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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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Owner:
All Nick Julian Matt Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: All · Group 1 (500K+) · 21 donors
$2,750,000
Total Pledged
$200,000
Cash Received
$7,250,000
Gap to Goal
3
Signed Pledge Agreements
21
Total in Pipeline
6
Overdue Actions
🏫 Campaign Goals — Progress · Group 1 (500K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $2,750,000 / $10,500,000  26.2%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $200,000 / $5,000,000  4.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $2,750,000 / $7,500,000  36.7%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $200,000 / $8,000,000  2.5%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 6
DonorWas DueAction
Gene Zurlo2026-05-20follow up regarding Palmetto, visit
Enrique Segura2026-05-20call connection re: proposal
Howard Dahl2026-06-15follow up regarding matching pledge / contacts
John Hood2026-06-04follow up
Tim Welsh2026-06-03financing
Richard Gilliam2026-07-06request introductory meeting thru Ken
🟡 Due This Week 4
DonorDueAction
McNeice Foundation2026-07-10check in with Dorian re: MA trip
Sandra Andreas McMurtrie2026-07-08pull other numbers
c/o Larry Bean Martin Family Foundation2026-07-10call larry
Joe Wilson2026-07-08call Drew to arrange meeting; text fitz if no response
🔄 Cultivation Pipeline Flow
Bar width = donor count
2
Identification $2,100,000 capacity
2 moved▶
3
Qualification $3,000,000 capacity
5 moved▶
2
Cultivation $2,500,000 capacity
8 moved (0 fwd)▶
4
Solicitation $4,000,000 capacity
2 moved (1 fwd)▶
4
Pledge / Committed $2,750,000 pledged
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
3Not Qualified+4 last 30d
3Declined+1 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.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage 🟡 30d+   🔴 60d+
DonorStageOwnerDays
Enrique SeguraQualificationNick91d
Gene ZurloSolicitationNick91d
Abbey GroupQualificationNick91d
Sandra Andreas McMurtrieIdentificationNick91d
c/o Larry Bean Martin Family FoundationSolicitationNick91d
Ron & Luke RobsonSolicitationNick54d
Howard DahlSolicitationNick35d
Trae StephensQualificationNick22d
Justin SchneirCultivationJulian22d
Joe WilsonCultivationNick12d
Richard GilliamIdentificationNick12d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Ron & Luke RobsonNick$2,000,0002026-07-07
Howard DahlNick$1,000,0002026-05-21
Gene ZurloNick$500,0002026-04-29
c/o Larry Bean Martin Family FoundationNick$500,0002026-07-01
👥 Owner Workload All owners · brighter bar = active prospects
Nick
148 total · 110 active · 39 overdue
Unassigned
26 total · 24 active · 1 overdue
Julian
21 total · 19 active · 4 overdue
Matt
9 total · 9 active · 3 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
2 total · 2 active · 1 overdue
ET
1 total · 1 active
🎯 Top Unpledged Prospects
NameStageCapacity
Richard GalofaroDeclined$5,000,000
Joe WilsonCultivation$2,000,000
Trae StephensQualification$2,000,000
Ron & Luke RobsonSolicitation$2,000,000
Jay SchulerNot Qualified$2,000,000
Richard GilliamIdentification$2,000,000
McNeice FoundationDeclined$1,500,000
Gary TharaldsonNot Qualified$1,000,000
Enrique SeguraQualification$1,000,000
Howard DahlSolicitation$1,000,000
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🔄 Recent Stage Movements
DateDonorFromTo
2026-07-08Bill OroszQualification→Cultivation
2026-06-30Bill OroszIdentification→Qualification
2026-06-25Joe WilsonQualification→Cultivation
2026-06-16Rosswood Foundation c/o Alex RossCultivation→Not Qualified
2026-06-16Murray MichaelsCultivation→Not Qualified
2026-06-16Trae StephensIdentification→Qualification
