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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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Owner:
All Nick Julian Matt Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Matt · Group 3 (100K+) · 0 donors
$0
Total Pledged
$0
Cash Received
$10,000,000
Gap to Goal
0
Signed Pledge Agreements
0
Total in Pipeline
0
Overdue Actions
🏫 Campaign Goals — Progress — Matt · Group 3 (100K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $0 / $10,500,000  0.0%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $0 / $5,000,000  0.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $0 / $7,500,000  0.0%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $0 / $8,000,000  0.0%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 0
DonorWas DueAction
All clear!
🟡 Due This Week 0
DonorDueAction
Nothing due this week.
🔄 Cultivation Pipeline Flow
Bar width = donor count
0
Identification
2 moved▶
0
Qualification
5 moved▶
0
Cultivation
8 moved (0 fwd)▶
0
Solicitation
2 moved (1 fwd)▶
0
Pledge / Committed
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
0Not Qualified+4 last 30d
0Declined+1 last 30d
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.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage 🟡 30d+   🔴 60d+
DonorStageOwnerDays
Enrique SeguraQualificationNick91d
Gene ZurloSolicitationNick91d
Mike OrtnerCultivationJulian91d
Pat GelsingerQualificationNick91d
Abbey GroupQualificationNick91d
Regan LaMotheCultivationNick91d
Sandra Andreas McMurtrieIdentificationNick91d
John ClancyIdentificationNick91d
Mike MurrayIdentificationNick91d
Paul PilzerIdentificationNick91d
Dan CunninghamIdentificationNick91d
Ed GrassoQualificationNick91d
Nate DobbinsQualificationNick91d
Dan FlatleyQualificationNick91d
John DeMatteoIdentificationNick91d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Ron & Luke RobsonNick$2,000,0002026-07-07
Howard DahlNick$1,000,0002026-05-21
Gene ZurloNick$500,0002026-04-29
c/o Larry Bean Martin Family FoundationNick$500,0002026-07-01
Josh KentNick$500,0002026-05-28
Travis HughesNick$100,0002026-06-01
Bruce DavisNick$100,0002026-07-07
Mona TannerNick$100,0002026-05-27
Chris KailaNick$100,0002026-05-18
Paul DesiletsNick$100,0002026-05-26
👥 Owner Workload All owners · brighter bar = active prospects
Nick
148 total · 110 active · 39 overdue
Unassigned
26 total · 24 active · 1 overdue
Julian
21 total · 19 active · 4 overdue
Matt
9 total · 9 active · 3 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
2 total · 2 active · 1 overdue
ET
1 total · 1 active
🎯 Top Unpledged Prospects
NameStageCapacity
Add donors with capacity to see prospects here.
+ Add Donor
🔄 Recent Stage Movements
DateDonorFromTo
2026-07-08Bill OroszQualification→Cultivation
2026-06-30Bill OroszIdentification→Qualification
2026-06-25Joe WilsonQualification→Cultivation
2026-06-16Rosswood Foundation c/o Alex RossCultivation→Not Qualified
2026-06-16Murray MichaelsCultivation→Not Qualified
2026-06-16Trae StephensIdentification→Qualification
2026-06-15Jim KoehrPledge / Committed→Solicitation
2026-06-15Justin SchneirQualification→Cultivation
2026-06-15Liz JohnsonCultivation→Not Qualified
2026-06-15David MeyerCultivation→Not Qualified
2026-06-15Joshua GideonCultivation→Stewardship
2026-06-15Dennis GerberCultivation→Stewardship
🤝 Existing vs New Introduction — Success Rates & Pipeline Progress Sort donors by intro type →
🤝 Existing
Donors
96
Pledged
14 (15%)
Avg Capacity
$151,289
Pledged $
$3,139,750
Pipeline Distribution
Identification
20
Qualification
35
Cultivation
8
Solicitation
9
Pledge / Committed
16
Stewardship
3
📋 New
Donors
96
Pledged
4 (4%)
Avg Capacity
$761,807
Pledged $
$550,000
Pipeline Distribution
Identification
21
Qualification
24
Cultivation
16
Solicitation
8
Pledge / Committed
4
Stewardship
1
❓ Unset
Donors
20
Pledged
0 (0%)
Avg Capacity
$175,000
Pledged $
—
Pipeline Distribution
Identification
19
Qualification
0
Cultivation
0
Solicitation
0
Pledge / Committed
0
Stewardship
0
📋 Gift Range Donut
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
6/29
29
30
1
c. Martin Family FoundationNM
2
3
4
5
7/6
6
7
G. LoegeringNMB. DavisNMR. RobsonNM
8
J. WilsonNMS. McMurtrieNMB. OroszNM
+1 more
9
10
M. CraneNM. McNeice FoundationNMc. Martin Family FoundationNM
11
12
7/13
13
14
15
J. KoehrNM
16
17
18
19
7/20
20
21
22
23
24
25
26
7/27
27
28
29
30
31
1
2
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📅 Meeting & Ask Cadence
Action Type Last 7 Days
Completed · unique donors		 Next 7 Days
Scheduled · target 5		 Next 30 Days
Scheduled · target 20
All Meetings
5
$5,100,000
7/ 5
$4,700,000
7/ 20
$4,700,000
🤝 In-Person Meeting—2
$350,000
2
$350,000
💻 Virtual Meeting———
📞 Phone Call—2
$2,500,000
2
$2,500,000
🏫 Site Visit———
⚠️ Overdue—
🤝 3📞 17  (48 total)
⚠️ 76 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
No activities logged yet. Log one now →