Group:
Showing: All ยท Group 1 (500K+) ยท 25 donors
๐ฐ Financial
โ
Actions
$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 โ
4
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
1
Identification
$100,000 capacity
3 moved โถ
6
Qualification
$5,500,000 capacity
3 moved โถ
4
Cultivation
$5,000,000 capacity
1 moved โถ
1
Solicitation
$2,000,000 capacity
3 moved (2 fwd) โถ
4
Pledge / Committed
$2,775,000 pledged
1 moved (0 fwd) โถ
๐ซ Off-Pipeline
3 Not Qualified +1 last 30d
6 Declined
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.
๐ซ 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 โ Due 2028-01-08 Signed Pledges: $2,775,000 / $10,500,000 26.4%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $200,000 / $5,000,000 4.0%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $2,775,000 / $7,500,000 37.0%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $200,000 / $8,000,000 2.5%
๐ Capacity & Pledges by Stage
๐ฏ 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
๐ฏ Ask Gap
Solicitation ยท no pledge yet
๐ค Existing
Pipeline Distribution
๐ New
Pipeline Distribution
โ Unset
Pipeline Distribution
Window:
Last 7 days
Last 30 days
0
New Prospect Meetings (target 3/wk)
2
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
11
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
Completed Scheduled OverdueBadge: NM = Nick ยท JM = Julian
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
1
Identification
$100,000 capacity
3 moved โถ
6
Qualification
$5,500,000 capacity
3 moved โถ
4
Cultivation
$5,000,000 capacity
1 moved โถ
1
Solicitation
$2,000,000 capacity
3 moved (2 fwd) โถ
4
Pledge / Committed
$2,775,000 pledged
1 moved (0 fwd) โถ
๐ซ Off-Pipeline
3 Not Qualified +1 last 30d
6 Declined
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.
๐ซ 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.
๐ก Due This Week 0
Donor Due Action
Nothing due this week.
๐ Recent Stage Movements
๐
Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted ยท unique donors
Next 7 DaysScheduled ยท target 5
Next 30 DaysScheduled ยท target 20
All Meetings
4
$4,500,000
0 / 5
$0
0 / 20
$0
๐ค In-Person Meeting โ โ โ ๐ป Virtual Meeting โ โ โ ๐ Phone Call โ โ โ ๐ซ Site Visit โ โ โ
โ ๏ธ Overdue โ ๐ 4 (10 total)
โ ๏ธ 1 open action have no due date set and will not appear in the scheduled windows above.
๐ Pledge Velocity โ New Pledges by Week (Last 8 Weeks)
โฑ๏ธ Days in Current Stage
๐ก 30d+ ๐ด 60d+
๐ฅ Owner Workload
All owners
Nick
157 total · 112 active ยท 41 overdue
Unassigned
35 total · 33 active ยท 1 overdue
Julian
25 total · 22 active ยท 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
๐ Recent Activity
Date Donor Type Notes
2026-09-03 Tim Welsh Next Action Complete Completed: f/u - gala invite, sponsorship, guests to include McDaniels, Vakos 2026-09-03 Tim Welsh Next Action Complete Completed: f/u on gala invite, sponsorships, high capacity guests 2026-09-01 Richard Gilliam Next Action Complete Completed: process response and determine next steps โ emailing with Julia 2026-08-31 Matthew Hantzmon Next Action Complete Completed: mail LOI 2026-08-31 David Grohne Next Action Complete Completed: mail LOI package 2026-08-28 Richard Gilliam Next Action Complete Completed: follow up on letter, campaign brochure 2026-08-28 Richard Gilliam Next Action Complete Completed: f/u w Jacob re warm connection 2026-08-27 Timothy Connors Next Action Complete Completed: prep LOI โ instead, pitched personal email 2026-08-26 c/o Larry Bean Martin Family Foundation Next Action Complete Completed: call larry 2026-08-26 Matthew Hantzmon Next Action Complete Completed: email to Matthew Crane; if not, then call Foundation number โ actuall 2026-08-26 David Grohne Next Action Complete Completed: draft letter which combines Outdoor & campus โ done - ready to mail - 2026-08-24 Albert Salvi, Esq Next Action Complete Completed: f/u with Albert by phone 2026-08-21 Richard Gilliam Next Action Complete Completed: Jacob will get meeting with Tal, for warm intro 2026-08-21 George Loegering Next Action Complete Completed: follow up regarding proposal 2026-08-21 George Loegering Next Action Complete Completed: f/u about gift proposal 2026-08-18 Albert Salvi, Esq Next Action Complete Completed: place LOI to Ric โ placed to Al - by email on August 18 2026-08-17 Tim Welsh Next Action Complete Completed: stewardship / financing / update 2026-08-17 Matthew Hantzmon Next Action Complete Completed: Next Action โ Matthew Crane is connecting via LinkedIn for warm conne 2026-08-17 Richard Gilliam Next Action Complete Completed: NM to call foundation โ need to complete letter and mail - drafted 8/ 2026-08-17 Joe Wilson Next Action Complete Completed: Drew will arrange lunch meeting โ their group did not meet this month