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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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Owner:
All Nick Julian Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: All · 182 donors
🏫 Campaign Goals — Progress Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $3,563,950 / $10,500,000  33.9%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $441,458 / $5,000,000  8.8%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $3,563,950 / $7,500,000  47.5%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $441,458 / $8,000,000  5.5%
$3,563,950
Total Pledged
$441,458
Cash Received
$6,436,050
Gap to Goal
16
Signed Pledge Agreements
182
Total in Pipeline
27
Overdue Actions
📅 Meeting & Ask Cadence
Action Type Last 7 Days
Completed · unique donors		 Next 7 Days
Scheduled · target 5		 Next 30 Days
Scheduled · target 20
All Meetings
16
$10,050,000
5/ 5
$7,625,000
10/ 20
$9,175,000
🤝 In-Person Meeting—2
$125,000
6
$1,575,000
💻 Virtual Meeting———
📞 Phone Call—2
$2,500,000
2
$2,500,000
🏫 Site Visit———
⚠️ Overdue—
🤝 26  (27 total)
⚠️ 106 open actions have no due date set and will not appear in the scheduled windows above.
🔄 Cultivation Pipeline Flow
Bar width = donor count
47
Identification $995,000 capacity
6 moved (4 fwd)▶
61
Qualification $13,360,000 capacity
6 moved (5 fwd)▶
26
Cultivation $4,095,000 capacity
8 moved (4 fwd)▶
12
Solicitation $2,500,000 capacity
2 moved▶
17
Pledge / Committed $3,563,950 pledged
→▶
0
Stewardship
🚫 Off-Pipeline
11Not Qualified+3 last 30d
8Declined+2 last 30d
Donors moved to these stages are excluded from the funnel bars above but counted here. They can be reactivated at any time by updating their stage.
📊 Capacity & Pledges by Stage
🔄 Recent Stage Movements
DateDonorFromTo
2026-05-06Drew MullinsSolicitation→Pledge / Committed
2026-05-06Joe WilsonIdentification→Qualification
2026-05-06Richard GalofaroIdentification→Qualification
2026-04-30Ron & Luke RobsonQualification→Cultivation
2026-04-30Josh KentIdentification→Qualification
2026-04-30Ann SchiererIdentification→Cultivation
2026-04-28Everardo DiazDeclined→Cultivation
2026-04-28Shawn ElliottQualification→Cultivation
2026-04-28Liz JohnsonQualification→Cultivation
2026-04-28Matthew CraneQualification→Cultivation
2026-04-28Gary TharaldsonNot Qualified→Qualification
2026-04-28Gary TharaldsonCultivation→Not Qualified
🎯 Top Unpledged Prospects
NameStageCapacity
Richard GalofaroQualification$5,000,000
Ron & Luke RobsonCultivation$2,000,000
Jay SchulerQualification$2,000,000
McNeice FoundationQualification$1,500,000
Gary TharaldsonNot Qualified$1,000,000
Joe WilsonQualification$1,000,000
Enrique & Alejandra SeguraQualification$1,000,000
Howard DahlSolicitation$1,000,000
Mary Morton Parsons FoundationDeclined$750,000
Gene ZurloSolicitation$500,000
+ Add Donor
📋 Gift Range Donut
🔴 Overdue Actions 27
DonorWas DueAction
Greg Mueller2026-04-20either Dean has connected us or JM needs to include NM
Mark Weber2026-04-22JM needs to call again
Rich Gilder2026-04-24Text Latin article
Gary Tharaldson2026-05-05ask Howard for introduction
Jay Schuler2026-05-05call Howard, ask after trip, ask after Jay and introduction
John Clancy2026-04-29call bill to arrange meeting
Paul Pilzer2026-04-30call bill to arrange meeting
Gene Zurlo2026-05-06schedule trip to walk thru opportunity
Ron & Luke Robson2026-05-06Email Luke to follow up
Enrique & Alejandra Segura2026-05-04Call connection regarding possible proposal
🟡 Due This Week 5
DonorDueAction
Jim Koehr2026-05-14discuss longer term pledge after thesis finals
Mona Tanner2026-05-15Follow-up for pledge (Mona or Erin)
Richard Galofaro2026-05-11follow up with Nic C regarding contacts
Ron & Luke Robson2026-05-12Follow up regarding proposal
George Loegering2026-05-11Follow up call
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
4/27
27
28
29
30
1
2
3
5/4
4
P. GelsingerNMM. TannerNM
5
G. LoegeringNMJ. ObuchowskiNMH. OwenNM
+5 more
6
7
R. GalofaroNM
8
H. DahlNMc. Martin Family FoundationNMR. RobsonNM
+2 more
9
10
5/11
11
R. GalofaroNMG. LoegeringNM
12
R. RobsonNM
13
14
J. KoehrNM
15
M. TannerNM
16
17
5/18
18
19
20
21
22
E. GrassoNM
23
24
5/25
25
26
27
J. WilsonNM
28
29
D. MalcolmNM
30
31
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📋 Recent Activity
DateDonorTypeNotes
2026-05-08Regan LaMotheVirtual Meeting
2026-05-08Philip CamillNext Action CompleteCompleted: Invite to senior thesis finals
2026-05-08Sandra Andreas McMurtrieNext Action CompleteCompleted: Make cold call — left VM; home phone is home phone
2026-05-08Howard DahlNext Action CompleteCompleted: Left VM
2026-05-08Sandra Andreas McMurtrieNext Action CompleteCompleted: call foundation
2026-05-08c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Talked to Nic C
2026-05-08Ron & Luke RobsonNext Action CompleteCompleted: email regarding proposal interest
2026-05-08Ron & Luke RobsonNext Action CompleteCompleted: Phone call — Luke invited proposal - follow up next week
2026-05-07Richard GalofaroNext Action CompleteCompleted: called Nic C; will get warm intro to TAC contacts
2026-05-05c/o Costellos Home Run Inn FoundationPhone Call
2026-05-05George LoegeringNext Action CompleteCompleted: Phone call
2026-05-05George LoegeringNext Action CompleteCompleted: Left VM
2026-05-05Janice ObuchowskiNext Action CompleteCompleted: make cold call
2026-05-05Janice ObuchowskiNext Action CompleteCompleted: Left VM on foundation number
2026-05-05Janice ObuchowskiNext Action CompleteCompleted: Make cold call
2026-05-05Howard OwenNext Action CompleteCompleted: Left VM
2026-05-05Mark DohertyNext Action CompleteCompleted: call for final follow up request in this round of outreach
2026-05-05Mark DohertyNext Action CompleteCompleted: Left VM
2026-05-05Allen and Beth StiboraNext Action CompleteCompleted: Phone call
2026-05-05Jack HelblingNext Action CompleteCompleted: Phone call — Left VM
✉ Online Pledge RequestsView Donors →
7
Sent — Awaiting View
111
Viewed — Not Submitted
3
Completed
🏫 Community Family Participation View All Families →
106
Total Families
101
Contacted
95%
38
Contributing
36%
$99,060
Total Family Giving
Giving Tiers
Friend
$1 – $249
7 fam.
$790
Supporter
$250 – $999
10 fam.
$4,150
Patron
$1,000 – $4,999
15 fam.
$39,720
Champion
$5,000+
6 fam.
$54,400
📞 Outreach Progress
101 of 106 families contacted (95%)
🤝 In-Person / Attended
45 of 106 attended event or met in person (42%)
🎁 Participation Rate
38 of 106 families have given
📋 $2M 5-Yr Pledge Goal
$56,992 of $2,000,000 committed  ·  3%