The Summit Academy seal
Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
➕ Add Donor
Owner:
All Nick Julian Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Nick · Group 2 (250K+) · 20 donors
$721,602
Total Funds Raised
$209,060
Cash Received
$9,545,000
Gap to Goal
$512,542
Available for Construction
$221,842
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 →
4
Signed Pledge Agreements
20
Total in Pipeline
🔄 Cultivation Pipeline Flow
Bar width = donor count
3
Identification $350,000 capacity
3 moved▶
4
Qualification $1,250,000 capacity
3 moved▶
2
Cultivation $750,000 capacity
1 moved▶
2
Solicitation $750,000 capacity
3 moved (2 fwd)▶
4
Pledge / Committed $455,000 pledged
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
3Not Qualified+1 last 30d
2Declined
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 — Nick · 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
🎯 Top Unpledged Prospects
NameStageCapacity
Mary Morton Parsons FoundationDeclined$750,000
Pat GelsingerQualification$500,000
Napa InstituteDeclined$500,000
Steve NorairQualification$500,000
Josh KentSolicitation$500,000
Malcolm FamilyCultivation$500,000
Lilly FoundationNot Qualified$250,000
Regan LaMotheSolicitation$250,000
Janice ObuchowskiIdentification$250,000
True Vine FoundationQualification$250,000
+ Add Donor
📋 Gift Range Donut
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Josh KentNick$500,0002026-05-28
Regan LaMotheNick$250,0002026-08-13
🤝 Existing vs New Introduction — Success Rates & Pipeline Progress Sort donors by intro type →
🤝 Existing
Donors
96
Pledged
17 (18%)
Avg Capacity
$148,751
Pledged $
$3,389,750
Pipeline Distribution
Identification
20
Qualification
34
Cultivation
7
Solicitation
7
Pledge / Committed
19
Stewardship
3
📋 New
Donors
102
Pledged
5 (5%)
Avg Capacity
$673,599
Pledged $
$575,000
Pipeline Distribution
Identification
19
Qualification
27
Cultivation
17
Solicitation
8
Pledge / Committed
5
Stewardship
1
❓ Unset
Donors
28
Pledged
0 (0%)
Avg Capacity
$327,116
Pledged $
—
Pipeline Distribution
Identification
25
Qualification
1
Cultivation
1
Solicitation
0
Pledge / Committed
0
Stewardship
0