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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: Julian · Group 2 (250K+) · 4 donors
$0
Total Pledged
$0
Cash Received
$10,000,000
Gap to Goal
0
Signed Pledge Agreements
4
Total in Pipeline
5
Overdue Actions
🏫 Campaign Goals — Progress — Julian · Group 2 (250K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $0 / $10,500,000  0.0%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $0 / $5,000,000  0.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $0 / $7,500,000  0.0%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $0 / $8,000,000  0.0%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 5
DonorWas DueAction
Mike Ortner2026-06-17follow up if match comes through
Mark Doherty2026-06-16Jm to call Mark for meeting request
Greg Mueller2026-06-17phone call or text – follow up to get meeting scheduled
Malcolm Family2026-07-01check back in about meeting
Malcolm Family2026-06-20check in about QI person
🟡 Due This Week 0
DonorDueAction
Nothing due this week.
🔄 Cultivation Pipeline Flow
Bar width = donor count
0
Identification
2 moved▶
0
Qualification
5 moved▶
4
Cultivation $1,600,000 capacity
8 moved (0 fwd)▶
0
Solicitation
2 moved (1 fwd)▶
0
Pledge / Committed
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
0Not Qualified+4 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.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage 🟡 30d+   🔴 60d+
DonorStageOwnerDays
Mike OrtnerCultivationJulian91d
Greg MuellerCultivationJulian43d
Mark DohertyCultivationJulian27d
Malcolm FamilyCultivationJulian27d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
No un-pledged Solicitation donors. Great work!
👥 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
Mike OrtnerCultivation$500,000
Greg MuellerCultivation$500,000
Malcolm FamilyCultivation$500,000
Mark DohertyCultivation$100,000
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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
2
3
4
5
7/6
6
7
8
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
0/ 5
$0
0/ 20
$0
🤝 In-Person Meeting———
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
📞 1  (4 total)
📋 Recent Activity
DateDonorTypeNotes
2026-06-17Greg MuellerNext Action CompleteCompleted: JM to follow up to meeting invite — missed call - 6.16
2026-06-15Mark DohertyNext Action CompleteCompleted: JM texted request for meeting
2026-06-15Greg MuellerNext Action CompleteCompleted: follow up for meeting schedule — texted JM last Sunday; JM to call to
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
2026-05-26Greg MuellerNext Action CompleteCompleted: JM in scheudled for home visit
2026-05-21Greg MuellerNext Action CompleteCompleted: call Dean for introduction
2026-05-18Mike OrtnerNext Action CompleteCompleted: JM left VM on Tuesday 3/31
2026-05-05Mark DohertyNext Action CompleteCompleted: call for final follow up request in this round of outreach
2026-05-05Mark DohertyNext Action CompleteCompleted: Left VM
2026-04-16Mark DohertyNext Action CompleteCompleted: follow up email again for meeting request
2026-03-13Mike OrtnerIn-Person MeetingMeeting logged — Group 1 ($250K+)