Group:
Showing: Julian · Group 2 (250K+) · 4 donors
$291,602
Total Funds Raised
$167,542
Available for Construction
$58,508
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 →
1
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
3
Cultivation
$850,000 capacity
→ ▶
1
Solicitation
$25,000 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.
🏫 Campaign Goals — Progress — Julian · Group 2 (250K+)
Edit Goals →
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $25,000 / $10,500,000 0.2%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $25,000 / $5,000,000 0.5%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $25,000 / $7,500,000 0.3%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $25,000 / $8,000,000 0.3%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
🎯 Ask Gap
Solicitation · no pledge yet
Donor Owner Capacity Last Activity No un-pledged Solicitation donors. Great work!
🤝 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)
0
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
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Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
3
Cultivation
$850,000 capacity
→ ▶
1
Solicitation
$25,000 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.
🔴 Overdue Actions 5
Donor Was Due Action Mike Ortner 2026-06-17 follow up if match comes through Mike Ortner 2026-09-07 Invite to the gala Mark Doherty 2026-06-16 Jm to call Mark for meeting request Greg Mueller 2026-09-23 Greg invited us to CIC gala; G and Charmaine plan to attend Summit gal Ron Riggins 2026-09-30 gala invite from Julian
🟡 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 — 📞 2 (4 total)
📈 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 2026-09-30 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 2026-09-14 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 2026-09-10 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 2026-08-18 Greg Mueller Other Task Completed: JM to text - they want new meeting; follow up — group-text to Greg an 2026-08-18 Ron Riggins Email / Correspondence Completed: JM to set up meeting for Nick and Wes 2026-08-12 Greg Mueller Other Task Completed: phone call or text – follow up to get meeting scheduled 2026-07-29 Greg Mueller Email / Correspondence 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 2026-07-17 Ron Riggins In-Person Meeting Completed: coffee to introduce the school and our work 2026-07-17 Ron Riggins Email / Correspondence email intro from Jim Koehr. meeting scheduled 2026-06-17 Greg Mueller Phone Call Completed: JM to follow up to meeting invite — missed call - 6.16 2026-06-15 Mark Doherty Other Task Completed: JM texted request for meeting
