The Summit Academy seal
Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
➕ Add Donor
Owner:
All Nick Julian Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Julian · Group 5 (<50K) · 10 donors
🏫 Campaign Goals — Progress — Julian · Group 5 (<50K) Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $0 / $10,500,000  0.0%
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: $0 / $7,500,000  0.0%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $0 / $8,000,000  0.0%
$0
Total Pledged
$0
Cash Received
$10,000,000
Gap to Goal
0
Signed Pledge Agreements
10
Total in Pipeline
0
Overdue Actions
📅 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———
⚠️ 8 open actions have no due date set and will not appear in the scheduled windows above.
🔄 Cultivation Pipeline Flow
Bar width = donor count
3
Identification
5 moved (3 fwd)▶
5
Qualification
5 moved▶
0
Cultivation
7 moved (3 fwd)▶
0
Solicitation
2 moved▶
1
Pledge / Committed
→▶
0
Stewardship
🚫 Off-Pipeline
1Not Qualified+3 last 30d
0Declined+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.
📊 Capacity & Pledges by Stage
🔄 Recent Stage Movements
DateDonorFromTo
2026-05-06Drew MullinsSolicitation→Pledge / Committed
2026-05-06Joe WilsonIdentification→Qualification
2026-05-06Richard GalofaroIdentification→Qualification
2026-04-30Ron & Luke RobsonQualification→Cultivation
2026-04-30Josh KentIdentification→Qualification
2026-04-30Ann SchiererIdentification→Cultivation
2026-04-28Everardo DiazDeclined→Cultivation
2026-04-28Shawn ElliottQualification→Cultivation
2026-04-28Liz JohnsonQualification→Cultivation
2026-04-28Matthew CraneQualification→Cultivation
2026-04-28Gary TharaldsonNot Qualified→Qualification
2026-04-28Gary TharaldsonCultivation→Not Qualified
🎯 Top Unpledged Prospects
NameStageCapacity
Add donors with capacity to see prospects here.
+ Add Donor
📋 Gift Range Donut
🔴 Overdue Actions 0
DonorWas DueAction
All clear!
🟡 Due This Week 0
DonorDueAction
Nothing due this week.
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
4/27
27
28
29
30
1
2
3
5/4
4
5
6
7
8
9
10
5/11
11
12
13
14
15
16
17
5/18
18
19
20
21
22
23
24
5/25
25
26
27
28
29
30
31
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📋 Recent Activity
DateDonorTypeNotes
2025-10-15Todd HelblingIn-Person MeetingMeeting logged — JM Portfolio
2025-09-26Steve HerlIn-Person MeetingMeeting logged — JM Portfolio
✉ Online Pledge RequestsView Donors →
7
Sent — Awaiting View
111
Viewed — Not Submitted
3
Completed
🏫 Community Family Participation View All Families →
106
Total Families
101
Contacted
95%
38
Contributing
36%
$99,060
Total Family Giving
Giving Tiers
Friend
$1 – $249
7 fam.
$790
Supporter
$250 – $999
10 fam.
$4,150
Patron
$1,000 – $4,999
15 fam.
$39,720
Champion
$5,000+
6 fam.
$54,400
📞 Outreach Progress
101 of 106 families contacted (95%)
🤝 In-Person / Attended
45 of 106 attended event or met in person (42%)
🎁 Participation Rate
38 of 106 families have given
📋 $2M 5-Yr Pledge Goal
$56,992 of $2,000,000 committed  ·  3%