Group:
Showing: All · Group 3 (100K+) · 38 donors
$975,602
Total Funds Raised
$698,084
Available for Construction
$241,842
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 →
10
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
6
Identification
$200,000 capacity
1 moved ▶
10
Qualification
$500,000 capacity
→ ▶
6
Cultivation
$700,000 capacity
→ ▶
6
Solicitation
$100,000 pledged
→ ▶
9
Pledge / Committed
$609,000 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.
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $709,000 / $10,500,000 6.8%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $178,458 / $5,000,000 3.6%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $709,000 / $7,500,000 9.5%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $178,458 / $8,000,000 2.2%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
Name Stage Capacity Ann Schierer Cultivation $250,000 M&T Foundation Matt Bush Qualification $250,000 Bill McCuen Solicitation $200,000 John Clancy Identification $100,000 Mike Murray Identification $100,000 Ed Grasso Qualification $100,000 Bruce Davis Solicitation $100,000 Jim Powell Cultivation $100,000 Gene d'Agostino Cultivation $100,000 Raskob Foundation Cultivation $100,000
🎯 Ask Gap
Solicitation · no pledge yet
🤝 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)
1
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
1
$100K+ Solicitations (target 1/wk)
Mon Tue Wed Thu Fri Sat Sun 10/26 26
27
28
29
30
31
1
11/2 2
3
4
5
6
7
8
11/9 9
10
11
12
13
14
15
11/16 16
17
18
19
20
21
22
11/23 23
24
25
26
27
28
29
Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
6
Identification
$200,000 capacity
1 moved ▶
10
Qualification
$500,000 capacity
→ ▶
6
Cultivation
$700,000 capacity
→ ▶
6
Solicitation
$100,000 pledged
→ ▶
9
Pledge / Committed
$609,000 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.
🟡 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 — 🤝 1 📞 5 (14 total)
⚠️ 8 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
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 2026-10-07 Bruce Davis Phone Call Completed: f/u - gala and mtg request — invited others 2026-10-07 Ann Schierer In-Person Meeting Completed: If no match, follow up through Chris Vomund — to invite to gala 2026-10-01 Bruce Davis Other Task Completed: text for meeting follow up 2026-10-01 Bruce Davis Phone Call Completed: gala invitation and mtg request — done 2026-09-30 Jim Powell Phone Call Completed: Assess for next steps 2026-09-30 Allen Harrison Phone Call Completed: follow up on gift expansion and gala 2026-09-28 Allen Harrison Phone Call Completed: f/u regarding gala table, send land info 2026-09-18 Allen Harrison In-Person Meeting Mass, plus coffee after - update on progress, explore potential increase Allen m 2026-09-18 Travis Hughes Phone Call Completed: interaction based on prior solitication 2026-09-18 Allen Harrison In-Person Meeting Discussed gala table and St Pat's contacts, longer term expanded pledge, and pos 2026-09-17 Travis Hughes Phone Call Completed: follow up again for solicitation discussion 2026-09-16 Bill McCuen In-Person Meeting Completed: solicitation meeting based on summer ask 2026-09-11 Dom Grasso Other Task Completed: Send him a pledge letter with open-ended schedule. — NM done 2026-09-11 Bill McCuen Other Task Completed: prep for lunch w bill - send him location 2026-09-11 Chris Kaila Other Task Completed: f/u text for meeting — left VM again - nothing yet 2026-09-11 Jim Powell Phone Call Learned that he is freed up from existing pledges and has room, capacity, and in 2026-09-03 Bill McCuen Phone Call Completed: Re: parent match 2026-09-02 Dom Grasso Other Task Completed: JM to solicit 2026-09-02 Dom Grasso In-Person Meeting Completed: Wednesday or Thursday meeting with Dom 2026-09-01 Gene d'Agostino Other Task Completed: check JM texts - f/u was August 18
