| 2026-08-06 | Activity | Other Task (from next action) | Completed: mail Peter / alumni thank you note for leadership gifts | โ | Edit |
| 2026-06-11 | Activity | In-Person Meeting (from next action) | Completed: send tax letter | โ | Edit |
| 2026-06-11 | Activity | In-Person Meeting (from next action) | Completed: Follow up for updates/scheduling meeting | โ | Edit |
| 2026-04-27 | Family | Hamann Family: Email / Correspondence โ Follow-Up Needed | Re-invitation sent โ May 1 (Todd & Kelli Helbling) (no response to original invitation) | โ | |
| 2026-04-17 | Family | Hamann Family: Email / Correspondence โ Follow-Up Needed | RSVP reminder sent โ May 1 (Todd & Kelli Helbling) | โ | |
| 2026-04-14 | Family | Hamann Family: Email / Correspondence โ Follow-Up Needed | Campaign invitation sent โ Summit Family Gathering: May 1 (Todd & Kelli Helbling) | โ | |
| 2025-12-12 | Pledge | Pledge recorded: $50,000 over 1 yr โ General Campaign | Open to additional committments | | |
| 2025-10-23 | Activity | In-Person Meeting | Meeting logged โ Group 2 ($100K) | โ | Edit |