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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
➕ Add Donor
Owner:
All Nick Julian Matt Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: All · Group 2 (250K+) · 23 donors
$455,000
Total Pledged
$110,000
Cash Received
$9,545,000
Gap to Goal
4
Signed Pledge Agreements
23
Total in Pipeline
11
Overdue Actions
🏫 Campaign Goals — Progress · Group 2 (250K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $455,000 / $10,500,000  4.3%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $110,000 / $5,000,000  2.2%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $455,000 / $7,500,000  6.1%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $110,000 / $8,000,000  1.4%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 11
DonorWas DueAction
Paul Pilzer2026-05-22Call Bill for connection
True Vine Foundation2026-05-19Call about bond / PRI possibility
True Vine Foundation2026-05-19Send follow-up email with one-pager
Bradley Foundation2026-05-26follow up Rick, call RObbie
Julian Malcolm2026-06-06confirm property acquisition
Mike Ortner2026-06-17follow up if match comes through
Mark Doherty2026-06-16Jm to call Mark for meeting request
Malcolm Family2026-07-01check back in about meeting
Malcolm Family2026-06-20check in about QI person
Regan LaMothe2026-06-16read statement; follow up on visit
🟡 Due This Week 1
DonorDueAction
Bill Orosz2026-07-08reply to Bill regarding strategy on lease, loan
🔄 Cultivation Pipeline Flow
Bar width = donor count
3
Identification $350,000 capacity
2 moved▶
4
Qualification $1,000,000 capacity
5 moved▶
6
Cultivation $2,100,000 capacity
8 moved (0 fwd)▶
1
Solicitation $500,000 capacity
2 moved (1 fwd)▶
4
Pledge / Committed $455,000 pledged
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
3Not Qualified+4 last 30d
2Declined+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
Mike OrtnerCultivationJulian91d
Pat GelsingerQualificationNick91d
Regan LaMotheCultivationNick91d
Paul PilzerIdentificationNick91d
Janice ObuchowskiIdentificationNick91d
Stand TogetherIdentificationNick91d
Bradley FoundationQualificationNick91d
True Vine FoundationQualificationNick91d
Steve NorairQualificationNick85d
Josh KentSolicitationNick57d
Greg MuellerCultivationJulian43d
Mark DohertyCultivationJulian27d
Malcolm FamilyCultivationJulian27d
Bill OroszCultivationNick0d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Josh KentNick$500,0002026-05-28
👥 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
Mary Morton Parsons FoundationDeclined$750,000
Mike OrtnerCultivation$500,000
Pat GelsingerQualification$500,000
Greg MuellerCultivation$500,000
Napa InstituteDeclined$500,000
Steve NorairQualification$500,000
Josh KentSolicitation$500,000
Malcolm FamilyCultivation$500,000
Lilly FoundationNot Qualified$250,000
Regan LaMotheCultivation$250,000
+ Add Donor
🔄 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
2
3
4
5
7/6
6
7
8
B. OroszNM
9
10
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
0
$0
1/ 5
$250,000
1/ 20
$250,000
🤝 In-Person Meeting———
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
📞 3  (9 total)
⚠️ 8 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-06-30Bill OroszNext Action CompleteCompleted: email with call / meeting request — emailed Phil for warm intro
2026-06-17Greg MuellerNext Action CompleteCompleted: JM to follow up to meeting invite — missed call - 6.16
2026-06-15Greg MuellerNext Action CompleteCompleted: follow up for meeting schedule — texted JM last Sunday; JM to call to
2026-06-15Mark DohertyNext Action CompleteCompleted: JM texted request for meeting
2026-06-15 Malcolm FamilyNext Action CompleteCompleted: check in with JM about sale status, meeting status — PSA done
2026-06-11Mike OrtnerNext Action CompleteCompleted: Call about bond / PRI possibility — no - wait for match
2026-06-11Mark DohertyNext Action CompleteCompleted: Contact Dom for upcoming event
2026-06-11Greg MuellerNext Action CompleteCompleted: check back with Julian about scheduling visit
2026-06-03Regan LaMotheNext Action CompleteCompleted: confirm fall campus visit — emailing regarding updates; fall visit
2026-05-28Josh KentNext Action CompleteCompleted: follow up regarding Welsh / in kind / future gifts
2026-05-26Ron LiskNext Action CompleteCompleted: Sent commencement invite
2026-05-26Pat GelsingerNext Action CompleteCompleted: Follow up with Rich Delaney
2026-05-26Greg MuellerNext Action CompleteCompleted: JM in scheudled for home visit
2026-05-26Regan LaMotheNext Action CompleteCompleted: Call about bond / PRI possibility — checked in about in person VA vis
2026-05-26Dan MalcolmNext Action CompleteCompleted: Confirm cap campaign donation from Ameriprise account if necessary
2026-05-21Greg MuellerNext Action CompleteCompleted: call Dean for introduction
2026-05-21Jon RileyNext Action CompleteCompleted: f/u on matching pledge
2026-05-21Jon RileyNext Action CompleteCompleted: Call at Luck family office about bond / PRI possibility
2026-05-21Jon RileyNext Action CompleteCompleted: Send follow-up email with one-pager
2026-05-21 Bradley FoundationNext Action CompleteCompleted: Send follow-up email with one-pager