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Family Engagement Prep · CONFIDENTIAL

Williams Family

Building Our Future Capital Campaign Generated: May 09, 2026
🏠 Family Profile Assigned: Unassigned
Parents:Evan Williams & Lauren Williams
Email:ewilliams@thesummitva.org
Phone:
Address:
Students:Lucy (8)
Total Giving:None yet
Pledge Card:Not yet signed
📋 Contact History
Date Method By Outcome Notes
2026-05-01School EventMini-Campaign TeamFollow-Up NeededAttended Summit Family Gathering; updated on building project and camp
2026-04-22EmailMini-Campaign TeamAttendedThank You email sent; pledge card reminder included
2026-04-17EmailMini-Campaign TeamFollow-Up NeededRSVP reminder sent — May 1 (Todd & Kelli Helbling)
2026-04-14EmailMini-Campaign TeamAttendingCampaign invitation sent — Summit Family Gathering: May 1 (Todd & Kell
🎯 Engagement Objectives & Talking Points
Objective for this contact:
Key Talking Points & Notes:
📝 Follow-up Action Items
Next Step:
Follow-up Date: