Group:
Showing: Julian ยท Group 2 (250K+) ยท 3 donors
๐ฐ Financial
โ
Actions
$266,602
Total Funds Raised
$167,542
Available for Construction
$33,508
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 โ
0
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
2
Cultivation
$600,000 capacity
1 moved โถ
1
Solicitation
$1,000,000 capacity
3 moved (2 fwd) โถ
๐ซ Off-Pipeline
0 Not Qualified +1 last 30d
0 Declined
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.
๐ซ 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.
๐ซ Campaign Goals โ Progress โ Julian ยท Group 2 (250K+)
Edit Goals โ
Total Campaign Goal โ Due 2028-01-08 Signed Pledges: $0 / $10,500,000 0.0%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $0 / $5,000,000 0.0%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $0 / $7,500,000 0.0%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $0 / $8,000,000 0.0%
๐ Capacity & Pledges by Stage
๐ฏ Top Unpledged Prospects
๐ฏ Ask Gap
Solicitation ยท no pledge yet
Donor Owner Capacity Last Activity
Greg Mueller Julian $1,000,000 2026-09-03
๐ค Existing
Pipeline Distribution
๐ New
Pipeline Distribution
โ 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)
3
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
0
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
5
$100K+ Solicitations (target 1/wk)
Completed Scheduled OverdueBadge: NM = Nick ยท JM = Julian
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
2
Cultivation
$600,000 capacity
1 moved โถ
1
Solicitation
$1,000,000 capacity
3 moved (2 fwd) โถ
๐ซ Off-Pipeline
0 Not Qualified +1 last 30d
0 Declined
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.
๐ซ 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.
๐ด Overdue Actions 2
Donor Was Due Action
Mike Ortner 2026-06-17 follow up if match comes through Mark Doherty 2026-06-16 Jm to call Mark for meeting request
๐ Recent Stage Movements
๐
Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted ยท unique donors
Next 7 DaysScheduled ยท target 5
Next 30 DaysScheduled ยท target 20
All Meetings
1
$1,000,000
2 / 5
$1,500,000
2 / 20
$1,500,000
๐ค In-Person Meeting โ โ โ ๐ป Virtual Meeting โ โ โ ๐ Phone Call โ โ โ ๐ซ Site Visit โ โ โ
โ ๏ธ Overdue โ ๐ 1 (2 total)
๐ Pledge Velocity โ New Pledges by Week (Last 8 Weeks)
โฑ๏ธ Days in Current Stage
๐ก 30d+ ๐ด 60d+
๐ฅ Owner Workload
All owners
Nick
157 total · 112 active ยท 41 overdue
Unassigned
35 total · 33 active ยท 1 overdue
Julian
25 total · 22 active ยท 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
๐ Recent Activity
Date Donor Type Notes
2026-09-03 Greg Mueller Next Action Complete Completed: Invite to Malcolm's home; include Nick โ this is done 2026-09-02 Greg Mueller Next Action Complete Completed: check in with JM's text thread - Greg and Charmaine 2026-09-02 Greg Mueller Next Action Complete Completed: Talked with Charmaine 2026-08-18 Greg Mueller Next Action Complete Completed: JM to text - they want new meeting; follow up โ group-text to Greg an 2026-08-12 Greg Mueller Next Action Complete Completed: phone call or text โย follow up to get meeting scheduled 2026-07-29 Greg Mueller Next Action Complete Completed: I will ask for a meeting at their place in Deltaville before school s 2026-07-20 Greg Mueller Virtual Meeting Call with Greg and Charmaine. First resumed contact in a few years. Muellers liv 2026-06-17 Greg Mueller Next Action Complete Completed: JM to follow up to meeting invite โ missed call - 6.16 2026-06-15 Mark Doherty Next Action Complete Completed: JM texted request for meeting 2026-06-15 Greg Mueller Next Action Complete Completed: follow up for meeting schedule โ texted JM last Sunday; JM to call to 2026-06-11 Mike Ortner Next Action Complete Completed: Call about bond / PRI possibility โ no - wait for match 2026-06-11 Mark Doherty Next Action Complete Completed: Contact Dom for upcoming event 2026-06-11 Greg Mueller Next Action Complete Completed: check back with Julian about scheduling visit 2026-05-26 Greg Mueller Next Action Complete Completed: JM in scheudled for home visit 2026-05-21 Greg Mueller Next Action Complete Completed: call Dean for introduction 2026-05-18 Mike Ortner Next Action Complete Completed: JM left VM on Tuesday 3/31 2026-05-05 Mark Doherty Next Action Complete Completed: call for final follow up request in this round of outreach 2026-05-05 Mark Doherty Next Action Complete Completed: Left VM 2026-04-16 Mark Doherty Next Action Complete Completed: follow up email again for meeting request 2026-03-13 Mike Ortner In-Person Meeting Meeting logged โ Group 1 ($250K+)