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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
➕ Add Donor
Owner:
All Nick Julian Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: All · Group 4 (50K+) · 37 donors
🏫 Campaign Goals — Progress · Group 4 (50K+) 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%
$0
Total Pledged
$0
Cash Received
$10,000,000
Gap to Goal
0
Signed Pledge Agreements
37
Total in Pipeline
4
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
$75,000
1/ 5
$25,000
1/ 20
$25,000
🤝 In-Person Meeting—1
$25,000
1
$25,000
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
🤝 4  (4 total)
⚠️ 22 open actions have no due date set and will not appear in the scheduled windows above.
🔄 Cultivation Pipeline Flow
Bar width = donor count
11
Identification $410,000 capacity
5 moved (3 fwd)▶
13
Qualification $160,000 capacity
5 moved▶
7
Cultivation $285,000 capacity
7 moved (3 fwd)▶
3
Solicitation $125,000 capacity
2 moved▶
0
Pledge / Committed
→▶
0
Stewardship
🚫 Off-Pipeline
1Not Qualified+3 last 30d
2Declined+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
Dan CunninghamIdentification$100,000
Matthew CraneCultivation$100,000
Koch FoundationCultivation$100,000
Howard OwenSolicitation$50,000
Dom GrassoCultivation$50,000
Mark DethlefsenQualification$50,000
Shawn ElliottSolicitation$50,000
Clancy DuncanIdentification$50,000
Matt McCorkleQualification$50,000
Craig MoebusIdentification$50,000
+ Add Donor
📋 Gift Range Donut
🔴 Overdue Actions 4
DonorWas DueAction
Mark Weber2026-04-22JM needs to call again
Philip Camill2026-05-06Follow up with Erin
Howard Owen2026-05-07Check in with Susan
Vance Sewell2026-05-08Follow up for updates/scheduling meeting
🟡 Due This Week 1
DonorDueAction
Mona Tanner2026-05-15Follow-up for pledge (Mona or Erin)
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
4/27
27
28
29
30
1
2
3
5/4
4
M. TannerNM
5
H. OwenNM
6
7
8
P. Camill
9
10
5/11
11
12
13
14
15
M. TannerNM
16
17
5/18
18
19
20
21
22
23
24
5/25
25
26
27
28
29
30
31
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📋 Recent Activity
DateDonorTypeNotes
2026-05-08Philip CamillNext Action CompleteCompleted: Invite to senior thesis finals
2026-05-05Howard OwenNext Action CompleteCompleted: Left VM
2026-05-04Mona TannerNext Action CompleteCompleted: Text Erin about May 8 attendance
2026-04-28Luis ColonCastroIn-Person Meeting
2026-04-28Howard OwenNext Action CompleteCompleted: follow up call to Howard
2026-04-28Matthew CraneNext Action CompleteCompleted: follow up email regarding his invite to speak at Charlottesville rota
2026-04-20Luis ColonCastroNext Action CompleteCompleted: confirm dinner meeting
2026-04-20Luis ColonCastroNext Action CompleteCompleted: follow up after dinner
2026-04-14Matthew CraneNext Action CompleteCompleted: follow up on request
2026-04-13Howard OwenNext Action CompleteCompleted: called Howard / VM to invite to May 8 event
2026-04-01Shawn ElliottIn-Person MeetingMeeting logged — Group 3 ($25K–$50K)
2026-03-27Clancy DuncanIn-Person MeetingMeeting logged — Group 3 ($25K–$50K)
2026-02-09Bill FreehlingIn-Person MeetingMeeting logged — Group 5 (No Ask-TBD)
2026-02-04Fitzhugh JohnsonIn-Person MeetingMeeting logged — Group 4 ($10K–$20K)
2025-10-15Luis ColonCastroIn-Person MeetingMeeting logged — Group 3 ($25K–$50K)
2025-09-17Dom GrassoIn-Person MeetingMeeting logged — Group 3 ($25K–$50K)
✉ 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%