Group:
Showing: Nick ยท Group 5 (<50K) ยท 32 donors
๐ฐ Financial
โ
Actions
$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 โ
3
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
8
Identification
$10,000 capacity
3 moved โถ
8
Qualification
$190,000 capacity
3 moved โถ
2
Cultivation
$30,000 capacity
1 moved โถ
4
Pledge / Committed
$27,750 pledged
1 moved (0 fwd) โถ
4
Stewardship
$80,000 capacity
๐ซ Off-Pipeline
4 Not Qualified +1 last 30d
1 Declined
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.
๐ซ 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.
๐ซ Campaign Goals โ Progress โ Nick ยท Group 5 (<50K)
Edit Goals โ
Total Campaign Goal โ Due 2028-01-08 Signed Pledges: $27,750 / $10,500,000 0.3%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $0 / $5,000,000 0.0%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $27,750 / $7,500,000 0.4%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $0 / $8,000,000 0.0%
๐ Capacity & Pledges by Stage
๐ฏ 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 Rick Sluszka Cultivation $20,000 James Contino Qualification $15,000 Andrew Bodoh Cultivation $10,000
๐ฏ Ask Gap
Solicitation ยท no pledge yet
๐ค Existing
Pipeline Distribution
๐ New
Pipeline Distribution
โ 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 8/31 31
1
2
3
4
5
6
9/7 7
8
9
10
11
12
13
9/14 14
15
16
17
18
19
20
9/21 21
22
23
24
25
26
27
9/28 28
29
30
1
2
3
4
Completed Scheduled OverdueBadge: NM = Nick ยท JM = Julian
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
8
Identification
$10,000 capacity
3 moved โถ
8
Qualification
$190,000 capacity
3 moved โถ
2
Cultivation
$30,000 capacity
1 moved โถ
4
Pledge / Committed
$27,750 pledged
1 moved (0 fwd) โถ
4
Stewardship
$80,000 capacity
๐ซ Off-Pipeline
4 Not Qualified +1 last 30d
1 Declined
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.
๐ซ 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.
๐ด 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
๐ก Due This Week 0
Donor Due Action
Nothing due this week.
๐ Recent Stage Movements
๐
Meeting & Ask Cadence
Action Type
Last 7 DaysCompleted ยท unique donors
Next 7 DaysScheduled ยท target 5
Next 30 DaysScheduled ยท target 20
All Meetings
0
$0
0 / 5
$0
0 / 20
$0
๐ค In-Person Meeting โ โ โ ๐ป Virtual Meeting โ โ โ ๐ Phone Call โ โ โ ๐ซ Site Visit โ โ โ
โ ๏ธ Overdue โ ๐ 2 (3 total)
โ ๏ธ 17 open actions have no due date set and will not appear in the scheduled windows above.
๐ Pledge Velocity โ New Pledges by Week (Last 8 Weeks)
โฑ๏ธ Days in Current Stage
๐ก 30d+ ๐ด 60d+
๐ฅ Owner Workload
All owners
Nick
157 total · 112 active ยท 41 overdue
Unassigned
35 total · 33 active ยท 1 overdue
Julian
25 total · 22 active ยท 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
๐ Recent Activity
Date Donor Type Notes
2026-08-12 Jamee Rodgers Next Action Complete Completed: Check-in about board meeting and Drew Mullin's connection 2026-06-11 Mark Hainsey Next Action Complete Completed: Meeting 3/4 1pm 2026-06-11 Jamee Rodgers Next Action Complete 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 Next Action Complete Completed: follow up on Port Royal contact โ left Vm; need again 2026-05-21 Bill Betts Next Action Complete Completed: Called 1/27 2026-05-21 Bill Betts Next Action Complete Completed: Sent commencement invite 2026-05-21 Reese Lesko Next Action Complete Completed: Send no-show follow-up 2026-05-21 John Cook Next Action Complete Completed: Send no-show follow-up 2026-05-21 Jamee Rodgers Next Action Complete Completed: Call about bond / PRI possibility 2026-05-21 Jamee Rodgers Next Action Complete Completed: Send follow-up email with one-pager 2026-05-19 Jamee Rodgers Next Action Complete Completed: set meeting for April to discuss United Way, Fred Charitable 2026-05-18 Michael Meyer Next Action Complete Completed: Call again 2026-05-11 John Cook Next Action Complete Completed: Sent no-show follow-up 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 โ Group 2 ($100K) 2026-04-20 Nate Dobbins Next Action Complete Completed: prep for lunch meeting