Group:
Showing: Unassigned · Group 2 (250K+) · 0 donors
$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 →
0
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
🚫 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.
🚫 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 — Unassigned · Group 2 (250K+)
Edit Goals →
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $0 / $10,500,000 0.0%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $0 / $5,000,000 0.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $0 / $7,500,000 0.0%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $0 / $8,000,000 0.0%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
Name Stage Capacity Add donors with capacity to see prospects here.
🎯 Ask Gap
Solicitation · no pledge yet
Donor Owner Capacity Last Activity Ron & Luke Robson Nick $2,000,000 2026-08-06 Greg Mueller Julian $1,000,000 2026-09-03 Josh Kent Nick $500,000 2026-05-28 Regan LaMothe Nick $250,000 2026-08-13 Bill McCuen Nick $200,000 2026-09-03 Travis Hughes Nick $100,000 2026-08-26 Bruce Davis Nick $100,000 2026-08-26 Mona Tanner Nick $100,000 2026-05-27 Chris Kaila Nick $100,000 2026-08-26 Paul Desilets Nick $100,000 2026-05-26
🤝 Existing
Pipeline Distribution
📋 New
Pipeline Distribution
❓ Unset
Pipeline Distribution
Window:
Last 7 days
Last 30 days
0
New Prospect Meetings (target 3/wk)
4
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
4
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
23
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
12
$100K+ Solicitations (target 1/wk)
Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
🚫 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.
🚫 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 0
Donor Was Due Action All clear!
🟡 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
11
$6,975,000
6 / 5
$2,750,000
8 / 20
$3,250,000
🤝 In-Person Meeting — — — 💻 Virtual Meeting — — — 📞 Phone Call — — — 🏫 Site Visit — — — ⚠️ Overdue — 🤝 1 📞 17 (46 total)
⚠️ 73 open actions have no due date set and will not appear in the scheduled windows above.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage
🟡 30d+ 🔴 60d+
👥 Owner Workload
All owners
Nick
157 total · 112 active · 41 overdue
Unassigned
35 total · 33 active · 1 overdue
Julian
25 total · 22 active · 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
