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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: All · Group 4 (50K+) · 37 donors
$0
Total Pledged
$0
Cash Received
$10,000,000
Gap to Goal
0
Signed Pledge Agreements
37
Total in Pipeline
7
Overdue Actions
🏫 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%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 7
DonorWas DueAction
Shawn Elliott2026-06-11Reply to Sean's email and secure follow up meeting
Howard Owen2026-06-11Requested meeting
Howard Owen2026-06-15Follow up if no response
Luis ColonCastro2026-06-11Texted for meeting
Kelly Johnson2026-06-16Text regarding meeting and tour
Dom Grasso2026-06-22Schedule strategy meeting and five year pledge
John Kaila2026-06-22follow up
🟡 Due This Week 1
DonorDueAction
Matthew Crane2026-07-10Update Matt about Rotary Club presentation
🔄 Cultivation Pipeline Flow
Bar width = donor count
9
Identification $310,000 capacity
2 moved▶
13
Qualification $160,000 capacity
5 moved▶
8
Cultivation $400,000 capacity
8 moved (0 fwd)▶
4
Solicitation $225,000 capacity
2 moved (1 fwd)▶
0
Pledge / Committed
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
1Not Qualified+4 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.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage 🟡 30d+   🔴 60d+
DonorStageOwnerDays
Dan CunninghamIdentificationNick91d
Dom GrassoCultivationNick91d
Mark DethlefsenQualificationNick91d
Pete DoranQualificationNick91d
Mona TannerSolicitationNick91d
Vance SewellQualificationNick91d
Clancy DuncanIdentificationNick91d
Fitzhugh Johnson IIICultivationNick91d
Franco MadanQualificationNick91d
Chad WahlinIdentificationNick91d
Paula O'KeefeQualificationNick91d
Joe CrnkovichQualificationNick91d
Jim BurdanQualification—91d
Philip CamillIdentification—91d
Chad FinchQualification—91d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Mona TannerNick$100,0002026-05-27
Howard OwenNick$50,0002026-06-11
Shawn ElliottNick$50,0002026-05-21
Luis ColonCastroNick$25,0002026-05-21
👥 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
Dan CunninghamIdentification$100,000
Matthew CraneCultivation$100,000
Mona TannerSolicitation$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
Fitzhugh Johnson IIICultivation$50,000
+ 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
8
9
10
M. CraneNM
11
12
7/13
13
14
15
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
0
$0
1/ 5
$100,000
1/ 20
$100,000
🤝 In-Person Meeting—1
$100,000
1
$100,000
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
📞 1  (6 total)
⚠️ 20 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-06-25Fitzhugh Johnson IIINext Action CompleteCompleted: to explore 5-year commit
2026-06-16John KailaNext Action CompleteCompleted: Email John to set up a follow up meeting — done
2026-06-16Bill FreehlingNext Action CompleteCompleted: Check in about August meeting
2026-06-11Howard OwenNext Action CompleteCompleted: check in with Susan
2026-05-27Mona TannerNext Action CompleteCompleted: Follow-up for pledge (Mona or Erin) — left vm, will need another
2026-05-26Philip CamillNext Action CompleteCompleted: invite to commencement
2026-05-21Deacon Mike StrainNext Action CompleteCompleted: Sent commencement invite
2026-05-21Luis ColonCastroNext Action CompleteCompleted: Sent commencement invite
2026-05-21Shawn ElliottNext Action CompleteCompleted: Sent commencement invite
2026-05-18Philip CamillNext Action CompleteCompleted: Follow up with Erin
2026-05-18John KailaNext Action CompleteCompleted: Second follow-up if needed
2026-05-18Ryan ThompsonNext Action CompleteCompleted: Second follow-up if needed
2026-05-11John KailaNext Action CompleteCompleted: Erin send gift-based follow-up
2026-05-11Ryan ThompsonNext Action CompleteCompleted: Erin send gift-based follow-up
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