Group:
Showing: All ยท Group 3 (100K+) ยท 38 donors
๐ฐ Financial
โ
Actions
$973,602
Total Funds Raised
$696,084
Available for Construction
$289,842
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 โ
9
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
6
Identification
$200,000 capacity
3 moved โถ
11
Qualification
$600,000 capacity
3 moved โถ
5
Cultivation
$600,000 capacity
1 moved โถ
6
Solicitation
$700,000 capacity
3 moved (2 fwd) โถ
9
Pledge / Committed
$707,000 pledged
1 moved (0 fwd) โถ
๐ซ Off-Pipeline
0 Not Qualified +1 last 30d
1 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.
๐ซ 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 โ Due 2028-01-08 Signed Pledges: $707,000 / $10,500,000 6.7%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $178,458 / $5,000,000 3.6%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $707,000 / $7,500,000 9.4%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $178,458 / $8,000,000 2.2%
๐ Capacity & Pledges by Stage
๐ฏ 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 Travis Hughes Solicitation $100,000 Bruce Davis Solicitation $100,000 Jim Powell Qualification $100,000 Gene d'Agostino Cultivation $100,000
๐ฏ Ask Gap
Solicitation ยท no pledge yet
๐ค Existing
Pipeline Distribution
๐ New
Pipeline Distribution
โ Unset
Pipeline Distribution
Window:
Last 7 days
Last 30 days
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)
0
New Prospect Meetings (target 3/wk)
5
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
5
$100K+ Solicitations (target 1/wk)
Completed Scheduled OverdueBadge: NM = Nick ยท JM = Julian
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
6
Identification
$200,000 capacity
3 moved โถ
11
Qualification
$600,000 capacity
3 moved โถ
5
Cultivation
$600,000 capacity
1 moved โถ
6
Solicitation
$700,000 capacity
3 moved (2 fwd) โถ
9
Pledge / Committed
$707,000 pledged
1 moved (0 fwd) โถ
๐ซ Off-Pipeline
0 Not Qualified +1 last 30d
1 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.
๐ซ 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.
๐ก Due This Week 2
Donor Due Action
Dom Grasso 2026-09-08 Send him a pledge letter with open-ended schedule. Bill McCuen 2026-09-10 prep for lunch w bill - send him location
๐ Recent Stage Movements
๐
Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted ยท unique donors
Next 7 DaysScheduled ยท target 5
Next 30 DaysScheduled ยท target 20
All Meetings
3
$350,000
2 / 5
$250,000
2 / 20
$250,000
๐ค In-Person Meeting โ โ โ ๐ป Virtual Meeting โ โ โ ๐ Phone Call โ โ โ ๐ซ Site Visit โ โ โ
โ ๏ธ Overdue โ ๐ค 1 ๐ 5 (12 total)
โ ๏ธ 8 open actions have no due date set and will not appear in the scheduled windows above.
๐ Pledge Velocity โ New Pledges by Week (Last 8 Weeks)
โฑ๏ธ Days in Current Stage
๐ก 30d+ ๐ด 60d+
๐ฅ Owner Workload
All owners
Nick
157 total · 112 active ยท 41 overdue
Unassigned
35 total · 33 active ยท 1 overdue
Julian
25 total · 22 active ยท 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
๐ Recent Activity
Date Donor Type Notes
2026-09-03 Bill McCuen Next Action Complete Completed: Re: parent match 2026-09-02 Dom Grasso Next Action Complete Completed: JM to solicit 2026-09-02 Dom Grasso Next Action Complete Completed: Wednesday or Thursday meeting with Dom 2026-09-01 Gene d'Agostino Next Action Complete Completed: check JM texts - f/u was August 18 2026-08-26 Bruce Davis Next Action Complete Completed: for meeting 2026-08-26 Chris Kaila Next Action Complete Completed: for meeting โ left vm 2026-08-26 Allen Stibora Next Action Complete Completed: follow back up with Joe โ done - good to go 2026-08-26 Allen Stibora Next Action Complete Completed: for gift conversation โ email - no # on file. waiting for Joe 2026-08-26 Travis Hughes Next Action Complete Completed: to check status 2026-08-26 Travis Hughes Next Action Complete Completed: checked back in - meeting request 2026-08-18 Gene d'Agostino Next Action Complete Completed: JM to get contacts - Wendy Damrod and Jeff Yass โ JM texted on Aug 18 2026-08-12 Jack Helbling Next Action Complete Completed: Peter to contact 2026-08-12 Allen Stibora Next Action Complete Completed: ask Joe about follow up โ asked Joe again 2026-08-12 Dan Flatley Next Action Complete Completed: Figure out visit date 2026-08-12 Jim Koehr Next Action Complete Completed: Campaign pledge solicitation / flooring in kind 2026-08-06 John Manning Next Action Complete Completed: John will endorse proposal for multiyear pledge to foundation board 2026-08-06 Allen Harrison Next Action Complete Completed: mail Peter / alumni thank you note for leadership gifts 2026-08-06 Rich Delaney Next Action Complete Completed: mail Peter / alumni thank you note for leadership gifts 2026-08-06 Mike Hamann Next Action Complete Completed: mail Peter / alumni thank you note for leadership gifts 2026-08-06 Chris Vomund Next Action Complete Completed: mail Peter / alumni thank you note for leadership gifts