Bill McCuen — The Summit Academy Capital Campaign

Bill McCuen Solicitation

· Community · Priority: Medium · Capacity: $200,000

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Due	Action
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Activity & History + Log

Date	Kind	What	Notes	Counts toward
2026-09-16	Activity	In-Person Meeting (from next action)	Completed: solicitation meeting based on summer ask	—	Edit
2026-09-11	Activity	Other Task (from next action)	Completed: prep for lunch w bill - send him location	—	Edit
2026-09-03	Activity	Phone Call (from next action)	Completed: Re: parent match	—	Edit
2026-06-11	Activity	Email / Correspondence (from next action)	Completed: check status	—	Edit
2026-06-01	Activity	Email / Correspondence (from next action)	Completed: folloow up to request meeting	—	Edit
2026-06-01	Activity	In-Person Meeting (from next action)	Completed: Follow up for updates/scheduling meeting — left VM for match	—	Edit
2026-05-18	Activity	In-Person Meeting (from next action)	Completed: Talked in person; will call back	—	Edit
2026-04-27	Family	McCuen Family: Email / Correspondence — Follow-Up Needed	Alternate date offer sent — May 1 (Todd & Kelli Helbling) (original date declined)	—
2026-04-27	Family	McCuen Family: Email / Correspondence — Follow-Up Needed	Re-invitation sent — May 1 (Todd & Kelli Helbling) (no response to original invitation)	—
2026-04-17	Family	McCuen Family: Email / Correspondence — Follow-Up Needed	RSVP reminder sent — May 1 (Todd & Kelli Helbling)	—
2026-04-14	Family	McCuen Family: Email / Correspondence — Declined	Campaign invitation sent — Summit Family Gathering: May 1 (Todd & Kelli Helbling)	—

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