Dashboard — The Summit Academy Capital Campaign

Owner:

All Nick Julian Unassigned

Group:

All Groups Group 1 Group 2 Group 3 Group 4 Group 5

Showing: Nick · Group 5 (<50K) · 32 donors

🏫 Campaign Goals — Progress — Nick · Group 5 (<50K) Edit Goals →

Total Campaign Goal — Due 2028-01-08Signed Pledges: $45,750 / $10,500,000 0.4%

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: $45,750 / $7,500,000 0.6%

Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $0 / $8,000,000 0.0%

$45,750

Total Pledged

Cash Received

$9,954,250

Gap to Goal

Signed Pledge Agreements

Total in Pipeline

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	1 $25,000	0/ 5 $0	0/ 20 $0
🤝 In-Person Meeting	—	—	—
💻 Virtual Meeting	—	—	—
📞 Phone Call	—	—	—
🏫 Site Visit	—	—	—
⚠️ Overdue	—	🤝 1 (1 total)

⚠️ 22 open actions have no due date set and will not appear in the scheduled windows above.

🔄 Cultivation Pipeline Flow

Bar width = donor count Movement window:

Identification $10,000 capacity

5 moved (3 fwd)▶

Qualification $190,000 capacity

5 moved▶

Cultivation $210,000 capacity

7 moved (3 fwd)▶

Solicitation $25,000 capacity

2 moved▶

Pledge / Committed $45,750 pledged

→▶

Stewardship

🚫 Off-Pipeline

1Not Qualified+3 last 30d

1Declined+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

Date	Donor	From		To
2026-05-06	Drew Mullins	Solicitation	→	Pledge / Committed
2026-05-06	Joe Wilson	Identification	→	Qualification
2026-05-06	Richard Galofaro	Identification	→	Qualification
2026-04-30	Ron & Luke Robson	Qualification	→	Cultivation
2026-04-30	Josh Kent	Identification	→	Qualification
2026-04-30	Ann Schierer	Identification	→	Cultivation
2026-04-28	Everardo Diaz	Declined	→	Cultivation
2026-04-28	Shawn Elliott	Qualification	→	Cultivation
2026-04-28	Liz Johnson	Qualification	→	Cultivation
2026-04-28	Matthew Crane	Qualification	→	Cultivation
2026-04-28	Gary Tharaldson	Not Qualified	→	Qualification
2026-04-28	Gary Tharaldson	Cultivation	→	Not Qualified

🎯 Top Unpledged Prospects

Name	Stage	Capacity
Liz Johnson	Cultivation	$100,000
Nate Dobbins	Qualification	$100,000
Ken Cuccinelli	Qualification	$50,000
Everardo Diaz	Cultivation	$50,000
Matt and Erin Tierney	Cultivation	$30,000
Michael Meyer	Qualification	$25,000
Mark Hainsey	Solicitation	$25,000
Rick and Amy Sluszka	Cultivation	$20,000
James Contino	Qualification	$15,000
Andrew Bodoh	Cultivation	$10,000

+ Add Donor

📋 Gift Range Donut

🔴 Overdue Actions 1

Donor	Was Due	Action
Michael Meyer	2026-05-07	Call again

🟡 Due This Week 0

Donor	Due	Action
Nothing due this week.

📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity

	Mon	Tue	Wed	Thu	Fri	Sat	Sun
4/27	27	28	29	30	1	2	3
5/4	4	5 M. MeyerNM	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

Date	Donor	Type	Notes
2026-05-05	Michael Meyer	Next Action Complete	Completed: Left message
2026-05-05	Michael Meyer	Next Action Complete	Completed: Left VM
2026-04-29	Liz Johnson	Virtual Meeting
2026-04-29	Liz Johnson	Phone Call
2026-04-27	Liz Johnson	In-Person Meeting	Meeting logged — Group 2 ($100K)
2026-04-20	Nate Dobbins	Next Action Complete	Completed: prep for lunch meeting
2026-04-20	Nate Dobbins	Next Action Complete	Completed: Lunch meeting @ Basilico, 12:30pm
2026-04-20	Nate Dobbins	Next Action Complete	Completed: follow up about Acquired podcast and May 8 event — send sponsorship i
2026-04-15	Nate Dobbins	In-Person Meeting
2026-04-14	Nate Dobbins	Next Action Complete	Completed: confirm lunch meeting; prep with materials
2026-04-02	Nate Dobbins	In-Person Meeting	Meeting logged — Group 2 ($100K)
2026-02-25	Joshua Gideon	In-Person Meeting	Meeting logged — Group 5 (No Ask-TBD)
2026-01-09	Jamee Rodgers	In-Person Meeting	Meeting logged — Group 3 ($25K–$50K)
2025-11-06	Murray Michaels	In-Person Meeting	Meeting logged — Group 5 (No Ask-TBD)
2025-10-01	Matt and Erin Tierney	In-Person Meeting	Meeting logged — Group 3 ($25K–$50K)
2025-10-01	Joe and Carrie Stibora	In-Person Meeting	Meeting logged — Group 3 ($25K–$50K)
2025-10-01	Rick and Amy Sluszka	In-Person Meeting	Meeting logged — Group 4 ($10K–$20K)
2025-10-01	Andrew Bodoh	In-Person Meeting	Meeting logged — Group 4 ($10K–$20K)
2025-08-26	Dennis Gerber	In-Person Meeting	Meeting logged — Group 5 (No Ask-TBD)
2025-03-04	Mark Hainsey	In-Person Meeting	Meeting logged — Group 3 ($25K–$50K)

✉ Online Pledge RequestsView Donors →

Sent — Awaiting View

111

Viewed — Not Submitted

Completed

🏫 Community Family Participation View All Families →

106

Total Families

101

Contacted

95%

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%