Capital Campaign
The Summit Academy
Gloria Dei Est Homo Vivens
| Due | Action | ||
|---|---|---|---|
| No open actions. | |||
| Date | Kind | What | Notes | Counts toward | |
|---|---|---|---|---|---|
| 2026-08-12 | Activity | Email / Correspondence (from next action) | Completed: Check-in about board meeting and Drew Mullin's connection | — | Edit |
| 2026-08-12 | Stage | Stage: Solicitation → Not Qualified | |||
| 2026-06-11 | Activity | Virtual Meeting | Meeting with Jamee and Scott Holdman. Scott pitched impact investing and will follow up with various resources for Jamee to support his proposal to the organization's board. The organization is undergoing a large strategic planning process that should be done by the end of the year and impact investing is one of Jamee's priorities. What it looks like for the Summit is continued cultivation and possible financing for phase 2.
Of the $70 million they manage, only 7 to 8 of it is part of their general fund. The rest are a part of DAFs. That means there is $60+ million in DAFs sitting in Fredericksburg and getting to know each of those fund holders is a priority to start now for future phases. | — | Edit |
| 2026-06-11 | Activity | In-Person Meeting (from next action) | Completed: regarding bond / pri | — | Edit |
| 2026-05-21 | Activity | In-Person Meeting (from next action) | Completed: Send follow-up email with one-pager | — | Edit |
| 2026-05-21 | Activity | Phone Call (from next action) | Completed: Call about bond / PRI possibility | — | Edit |
| 2026-05-19 | Activity | In-Person Meeting (from next action) | Completed: set meeting for April to discuss United Way, Fred Charitable | — | Edit |
| 2026-01-09 | Activity | In-Person Meeting | Meeting logged — Group 3 ($25K–$50K) | — | Edit |