2026-06-15Jim KoehrPledge / Committed→Solicitation
2026-06-15Justin SchneirQualification→Cultivation
2026-06-15Liz JohnsonCultivation→Not Qualified
2026-06-15David MeyerCultivation→Not Qualified
2026-06-15Joshua GideonCultivation→Stewardship
2026-06-15Dennis GerberCultivation→Stewardship
🤝 Existing vs New Introduction — Success Rates & Pipeline Progress Sort donors by intro type →
🤝 Existing
Donors
96
Pledged
14 (15%)
Avg Capacity
$151,289
Pledged $
$3,139,750
Pipeline Distribution
Identification
20
Qualification
35
Cultivation
8
Solicitation
9
Pledge / Committed
16
Stewardship
3
📋 New
Donors
96
Pledged
4 (4%)
Avg Capacity
$761,807
Pledged $
$550,000
Pipeline Distribution
Identification
21
Qualification
24
Cultivation
16
Solicitation
8
Pledge / Committed
4
Stewardship
1
❓ Unset
Donors
20
Pledged
0 (0%)
Avg Capacity
$175,000
Pledged $
—
Pipeline Distribution
Identification
19
Qualification
0
Cultivation
0
Solicitation
0
Pledge / Committed
0
Stewardship
0
📋 Gift Range Donut
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
6/29
29
30
1
c. Martin Family FoundationNM
2
3
4
5
7/6
6
7
G. LoegeringNMR. RobsonNM
8
J. WilsonNMS. McMurtrieNMJ. WilsonNM
9
10
. McNeice FoundationNMc. Martin Family FoundationNM
11
12
7/13
13
14
15
16
17
18
19
7/20
20
21
22
23
24
25
26
7/27
27
28
29
30
31
1
2
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📅 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
4
$5,000,000
4/ 5
$4,100,000
4/ 20
$4,100,000
🤝 In-Person Meeting———
💻 Virtual Meeting———
📞 Phone Call—2
$2,500,000
2
$2,500,000
🏫 Site Visit———
⚠️ Overdue—
🤝 1📞 1  (6 total)
⚠️ 1 open action have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-07-08Joe WilsonNext Action CompleteCompleted: check w/ Drew, then Fitz about meeting — call Drew today
2026-07-07George LoegeringNext Action CompleteCompleted: followed up about gift amount; was at hospital, so will get back to m
2026-07-07Ron & Luke RobsonNext Action CompleteCompleted: Update Scott on campaign progress
2026-07-07Ron & Luke RobsonNext Action CompleteCompleted: Follow up with Robson regarding investment profile of Fredericksburg
2026-07-01c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: call Larry if nothing from Sean — emailed sean / angela for follow up
2026-06-30Sandra Andreas McMurtrieNext Action CompleteCompleted: Call list - pull other numbers
2026-06-29c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Pending match, check in with Sean and Larry — left VM for Sean, Larry
2026-06-25Joe WilsonNext Action CompleteCompleted: Call Drew to discuss meeting with Joe
2026-06-25Bill AsbellNext Action CompleteCompleted: Follow up on match request
2026-06-16Trae StephensNext Action CompleteCompleted: Call Leia — left VM; go back w Match
2026-06-12Bill AsbellNext Action CompleteCompleted: call regarding pledge and financing
2026-06-12Bill AsbellNext Action CompleteCompleted: call regarding North Dakota financing and matching ask
2026-06-11Ron & Luke RobsonNext Action CompleteCompleted: w/ Ron and Scott — Serious interest in financing contingent on campai
2026-06-11c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Connected Sean with Regan Lamothe
2026-06-10Ron & Luke RobsonNext Action CompleteCompleted: w/ CFRRR to discuss fundraising and financing — Scott and Jamee discu
2026-06-10Ron & Luke RobsonVirtual MeetingTo provide Ron with overview of school, project, status, and topics (long-term g
2026-06-03John HoodNext Action CompleteCompleted: send LinkedIn note
2026-05-28Ron & Luke RobsonNext Action CompleteCompleted: send advisor update on interest
2026-05-28Bill AsbellNext Action CompleteCompleted: Budget review with Wack
2026-05-26Trae StephensNext Action CompleteCompleted: Amy S says maybe not now