Group:
Showing: All · Group 1 (500K+) · 27 donors
$3,041,602
Total Funds Raised
$2,742,542
Available for Construction
$855,175
Annual Cash Expected
Total Funds Raised = donor pledges + signed family 5-yr pledges + family & gala giving.
Cash Received = donor pledge payments + family & gala giving + recurring FACTS gifts accrued
($0 so far). Annual Cash Expected = active donor pledge payments
+ family pledges spread over 5 years + recurring FACTS gifts (annualized).
Adjust recurring gift settings →
4
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
1
Identification
$100,000 capacity
1 moved ▶
7
Qualification
$6,000,000 capacity
→ ▶
5
Cultivation
$5,500,000 capacity
→ ▶
1
Solicitation
$2,000,000 capacity
→ ▶
4
Pledge / Committed
$2,775,000 pledged
→ ▶
🚫 Off-Pipeline
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.
🚫 Off-Pipeline
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.
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $2,775,000 / $10,500,000 26.4%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $200,000 / $5,000,000 4.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $2,775,000 / $7,500,000 37.0%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $200,000 / $8,000,000 2.5%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
Name Stage Capacity Richard Galofaro Declined $5,000,000 Joe Wilson Cultivation $2,000,000 Trae Stephens Qualification $2,000,000 Ron & Luke Robson Solicitation $2,000,000 Jay Schuler Not Qualified $2,000,000 Richard Gilliam Cultivation $2,000,000 McNeice Foundation Declined $1,500,000 Gary Tharaldson Not Qualified $1,000,000 Enrique Segura Qualification $1,000,000 Howard Dahl Declined $1,000,000
🎯 Ask Gap
Solicitation · no pledge yet
🤝 Existing
Pipeline Distribution
📋 New
Pipeline Distribution
❓ Unset
Pipeline Distribution
Window:
Last 7 days
Last 30 days
0
New Prospect Meetings (target 3/wk)
0
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
1
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
1
$100K+ Solicitations (target 1/wk)
Mon Tue Wed Thu Fri Sat Sun 10/26 26
27
28
29
30
31
1
11/2 2
3
4
5
6
7
8
11/9 9
10
11
12
13
14
15
11/16 16
17
18
19
20
21
22
11/23 23
24
25
26
27
28
29
Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
1
Identification
$100,000 capacity
1 moved ▶
7
Qualification
$6,000,000 capacity
→ ▶
5
Cultivation
$5,500,000 capacity
→ ▶
1
Solicitation
$2,000,000 capacity
→ ▶
4
Pledge / Committed
$2,775,000 pledged
→ ▶
🚫 Off-Pipeline
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.
🚫 Off-Pipeline
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.
🟡 Due This Week 0
Donor Due Action Nothing due this week.
📅 Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted · unique donors
Next 7 DaysScheduled · target 5
Next 30 DaysScheduled · target 20
All Meetings
0
$0
0 / 5
$0
0 / 20
$0
🤝 In-Person Meeting — — — 💻 Virtual Meeting — — — 📞 Phone Call — — — 🏫 Site Visit — — — ⚠️ Overdue — 📞 5 (9 total)
⚠️ 1 open action have no due date set and will not appear in the scheduled windows above.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage
🟡 30d+ 🔴 60d+
👥 Owner Workload
All owners
Nick
156 total · 108 active · 40 overdue
Unassigned
35 total · 33 active · 1 overdue
Julian
30 total · 26 active · 9 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
📋 Recent Activity
Date Donor Type Notes 2026-10-21 Ron & Luke Robson Phone Call Completed: got Scott feedback on last presentation 2026-10-07 Ron & Luke Robson Virtual Meeting We did update since July. Their push informed research into regional economic pl 2026-10-07 Howard Dahl Email / Correspondence Completed: follow up regarding matching pledge / contacts 2026-10-07 Tim Welsh In-Person Meeting Completed: re: gala and financing 2026-10-07 Albert Salvi, Esq Other Task Completed: check in for phone call 2026-09-30 Bill Asbell Virtual Meeting Completed: discussion of pledge status, financing 2026-09-30 Joe Wilson Other Task Completed: f/u with Drew - group meeting? 2026-09-30 Timothy Connors Phone Call Completed: f/u with phone call — done - no response 2026-09-30 Albert Salvi, Esq Phone Call Completed: check back in with status after financing 2026-09-16 Matthew Hantzmon Phone Call Completed: call FDN number to follow up on LOI — think cell - follow up differen 2026-09-12 Jim Schmidt Virtual Meeting Completed: Introduce UHS / Summit leadership team. Awaiting terms from UHS, invo 2026-09-11 Alan Holmer Other Task Completed: need to ask for connection thru Ron L or other daily mass-goers 2026-09-11 Matthew Hantzmon Phone Call Completed: left VM for matthew - personal cell 2026-09-11 Bill Asbell Virtual Meeting Completed: discussed current progress + pledge income for design 2026-09-11 Jim Schmidt Virtual Meeting UHS / Summit introductions. Exploration of projects, path forward, Murphy Fdn in 2026-09-10 David Grohne Phone Call Completed: f/u on LOI package — need new # 2026-09-03 Tim Welsh Other Task Completed: f/u - gala invite, sponsorship, guests to include McDaniels, Vakos 2026-09-03 Tim Welsh In-Person Meeting Completed: f/u on gala invite, sponsorships, high capacity guests 2026-09-01 Richard Gilliam Email / Correspondence Completed: process response and determine next steps — emailing with Julia 2026-08-31 Matthew Hantzmon Other Task Completed: mail LOI
