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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: Nick · Group 1 (500K+) · 17 donors
🏫 Campaign Goals — Progress — Nick · Group 1 (500K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $2,763,200 / $10,500,000  26.3%
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: $2,763,200 / $7,500,000  36.8%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $200,000 / $8,000,000  2.5%
$2,763,200
Total Pledged
$200,000
Cash Received
$7,236,800
Gap to Goal
3
Signed Pledge Agreements
17
Total in Pipeline
8
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
6
$9,100,000
3/ 5
$7,500,000
4/ 20
$8,500,000
🤝 In-Person Meeting——1
$1,000,000
💻 Virtual Meeting———
📞 Phone Call—2
$2,500,000
2
$2,500,000
🏫 Site Visit———
⚠️ Overdue—
🤝 8  (8 total)
⚠️ 3 open actions have no due date set and will not appear in the scheduled windows above.
🔄 Cultivation Pipeline Flow
Bar width = donor count
2
Identification $100,000 capacity
5 moved (3 fwd)▶
6
Qualification $10,500,000 capacity
5 moved▶
2
Cultivation $2,500,000 capacity
7 moved (3 fwd)▶
3
Solicitation $2,000,000 capacity
2 moved▶
3
Pledge / Committed $2,763,200 pledged
→▶
0
Stewardship
🚫 Off-Pipeline
1Not Qualified+3 last 30d
0Declined+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.
📊 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
Gene ZurloSolicitation$500,000
George LoegeringSolicitation$500,000
+ Add Donor
📋 Gift Range Donut
🔴 Overdue Actions 8
DonorWas DueAction
Gary Tharaldson2026-05-05ask Howard for introduction
Jay Schuler2026-05-05call Howard, ask after trip, ask after Jay and introduction
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
Howard Dahl2026-05-05follow up email – Gift + network introductions
George Loegering2026-05-07Call again
Bill Asbell2026-05-06Phone call
🟡 Due This Week 3
DonorDueAction
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
5
G. LoegeringNM
6
7
R. GalofaroNM
8
H. DahlNMc. Martin Family FoundationNMR. RobsonNM
+1 more
9
10
5/11
11
R. GalofaroNMG. LoegeringNM
12
R. RobsonNM
13
14
15
16
17
5/18
18
19
20
21
22
23
24
5/25
25
26
27
J. WilsonNM
28
29
30
31
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📋 Recent Activity
DateDonorTypeNotes
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
2026-05-05George LoegeringNext Action CompleteCompleted: Phone call
2026-05-05George LoegeringNext Action CompleteCompleted: Left VM
2026-05-04Howard DahlNext Action CompleteCompleted: safe travels to DC
2026-05-04c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: if no call back from Sean, text
2026-05-04Ron & Luke RobsonNext Action CompleteCompleted: luke connections
2026-05-01George LoegeringNext Action CompleteCompleted: follow up list from meeting
2026-04-30Ron & Luke RobsonVirtual MeetingCall with Luke regarding foundation priorities and open to giving?
2026-04-30c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Make cold call
2026-04-30c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Draft and submit LOI
2026-04-30c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: send Sean Dupre LOI and call Sean; follow up with Larry
2026-04-29Tim WelshIn-Person Meetingdiscuss in-kind donation implications as well as financing options; May 8 event
2026-04-29Gene ZurloNext Action CompleteCompleted: post Easter call; VM and follow up email 3/30
2026-04-29Gene ZurloVirtual MeetingHas made several significant gifts recently. Put me in touch with daughter who i
✉ 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%