The Summit Academy seal
Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
➕ Add Donor
Owner:
All Nick Julian Matt Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Nick · Group 3 (100K+) · 32 donors
$457,000
Total Pledged
$178,458
Cash Received
$9,543,000
Gap to Goal
8
Signed Pledge Agreements
32
Total in Pipeline
15
Overdue Actions
🏫 Campaign Goals — Progress — Nick · Group 3 (100K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $457,000 / $10,500,000  4.4%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $178,458 / $5,000,000  3.6%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $457,000 / $7,500,000  6.1%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $178,458 / $8,000,000  2.2%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 15
DonorWas DueAction
Jack Helbling2026-07-01Peter to contact
Allen Stibora2026-07-01ask Joe about follow up
Shaun Kenney / Family2026-05-21email to set up home visit
John Clancy2026-05-22Call Bill for connection
Mike Murray2026-05-22Call Bill for connection
Jim Powell2026-06-30Assess for next steps
Rowena Sewell2026-05-22Find out more about Sewell family involvement from mini campaign
Dan Flatley2026-06-05Figure out visit date
Travis Hughes2026-06-02to check status
Bill McCuen2026-06-12Re: parent match
🟡 Due This Week 1
DonorDueAction
Jim Koehr2026-07-15Campaign pledge solicitation / flooring in kind
🔄 Cultivation Pipeline Flow
Bar width = donor count
4
Identification $200,000 capacity
2 moved▶
10
Qualification $650,000 capacity
5 moved▶
4
Cultivation $450,000 capacity
8 moved (0 fwd)▶
6
Solicitation $25,000 pledged
2 moved (1 fwd)▶
7
Pledge / Committed $432,000 pledged
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
0Not Qualified+4 last 30d
1Declined+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
John ClancyIdentificationNick91d
Mike MurrayIdentificationNick91d
Ed GrassoQualificationNick91d
Dan FlatleyQualificationNick91d
John DeMatteoIdentificationNick91d
Travis HughesSolicitationNick91d
Bruce DavisSolicitationNick91d
Jim PowellQualificationNick91d
Allen StiboraQualificationNick91d
Rowena SewellQualificationNick91d
Bill McCuenSolicitationNick91d
Gene d'AgostinoCultivationNick91d
Mary Ellen BorkIdentificationNick91d
Mark HudsonQualificationNick91d
Sean KlineQualificationNick91d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Travis HughesNick$100,0002026-06-01
Bruce DavisNick$100,0002026-07-07
Chris KailaNick$100,0002026-05-18
Paul DesiletsNick$100,0002026-05-26
Bill McCuenNick$50,0002026-06-11
👥 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
Ann SchiererCultivation$250,000
M&T Foundation Matt BushQualification$250,000
John ClancyIdentification$100,000
Mike MurrayIdentification$100,000
Ed GrassoQualification$100,000
Travis HughesSolicitation$100,000
Bruce DavisSolicitation$100,000
Jim PowellQualification$100,000
Raskob FoundationCultivation$100,000
Rachel CogginsCultivation$100,000
+ 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
2
3
4
5
7/6
6
7
B. DavisNM
8
9
10
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
1
$100,000
1/ 5
$250,000
1/ 20
$250,000
🤝 In-Person Meeting—1
$250,000
1
$250,000
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
🤝 2📞 7  (14 total)
⚠️ 6 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-07-07Bruce DavisNext Action CompleteCompleted: follow up meeting request — done
2026-06-30Bruce DavisNext Action CompleteCompleted: meeting request
2026-06-16Ann SchiererNext Action CompleteCompleted: Two follow up emails - No response
2026-06-16Rachel CogginsNext Action CompleteCompleted: Follow up about May 8 event
2026-06-16 Raskob FoundationNext Action CompleteCompleted: Drive project progress
2026-06-16 Raskob FoundationNext Action CompleteCompleted: Send follow up email explaining Capital Campaign project — done
2026-06-15Jim KoehrNext Action CompleteCompleted: Follow up for visit request
2026-06-11Bill McCuenNext Action CompleteCompleted: check status
2026-06-11Mike HamannNext Action CompleteCompleted: Follow up for updates/scheduling meeting
2026-06-11Mike HamannNext Action CompleteCompleted: send tax letter
2026-06-10Jim KoehrNext Action CompleteCompleted: Call to discuss thesis and longer term pledge / bond — called/emailed
2026-06-01Bill McCuenNext Action CompleteCompleted: Follow up for updates/scheduling meeting — left VM for match
2026-06-01Bill McCuenNext Action CompleteCompleted: folloow up to request meeting
2026-06-01Travis HughesNext Action CompleteCompleted: to request meeting / match challenge
2026-05-28M&T Foundation Matt BushNext Action CompleteCompleted: Phone call
2026-05-28M&T Foundation Matt BushNext Action CompleteCompleted: Call Matt — checked in - VM
2026-05-26Ed GrassoNext Action CompleteCompleted: Arrange meeting through Barb — not at this time
2026-05-26Shaun Kenney / FamilyNext Action CompleteCompleted: engage Harrison to do library — check with BOD
2026-05-26Paul DesiletsNext Action CompleteCompleted: Follow up with Louise about May 8 event — left VM
2026-05-26Paul DesiletsNext Action CompleteCompleted: invited to commencement