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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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Owner:
All Nick Julian Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Nick · Group 3 (100K+) · 28 donors
🏫 Campaign Goals — Progress — Nick · Group 3 (100K+) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $455,000 / $10,500,000  4.3%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $136,458 / $5,000,000  2.7%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $455,000 / $7,500,000  6.1%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $136,458 / $8,000,000  1.7%
$455,000
Total Pledged
$136,458
Cash Received
$9,545,000
Gap to Goal
7
Signed Pledge Agreements
28
Total in Pipeline
7
Overdue Actions
📅 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
3
$250,000
1/ 5
$100,000
2/ 20
$200,000
🤝 In-Person Meeting—1
$100,000
2
$200,000
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
🤝 6  (7 total)
⚠️ 20 open actions have no due date set and will not appear in the scheduled windows above.
🔄 Cultivation Pipeline Flow
Bar width = donor count
5
Identification $300,000 capacity
5 moved (3 fwd)▶
8
Qualification $400,000 capacity
5 moved▶
4
Cultivation $350,000 capacity
7 moved (3 fwd)▶
3
Solicitation $250,000 capacity
2 moved▶
7
Pledge / Committed $455,000 pledged
→▶
0
Stewardship
🚫 Off-Pipeline
0Not Qualified+3 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.
📊 Capacity & Pledges by Stage
🔄 Recent Stage Movements
DateDonorFromTo
2026-05-06Drew MullinsSolicitation→Pledge / Committed
2026-05-06Joe WilsonIdentification→Qualification
2026-05-06Richard GalofaroIdentification→Qualification
2026-04-30Ron & Luke RobsonQualification→Cultivation
2026-04-30Josh KentIdentification→Qualification
2026-04-30Ann SchiererIdentification→Cultivation
2026-04-28Everardo DiazDeclined→Cultivation
2026-04-28Shawn ElliottQualification→Cultivation
2026-04-28Liz JohnsonQualification→Cultivation
2026-04-28Matthew CraneQualification→Cultivation
2026-04-28Gary TharaldsonNot Qualified→Qualification
2026-04-28Gary TharaldsonCultivation→Not Qualified
🎯 Top Unpledged Prospects
NameStageCapacity
Ann SchiererCultivation$250,000
Jack HelblingQualification$100,000
John ClancyIdentification$100,000
Mike MurrayIdentification$100,000
Ed GrassoQualification$100,000
Travis HughesSolicitation$100,000
Bruce DavisSolicitation$100,000
Jim PowellQualification$100,000
Rachel CogginsCultivation$100,000
Paul DesiletsIdentification$100,000
+ Add Donor
📋 Gift Range Donut
🔴 Overdue Actions 7
DonorWas DueAction
John Clancy2026-04-29call bill to arrange meeting
Allen and Beth Stibora2026-05-07Call Joe again
Rich Delaney2026-05-08Follow up for updates/scheduling meeting
Mike Hamann2026-05-08Follow up for updates/scheduling meeting
Travis Hughes2026-05-08Follow up for updates/scheduling meeting
Bill McCuen2026-05-08Follow up for updates/scheduling meeting
Shaun Kenney / Family2026-05-08Confirm meeting for next week
🟡 Due This Week 1
DonorDueAction
Jim Koehr2026-05-14discuss longer term pledge after thesis finals
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
4/27
27
28
29
30
1
2
3
5/4
4
5
A. StiboraNMJ. HelblingNME. GrassoNM
6
7
8
9
10
5/11
11
12
13
14
J. KoehrNM
15
16
17
5/18
18
19
20
21
22
E. GrassoNM
23
24
5/25
25
26
27
28
29
30
31
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📋 Recent Activity
DateDonorTypeNotes
2026-05-05c/o Costellos Home Run Inn FoundationPhone Call
2026-05-05Allen and Beth StiboraNext Action CompleteCompleted: Phone call
2026-05-05Jack HelblingNext Action CompleteCompleted: Phone call — Left VM
2026-05-05Ed GrassoNext Action CompleteCompleted: Talk to Barb about contacting them.
2026-04-28Chris VomundNext Action CompleteCompleted: send finalized pledge agreement based on feedback
2026-04-20Chris VomundNext Action CompleteCompleted: Lunch meeting 12pm
2026-04-17Chris VomundIn-Person MeetingDiscussed May 8 prospects; Kent family has younger kids, runs paving company - D
2026-04-16Chris VomundNext Action CompleteCompleted: follow up if nothing
2026-04-14Chris VomundNext Action CompleteCompleted: lunch meeting scheduling for May event prep
2026-04-10Jim KoehrNext Action CompleteCompleted: confirm pledge status; confirm thesis judging
2026-03-30Shaun Kenney / FamilyIn-Person MeetingMeeting logged — Group 2 ($100K)
2026-03-23Shaun Kenney / FamilyIn-Person MeetingMeeting logged — Group 2 ($100K)
2026-03-05Bruce DavisIn-Person MeetingMeeting logged — Group 2 ($100K)
2026-02-25Allen HarrisonIn-Person MeetingMeeting logged — Group 3 ($25K–$50K)
2025-10-23Mike HamannIn-Person MeetingMeeting logged — Group 2 ($100K)
2025-10-15Gene d'AgostinoIn-Person MeetingMeeting logged — Group 5 (No Ask-TBD)
2025-10-09Rich DelaneyIn-Person MeetingMeeting logged — Group 2 ($100K)
2025-10-02Chris VomundIn-Person MeetingMeeting logged — Group 2 ($100K)
2025-10-01Bruce DavisIn-Person MeetingMeeting logged — Group 2 ($100K)
2025-09-29Rich DelaneyIn-Person MeetingMeeting logged — Group 2 ($100K)
✉ Online Pledge RequestsView Donors →
7
Sent — Awaiting View
111
Viewed — Not Submitted
3
Completed
🏫 Community Family Participation View All Families →
106
Total Families
101
Contacted
95%
38
Contributing
36%
$99,060
Total Family Giving
Giving Tiers
Friend
$1 – $249
7 fam.
$790
Supporter
$250 – $999
10 fam.
$4,150
Patron
$1,000 – $4,999
15 fam.
$39,720
Champion
$5,000+
6 fam.
$54,400
📞 Outreach Progress
101 of 106 families contacted (95%)
🤝 In-Person / Attended
45 of 106 attended event or met in person (42%)
🎁 Participation Rate
38 of 106 families have given
📋 $2M 5-Yr Pledge Goal
$56,992 of $2,000,000 committed  ·  3%