Layer 3 · relationship stages
Pipeline
Send mails the request and moves the foundation to Contacted. Hold keeps it unsent. Contacted is not a manual step — it happens when you Send.
Identified
6FL
Staff review of sample helmet LOI — do not send
Due Aug 29, 2026
Dr. Hannah Cole, Chair · hcole@palmettohealthendowment.org
FL
Decide contact method for workforce readiness ask
Due Sep 8, 2026
Lydia Grant, Trustee · lgrant@gulfworkforce.org
FL
Map entrepreneurship education language to zero-equity posture
Due Sep 6, 2026
Dr. Elena Ruiz-Hart, Trustee · eruizhart@gatorentre.org
FL
Research officers; draft student-athlete LOI
Due Sep 4, 2026
Coach Dana Whitfield, Trustee · dwhitfield@seminoleathletefund.org
FL
Draft LOI in CFL voice
Due Sep 2, 2026
Caroline Whitmore, Trustee · cwhitmore@gulfstreamheritage.org
FL
Research officers; decide contact method
Due Aug 28, 2026
SgtMaj (Ret.) Cole Brennan, Trustee
Contacted
2GA
Log sports-medicine education reply
Due Aug 29, 2026
Dr. Amari Benton, Trustee
FL
Log response; schedule visit
Due Aug 22, 2026
Coach Elena Park, President
Meeting
2FL
Prep screening-record one-pager for protective-equipment trustees
Due Aug 26, 2026
Dr. Helen Cho, President
FL
Prep one-pager for call with Col. Ruiz
Due Aug 25, 2026
Col. (Ret.) David Ruiz, President · druiz@halcyontrust.org
Proposal
1FL
Follow decision date on LOI
Due Sep 10, 2026
Margaret Ellison, Trustee
Gift
1DC
Acknowledgment + reporting calendar
Due Sep 30, 2026
Dr. Leah Okonkwo, Executive trustee
Holding · parked