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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+) · 21 donors
$721,602
Total Funds Raised
$209,060
Cash Received
$9,545,000
Gap to Goal
$512,542
Available for Construction
$121,842
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
21
Total in Pipeline
🔄 Cultivation Pipeline Flow
Bar width = donor count
3
Identification $350,000 capacity
1 moved▶
5
Qualification $2,000,000 capacity
→▶
2
Cultivation $750,000 capacity
→▶
2
Solicitation $750,000 capacity
→▶
4
Pledge / Committed $455,000 pledged
→▶
0
Stewardship
🚫 Off-Pipeline
3Not Qualified
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
Bradley FoundationQualification$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
+ Add Donor
📋 Gift Range Donut
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Josh KentNick$500,0002026-05-28
Regan LaMotheNick$250,0002026-09-16
🤝 Existing vs New Introduction — Success Rates & Pipeline Progress Sort donors by intro type →
🤝 Existing
Donors
95
Pledged
18 (19%)
Avg Capacity
$148,456
Pledged $
$3,391,750
Pipeline Distribution
Identification
20
Qualification
33
Cultivation
7
Solicitation
6
Pledge / Committed
20
Stewardship
3
📋 New
Donors
108
Pledged
6 (6%)
Avg Capacity
$644,904
Pledged $
$600,000
Pipeline Distribution
Identification
19
Qualification
30
Cultivation
20
Solicitation
9
Pledge / Committed
4
Stewardship
1
❓ Unset
Donors
27
Pledged
0 (0%)
Avg Capacity
$325,000
Pledged $
—
Pipeline Distribution
Identification
24
Qualification
1
Cultivation
0
Solicitation
0
Pledge / Committed
0
Stewardship
0