Group:
Showing: Nick · Group 4 (50K+) · 26 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
6
Identification
$310,000 capacity
1 moved ▶
8
Qualification
$160,000 capacity
→ ▶
6
Cultivation
$350,000 capacity
→ ▶
4
Solicitation
$225,000 capacity
→ ▶
🚫 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.
🚫 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 — Nick · 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 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
🎯 Ask Gap
Solicitation · no pledge yet
🤝 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 10/26 26
27
28
29
30
31
1
11/2 2
3
4
5
6
7
8
11/9 9
10
11
12
13
14
15
11/16 16
17
18
19
20
21
22
11/23 23
24
25
26
27
28
29
Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
6
Identification
$310,000 capacity
1 moved ▶
8
Qualification
$160,000 capacity
→ ▶
6
Cultivation
$350,000 capacity
→ ▶
4
Solicitation
$225,000 capacity
→ ▶
🚫 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.
🚫 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.
🟡 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 — — — ⚠️ Overdue — 📞 1 (4 total)
⚠️ 12 open actions 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
156 total · 108 active · 40 overdue
Unassigned
35 total · 33 active · 1 overdue
Julian
30 total · 26 active · 9 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
📋 Recent Activity
Date Donor Type Notes 2026-09-01 Luis ColonCastro Email / Correspondence Completed: Texted for meeting 2026-08-12 Matthew Crane Email / Correspondence Completed: emailed re Holtzman contact 2026-08-12 Howard Owen Phone Call Completed: Follow up if no response 2026-08-12 Howard Owen Email / Correspondence Completed: Requested meeting 2026-06-25 Fitzhugh Johnson III In-Person Meeting Completed: to explore 5-year commit 2026-06-16 John Kaila Email / Correspondence Completed: Email John to set up a follow up meeting — done 2026-06-16 Bill Freehling Email / Correspondence Completed: Check in about August meeting 2026-06-11 Howard Owen Phone Call Completed: check in with Susan 2026-05-27 Mona Tanner In-Person Meeting Completed: Follow-up for pledge (Mona or Erin) — left vm, will need another 2026-05-21 Luis ColonCastro Email / Correspondence Completed: Sent commencement invite 2026-05-21 Shawn Elliott Email / Correspondence Completed: Sent commencement invite 2026-05-18 John Kaila Email / Correspondence Completed: Second follow-up if needed 2026-05-18 Ryan Thompson Email / Correspondence Completed: Second follow-up if needed 2026-05-11 John Kaila Email / Correspondence Completed: Erin send gift-based follow-up 2026-05-11 Ryan Thompson Email / Correspondence Completed: Erin send gift-based follow-up 2026-05-05 Howard Owen In-Person Meeting Completed: Left VM 2026-05-04 Mona Tanner In-Person Meeting Completed: Text Erin about May 8 attendance 2026-04-28 Luis ColonCastro In-Person Meeting 2026-04-28 Howard Owen In-Person Meeting Completed: follow up call to Howard 2026-04-28 Matthew Crane In-Person Meeting Completed: follow up email regarding his invite to speak at Charlottesville rota
