Group:
Showing: Julian · Group 3 (100K+) · 4 donors
$441,602
Total Funds Raised
$317,542
Available for Construction
$88,508
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 →
2
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
2
Pledge / Committed
$175,000 pledged
1 moved (0 fwd) ▶
🚫 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 — Julian · Group 3 (100K+)
Edit Goals →
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $175,000 / $10,500,000 1.7%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $25,000 / $5,000,000 0.5%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $175,000 / $7,500,000 2.3%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $25,000 / $8,000,000 0.3%
📊 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 No un-pledged Solicitation donors. Great work!
🤝 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)
0
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
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D. Grasso JM 3
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D. Grasso JM 9
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9/21 21
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9/28 28
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Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
2
Pledge / Committed
$175,000 pledged
1 moved (0 fwd) ▶
🚫 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 1
Donor Was Due Action Jim Koehr 2026-08-17 get pledge letter
🟡 Due This Week 1
Donor Due Action Dom Grasso 2026-09-08 Send him a pledge letter with open-ended schedule.
📅 Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted · unique donors
Next 7 DaysScheduled · target 5
Next 30 DaysScheduled · target 20
All Meetings
1
$50,000
1 / 5
$50,000
1 / 20
$50,000
🤝 In-Person Meeting — — — 💻 Virtual Meeting — — — 📞 Phone Call — — — 🏫 Site Visit — — — ⚠️ Overdue — (1 total)
⚠️ 2 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
📋 Recent Activity
Date Donor Type Notes 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 2026-08-12 Jim Koehr Next Action Complete Completed: Campaign pledge solicitation / flooring in kind 2026-07-17 Jim Koehr Phone Call follow up from meeting Jim introduced us to Ron Riggins. Meeting coordinated wit 2026-07-17 Dom Grasso Next Action Complete Completed: Schedule strategy meeting and five year pledge 2026-07-17 Dom Grasso Next Action Complete Completed: Schedule ask meeting 2026-06-15 Jim Koehr Next Action Complete Completed: Follow up for visit request 2026-06-10 Jim Koehr Next Action Complete Completed: Call to discuss thesis and longer term pledge / bond — called/emailed 2026-05-18 Jim Koehr Next Action Complete Completed: discuss longer term pledge after thesis finals 2026-05-18 Jim Koehr Next Action Complete Completed: Left VM week of Jan 14; call back 2026-04-10 Jim Koehr Next Action Complete Completed: confirm pledge status; confirm thesis judging 2025-09-17 Dom Grasso In-Person Meeting Meeting logged — Group 3 ($25K–$50K)
