Group:
Showing: All · Group 2 (250K+) · 25 donors
$746,602
Total Funds Raised
$512,542
Available for Construction
$146,842
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 →
5
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
3
Identification
$350,000 capacity
1 moved ▶
5
Qualification
$2,000,000 capacity
→ ▶
5
Cultivation
$1,600,000 capacity
→ ▶
3
Solicitation
$25,000 pledged
→ ▶
4
Pledge / Committed
$455,000 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: $480,000 / $10,500,000 4.6%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $135,000 / $5,000,000 2.7%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $480,000 / $7,500,000 6.4%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $135,000 / $8,000,000 1.7%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
Name Stage Capacity Mary Morton Parsons Foundation Declined $750,000 Mike Ortner Cultivation $500,000 Pat Gelsinger Qualification $500,000 Bradley Foundation Qualification $500,000 Napa Institute Declined $500,000 Steve Norair Qualification $500,000 Josh Kent Solicitation $500,000 Malcolm Family Cultivation $500,000 Lilly Foundation Not Qualified $250,000 Regan LaMothe Solicitation $250,000
🎯 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)
0
$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
3
Identification
$350,000 capacity
1 moved ▶
5
Qualification
$2,000,000 capacity
→ ▶
5
Cultivation
$1,600,000 capacity
→ ▶
3
Solicitation
$25,000 pledged
→ ▶
4
Pledge / Committed
$455,000 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 — 📞 4 (9 total)
⚠️ 7 open actions 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 2026-10-07 Malcolm Family Other Task Completed: Discuss timing of meetings with the family. 2026-10-07 Ronald Vance Other Task Completed: research to find contact info - reach out for meeting 2026-10-07 Ronald Vance Email / Correspondence Completed: to request meeting — done 2026-10-05 Jon Riley Phone Call Completed: stewardship phone call 2026-09-30 Ron Riggins In-Person Meeting Completed: w/ JM, NM 2026-09-29 Greg Mueller Phone Call Completed: gala reminders 2026-09-16 Greg Mueller In-Person Meeting Completed: Solicitation meeting w/ JM, NM 2026-09-16 Bradley Foundation Other Task Completed: LOI draft and submission 2026-09-16 Regan LaMothe Phone Call Completed: check in with Regan about NOvember trip 2026-09-14 Greg Mueller In-Person Meeting Greg brought 25k check as first investment. Briefly discussed naming opportunity 2026-09-11 Greg Mueller In-Person Meeting Completed: prep review - JM/NM 2026-09-11 Ron Riggins Email / Correspondence Completed: Invite Ron to school Mass — Ron will pencil in Sept 18 2026-09-11 Regan LaMothe Other Task Completed: add Regan to newsletters 2026-09-11 Bradley Foundation Other Task Completed: follow up Rick, call RObbie 2026-09-10 Greg Mueller Other Task Completed: Nick/Malcolms to prep — done 2026-09-03 Greg Mueller Phone Call Completed: Invite to Malcolm's home; include Nick — this is done 2026-09-02 Greg Mueller Other Task Completed: check in with JM's text thread - Greg and Charmaine 2026-09-02 Greg Mueller Phone Call Completed: Talked with Charmaine 2026-08-31 Ron Riggins In-Person Meeting Completed: meeting with Wes/Julian 2026-08-26 True Vine Foundation Other Task Completed: develop campaign LOI
