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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 5 (<50K) · 58 donors
$27,750
Total Pledged
$0
Cash Received
$9,972,250
Gap to Goal
3
Signed Pledge Agreements
58
Total in Pipeline
5
Overdue Actions
🏫 Campaign Goals — Progress · Group 5 (<50K) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $27,750 / $10,500,000  0.3%
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: $27,750 / $7,500,000  0.4%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $0 / $8,000,000  0.0%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 5
DonorWas DueAction
John Cook2026-06-15check back in about meeting
Jamee Rodgers2026-06-22Check-in about board meeting and Drew Mullin's connection
Andrew Bodoh2026-06-22Schedule strategy meeting and five year pledge
Rick Sluszka2026-06-22Schedule strategy meeting and five year pledge
Jose Munoz2026-06-22Follow up regarding contacts
🟡 Due This Week 0
DonorDueAction
Nothing due this week.
🔄 Cultivation Pipeline Flow
Bar width = donor count
18
Identification $35,000 capacity
2 moved▶
20
Qualification $200,000 capacity
5 moved▶
3
Cultivation $30,000 capacity
8 moved (0 fwd)▶
2
Solicitation
2 moved (1 fwd)▶
5
Pledge / Committed $27,750 pledged
1 moved (0 fwd)▶
4
Stewardship $80,000 capacity
🚫 Off-Pipeline
4Not 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
Nate DobbinsQualificationNick91d
Jamee RodgersSolicitationNick91d
Ken CuccinelliQualificationNick91d
Michael MeyerQualificationNick91d
Rick SluszkaCultivationNick91d
James ContinoQualificationNick91d
Andrew BodohCultivationNick91d
Paul KudarauskasQualification—91d
Jose MunozCultivation—91d
Clarence Collins & Kimberly YoungIdentificationNick91d
Ben NavarroIdentificationNick91d
Greg MollersIdentificationNick91d
Paul DoerrerIdentificationNick91d
Robert CrnkovichIdentificationNick91d
Paul StevensIdentificationNick91d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Jamee RodgersNick$02026-06-11
Nicholas MarrNick$0—
👥 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
Liz JohnsonNot Qualified$100,000
Nate DobbinsQualification$100,000
Ken CuccinelliQualification$50,000
Everardo DiazStewardship$50,000
Matt TierneyStewardship$30,000
Michael MeyerQualification$25,000
Mark HainseyPledge / Committed$25,000
Julie DameronIdentification$25,000
Rick SluszkaCultivation$20,000
James ContinoQualification$15,000
+ 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
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
0/ 5
$0
0/ 20
$0
🤝 In-Person Meeting———
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
📞 2  (5 total)
⚠️ 34 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-06-16Jose MunozNext Action CompleteCompleted: Follow up regarding Kevin Green and local contacts
2026-06-11Mark HainseyNext Action CompleteCompleted: Meeting 3/4 1pm
2026-06-11Jamee RodgersNext Action CompleteCompleted: regarding bond / pri
2026-06-11Jamee RodgersVirtual MeetingMeeting with Jamee and Scott Holdman. Scott pitched impact investing and will fo
2026-05-27Michael MeyerNext Action CompleteCompleted: follow up on Port Royal contact — left Vm; need again
2026-05-21Bill BettsNext Action CompleteCompleted: Called 1/27
2026-05-21Bill BettsNext Action CompleteCompleted: Sent commencement invite
2026-05-21Reese LeskoNext Action CompleteCompleted: Send no-show follow-up
2026-05-21John CookNext Action CompleteCompleted: Send no-show follow-up
2026-05-21Paul KudarauskasNext Action CompleteCompleted: f/u email
2026-05-21Jamee RodgersNext Action CompleteCompleted: Call about bond / PRI possibility
2026-05-21Jamee RodgersNext Action CompleteCompleted: Send follow-up email with one-pager
2026-05-19Jamee RodgersNext Action CompleteCompleted: set meeting for April to discuss United Way, Fred Charitable
2026-05-18Paul KudarauskasNext Action CompleteCompleted: Follow up with Kristin about current giving
2026-05-18Paul KudarauskasNext Action CompleteCompleted: In scheduling for meeting
2026-05-18Michael MeyerNext Action CompleteCompleted: Call again
2026-05-11John CookNext Action CompleteCompleted: Sent no-show follow-up
2026-05-05Michael MeyerNext Action CompleteCompleted: Left message
2026-05-05Michael MeyerNext Action CompleteCompleted: Left VM
2026-04-29Liz JohnsonVirtual Meeting