Group:
Showing: Julian · Group 4 (50K+) · 3 donors
$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 →
0
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
🚫 Off-Pipeline
0 Not Qualified +1 last 30d
0 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.
🚫 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.
🏫 Campaign Goals — Progress — Julian · Group 4 (50K+)
Edit Goals →
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $0 / $10,500,000 0.0%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $0 / $5,000,000 0.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $0 / $7,500,000 0.0%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $0 / $8,000,000 0.0%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
Name Stage Capacity Add donors with capacity to see prospects here.
🎯 Ask Gap
Solicitation · no pledge yet
Donor Owner Capacity Last Activity No un-pledged Solicitation donors. Great work!
🤝 Existing
Pipeline Distribution
📋 New
Pipeline Distribution
❓ 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)
0
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
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9/7 7
8
9
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13
9/14 14
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9/21 21
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9/28 28
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1
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4
Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
🚫 Off-Pipeline
0 Not Qualified +1 last 30d
0 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.
🚫 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.
🔴 Overdue Actions 0
Donor Was Due Action All clear!
🟡 Due This Week 0
Donor Due Action Nothing due this week.
📅 Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted · unique donors
Next 7 DaysScheduled · target 5
Next 30 DaysScheduled · target 20
All Meetings
0
$0
0 / 5
$0
0 / 20
$0
🤝 In-Person Meeting — — — 💻 Virtual Meeting — — — 📞 Phone Call — — — 🏫 Site Visit — — —
⚠️ 1 open action have no due date set and will not appear in the scheduled windows above.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage
🟡 30d+ 🔴 60d+
👥 Owner Workload
All owners
Nick
157 total · 112 active · 41 overdue
Unassigned
35 total · 33 active · 1 overdue
Julian
25 total · 22 active · 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
