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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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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
🏫 Campaign Goals — Progress — Nick · Group 2 (250K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $300,000 / $10,500,000  2.9%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $105,000 / $5,000,000  2.1%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $300,000 / $7,500,000  4.0%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $105,000 / $8,000,000  1.3%
$300,000
Total Pledged
$105,000
Cash Received
$9,700,000
Gap to Goal
3
Signed Pledge Agreements
20
Total in Pipeline
4
Overdue Actions
📅 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
3
$600,000
0/ 5
$0
3/ 20
$450,000
🤝 In-Person Meeting——2
$350,000
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
🤝 4  (4 total)
⚠️ 12 open actions have no due date set and will not appear in the scheduled windows above.
🔄 Cultivation Pipeline Flow
Bar width = donor count
3
Identification $100,000 capacity
5 moved (3 fwd)▶
8
Qualification $2,100,000 capacity
5 moved▶
2
Cultivation $250,000 capacity
7 moved (3 fwd)▶
1
Solicitation $100,000 capacity
2 moved▶
3
Pledge / Committed $300,000 pledged
→▶
0
Stewardship
🚫 Off-Pipeline
1Not Qualified+3 last 30d
2Declined+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.
📊 Capacity & Pledges by Stage
🔄 Recent Stage Movements
DateDonorFromTo
2026-05-06Drew MullinsSolicitation→Pledge / Committed
2026-05-06Joe WilsonIdentification→Qualification
2026-05-06Richard GalofaroIdentification→Qualification
2026-04-30Ron & Luke RobsonQualification→Cultivation
2026-04-30Josh KentIdentification→Qualification
2026-04-30Ann SchiererIdentification→Cultivation
2026-04-28Everardo DiazDeclined→Cultivation
2026-04-28Shawn ElliottQualification→Cultivation
2026-04-28Liz JohnsonQualification→Cultivation
2026-04-28Matthew CraneQualification→Cultivation
2026-04-28Gary TharaldsonNot Qualified→Qualification
2026-04-28Gary TharaldsonCultivation→Not Qualified
🎯 Top Unpledged Prospects
NameStageCapacity
Mary Morton Parsons FoundationDeclined$750,000
Pat GelsingerQualification$500,000
Napa InstituteDeclined$500,000
Steve NorairQualification$500,000
Josh KentQualification$500,000
Lilly FoundationQualification$250,000
Regan LaMotheCultivation$250,000
Greg MuellerQualification$250,000
Dan MalcolmSolicitation$100,000
Mark DohertyQualification$100,000
+ Add Donor
📋 Gift Range Donut
🔴 Overdue Actions 4
DonorWas DueAction
Greg Mueller2026-04-20either Dean has connected us or JM needs to include NM
Paul Pilzer2026-04-30call bill to arrange meeting
Janice Obuchowski2026-05-05Email to contact Danielle
Jon Riley2026-05-08Follow up for updates/scheduling meeting
🟡 Due This Week 0
DonorDueAction
Nothing due this week.
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
4/27
27
28
29
30
1
2
3
5/4
4
P. GelsingerNM
5
J. ObuchowskiNMM. DohertyNM
6
7
8
9
10
5/11
11
12
13
14
15
16
17
5/18
18
19
20
21
22
23
24
5/25
25
26
27
28
29
D. MalcolmNM
30
31
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📋 Recent Activity
DateDonorTypeNotes
2026-05-08Regan LaMotheVirtual Meeting
2026-05-05Janice ObuchowskiNext Action CompleteCompleted: make cold call
2026-05-05Janice ObuchowskiNext Action CompleteCompleted: Left VM on foundation number
2026-05-05Janice ObuchowskiNext Action CompleteCompleted: Make cold call
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
2026-05-04Pat GelsingerNext Action CompleteCompleted: Rich sending draft note to Pat and Sanjay
2026-04-30Dan MalcolmNext Action CompleteCompleted: invite to May 8 event
2026-04-28Dan MalcolmNext Action CompleteCompleted: Check in with Julian
2026-04-28Steve NorairNext Action CompleteCompleted: check status; possibly ask Bill F for introduction
2026-04-28Steve NorairNext Action CompleteCompleted: introduction from Jamee
2026-04-28Regan LaMotheNext Action CompleteCompleted: follow up note for May 6-8 call with Julian; also accelerator and hom
2026-04-28Pat GelsingerNext Action CompleteCompleted: meet w/ Rich April 17
2026-04-20Regan LaMotheVirtual Meeting
2026-04-20Regan LaMotheNext Action CompleteCompleted: Prep for follow-up meeting
2026-04-20Steve NorairNext Action CompleteCompleted: Email follow-up; include link to May 8 event
2026-04-17Pat GelsingerIn-Person MeetingPrep for AI based discussion. In person with Rich regarding Pat / ways to approa
2026-04-17Ron LiskIn-Person Meeting
2026-04-17Regan LaMotheNext Action CompleteCompleted: Confirm follow-up meeting via email
2026-04-17Regan LaMotheNext Action CompleteCompleted: Confirm follow-up meeting via email
✉ Online Pledge RequestsView Donors →
7
Sent — Awaiting View
111
Viewed — Not Submitted
3
Completed
🏫 Community Family Participation View All Families →
106
Total Families
101
Contacted
95%
38
Contributing
36%
$99,060
Total Family Giving
Giving Tiers
Friend
$1 – $249
7 fam.
$790
Supporter
$250 – $999
10 fam.
$4,150
Patron
$1,000 – $4,999
15 fam.
$39,720
Champion
$5,000+
6 fam.
$54,400
📞 Outreach Progress
101 of 106 families contacted (95%)
🤝 In-Person / Attended
45 of 106 attended event or met in person (42%)
🎁 Participation Rate
38 of 106 families have given
📋 $2M 5-Yr Pledge Goal
$56,992 of $2,000,000 committed  ·  3%