Group:
Showing: All ยท Group 4 (50K+) ยท 36 donors
๐ฐ Financial
โ
Actions
$266,602
Total Funds Raised
$167,542
Available for Construction
$33,508
Annual Cash Expected
Total Funds Raised = donor pledges + signed family 5-yr pledges + family & gala giving.
Cash Received = donor pledge payments + family & gala giving + recurring FACTS gifts accrued
($0 so far). Annual Cash Expected = active donor pledge payments
+ family pledges spread over 5 years + recurring FACTS gifts (annualized).
Adjust recurring gift settings โ
0
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
9
Identification
$310,000 capacity
3 moved โถ
13
Qualification
$160,000 capacity
3 moved โถ
7
Cultivation
$350,000 capacity
1 moved โถ
4
Solicitation
$225,000 capacity
3 moved (2 fwd) โถ
๐ซ Off-Pipeline
1 Not Qualified +1 last 30d
2 Declined
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.
๐ซ Off-Pipeline
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.
Total Campaign Goal โ Due 2028-01-08 Signed Pledges: $0 / $10,500,000 0.0%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $0 / $5,000,000 0.0%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $0 / $7,500,000 0.0%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $0 / $8,000,000 0.0%
๐ Capacity & Pledges by Stage
๐ฏ Top Unpledged Prospects
Name Stage Capacity
Dan Cunningham Identification $100,000 Matthew Crane Cultivation $100,000 Mona Tanner Solicitation $100,000 Koch Foundation Cultivation $100,000 Howard Owen Solicitation $50,000 Mark Dethlefsen Qualification $50,000 Shawn Elliott Solicitation $50,000 Clancy Duncan Identification $50,000 Fitzhugh Johnson III Cultivation $50,000 Matt McCorkle Qualification $50,000
๐ฏ Ask Gap
Solicitation ยท no pledge yet
๐ค Existing
Pipeline Distribution
๐ New
Pipeline Distribution
โ Unset
Pipeline Distribution
Window:
Last 7 days
Last 30 days
0
New Prospect Meetings (target 3/wk)
0
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
1
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
Mon Tue Wed Thu Fri Sat Sun 8/31 31
1
L. ColonCastro NM 2
3
4
5
6
9/7 7
8
9
10
11
12
13
9/14 14
15
16
17
18
19
20
9/21 21
22
23
24
25
26
27
9/28 28
29
30
1
2
3
4
Completed Scheduled OverdueBadge: NM = Nick ยท JM = Julian
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
9
Identification
$310,000 capacity
3 moved โถ
13
Qualification
$160,000 capacity
3 moved โถ
7
Cultivation
$350,000 capacity
1 moved โถ
4
Solicitation
$225,000 capacity
3 moved (2 fwd) โถ
๐ซ Off-Pipeline
1 Not Qualified +1 last 30d
2 Declined
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.
๐ซ Off-Pipeline
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.
๐ก Due This Week 0
Donor Due Action
Nothing due this week.
๐ Recent Stage Movements
๐
Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted ยท unique donors
Next 7 DaysScheduled ยท target 5
Next 30 DaysScheduled ยท target 20
All Meetings
1
$25,000
0 / 5
$0
0 / 20
$0
๐ค In-Person Meeting โ โ โ ๐ป Virtual Meeting โ โ โ ๐ Phone Call โ โ โ ๐ซ Site Visit โ โ โ
โ ๏ธ Overdue โ ๐ 1 (4 total)
โ ๏ธ 18 open actions have no due date set and will not appear in the scheduled windows above.
๐ Pledge Velocity โ New Pledges by Week (Last 8 Weeks)
โฑ๏ธ Days in Current Stage
๐ก 30d+ ๐ด 60d+
๐ฅ Owner Workload
All owners
Nick
157 total · 112 active ยท 41 overdue
Unassigned
35 total · 33 active ยท 1 overdue
Julian
25 total · 22 active ยท 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
๐ Recent Activity
Date Donor Type Notes
2026-09-01 Luis ColonCastro Next Action Complete Completed: Texted for meeting 2026-08-12 Matthew Crane Next Action Complete Completed: emailed re Holtzman contact 2026-08-12 Howard Owen Next Action Complete Completed: Follow up if no response 2026-08-12 Howard Owen Next Action Complete Completed: Requested meeting 2026-06-25 Fitzhugh Johnson III Next Action Complete Completed: to explore 5-year commit 2026-06-16 John Kaila Next Action Complete Completed: Email John to set up a follow up meeting โ done 2026-06-16 Bill Freehling Next Action Complete Completed: Check in about August meeting 2026-06-11 Howard Owen Next Action Complete Completed: check in with Susan 2026-05-27 Mona Tanner Next Action Complete Completed: Follow-up for pledge (Mona or Erin) โ left vm, will need another 2026-05-26 Philip Camill Next Action Complete Completed: invite to commencement 2026-05-21 Deacon Mike Strain Next Action Complete Completed: Sent commencement invite 2026-05-21 Luis ColonCastro Next Action Complete Completed: Sent commencement invite 2026-05-21 Shawn Elliott Next Action Complete Completed: Sent commencement invite 2026-05-18 Philip Camill Next Action Complete Completed: Follow up with Erin 2026-05-18 John Kaila Next Action Complete Completed: Second follow-up if needed 2026-05-18 Ryan Thompson Next Action Complete Completed: Second follow-up if needed 2026-05-11 John Kaila Next Action Complete Completed: Erin send gift-based follow-up 2026-05-11 Ryan Thompson Next Action Complete Completed: Erin send gift-based follow-up 2026-05-08 Philip Camill Next Action Complete Completed: Invite to senior thesis finals 2026-05-05 Howard Owen Next Action Complete Completed: Left VM