Group:
Showing: All · Group 5 (<50K) · 58 donors
$294,352
Total Funds Raised
$195,292
Available for Construction
$39,058
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 →
3
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
18
Identification
$35,000 capacity
1 moved ▶
20
Qualification
$200,000 capacity
→ ▶
3
Cultivation
$30,000 capacity
→ ▶
5
Pledge / Committed
$27,750 pledged
→ ▶
4
Stewardship
$80,000 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.
Total Campaign Goal — Due 2028-01-08 Signed Pledges: $27,750 / $10,500,000 0.3%
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: $27,750 / $7,500,000 0.4%
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 Liz Johnson Not Qualified $100,000 Nate Dobbins Qualification $100,000 Ken Cuccinelli Qualification $50,000 Everardo Diaz Stewardship $50,000 Matt Tierney Stewardship $30,000 Michael Meyer Qualification $25,000 Mark Hainsey Pledge / Committed $25,000 Julie Dameron Identification $25,000 Rick Sluszka Cultivation $20,000 James Contino Qualification $15,000
🎯 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
18
Identification
$35,000 capacity
1 moved ▶
20
Qualification
$200,000 capacity
→ ▶
3
Cultivation
$30,000 capacity
→ ▶
5
Pledge / Committed
$27,750 pledged
→ ▶
4
Stewardship
$80,000 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.
🔴 Overdue Actions 3
Donor Was Due Action John Cook 2026-06-15 check back in about meeting Andrew Bodoh 2026-06-22 Schedule strategy meeting and five year pledge Rick Sluszka 2026-06-22 Schedule strategy meeting and five year pledge
🟡 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 — 📞 2 (3 total)
⚠️ 34 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 2026-08-12 Jamee Rodgers Email / Correspondence Completed: Check-in about board meeting and Drew Mullin's connection 2026-08-12 Jose Munoz Other Task Completed: Follow up regarding contacts — followed up - no response 2026-06-16 Jose Munoz Email / Correspondence Completed: Follow up regarding Kevin Green and local contacts 2026-06-11 Mark Hainsey In-Person Meeting Completed: Meeting 3/4 1pm 2026-06-11 Jamee Rodgers In-Person Meeting Completed: regarding bond / pri 2026-06-11 Jamee Rodgers Virtual Meeting Meeting with Jamee and Scott Holdman. Scott pitched impact investing and will fo 2026-05-27 Michael Meyer Phone Call Completed: follow up on Port Royal contact — left Vm; need again 2026-05-21 Bill Betts In-Person Meeting Completed: Called 1/27 2026-05-21 Bill Betts Email / Correspondence Completed: Sent commencement invite 2026-05-21 Reese Lesko Email / Correspondence Completed: Send no-show follow-up 2026-05-21 John Cook Email / Correspondence Completed: Send no-show follow-up 2026-05-21 Paul Kudarauskas Other Task Completed: f/u email 2026-05-21 Jamee Rodgers Phone Call Completed: Call about bond / PRI possibility 2026-05-21 Jamee Rodgers In-Person Meeting Completed: Send follow-up email with one-pager 2026-05-19 Jamee Rodgers In-Person Meeting Completed: set meeting for April to discuss United Way, Fred Charitable 2026-05-18 Paul Kudarauskas In-Person Meeting Completed: Follow up with Kristin about current giving 2026-05-18 Paul Kudarauskas In-Person Meeting Completed: In scheduling for meeting 2026-05-18 Michael Meyer In-Person Meeting Completed: Call again 2026-05-11 John Cook Email / Correspondence Completed: Sent no-show follow-up 2026-05-05 Michael Meyer In-Person Meeting Completed: Left message
