Group:
Showing: Julian · 30 donors
$466,602
Total Funds Raised
$317,542
Available for Construction
$113,508
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
11
Qualification
$2,000,000 capacity
→ ▶
6
Cultivation
$1,850,000 capacity
→ ▶
2
Solicitation
$25,000 pledged
→ ▶
3
Pledge / Committed
$175,000 pledged
→ ▶
🚫 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: $200,000 / $10,500,000 1.9%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $50,000 / $5,000,000 1.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $200,000 / $7,500,000 2.7%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $50,000 / $8,000,000 0.6%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
🎯 Ask Gap
Solicitation · no pledge yet
Donor Owner Capacity Last Activity Chris Kaila Julian $100,000 2026-09-11
🤝 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)
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Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
11
Qualification
$2,000,000 capacity
→ ▶
6
Cultivation
$1,850,000 capacity
→ ▶
2
Solicitation
$25,000 pledged
→ ▶
3
Pledge / Committed
$175,000 pledged
→ ▶
🚫 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.
🟡 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 (9 total)
⚠️ 12 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 2026-09-30 Ron Riggins In-Person Meeting Completed: w/ JM, NM 2026-09-29 Greg Mueller Phone Call Completed: gala reminders 2026-09-16 Greg Mueller In-Person Meeting Completed: Solicitation meeting w/ JM, NM 2026-09-14 Greg Mueller In-Person Meeting Greg brought 25k check as first investment. Briefly discussed naming opportunity 2026-09-12 Jim Schmidt Virtual Meeting Completed: Introduce UHS / Summit leadership team. Awaiting terms from UHS, invo 2026-09-11 Greg Mueller In-Person Meeting Completed: prep review - JM/NM 2026-09-11 Dom Grasso Other Task Completed: Send him a pledge letter with open-ended schedule. — NM done 2026-09-11 Ron Riggins Email / Correspondence Completed: Invite Ron to school Mass — Ron will pencil in Sept 18 2026-09-11 Chris Kaila Other Task Completed: f/u text for meeting — left VM again - nothing yet 2026-09-11 Jim Schmidt Virtual Meeting UHS / Summit introductions. Exploration of projects, path forward, Murphy Fdn in 2026-09-10 Greg Mueller Other Task Completed: Nick/Malcolms to prep — done 2026-09-03 Greg Mueller Phone Call Completed: Invite to Malcolm's home; include Nick — this is done 2026-09-02 Dom Grasso Other Task Completed: JM to solicit 2026-09-02 Dom Grasso In-Person Meeting Completed: Wednesday or Thursday meeting with Dom 2026-09-02 Greg Mueller Other Task Completed: check in with JM's text thread - Greg and Charmaine 2026-09-02 Greg Mueller Phone Call Completed: Talked with Charmaine 2026-08-31 Ron Riggins In-Person Meeting Completed: meeting with Wes/Julian 2026-08-26 Chris Kaila Phone Call Completed: for meeting — left vm 2026-08-18 Ron Riggins Email / Correspondence Completed: JM to set up meeting for Nick and Wes 2026-08-18 Greg Mueller Other Task Completed: JM to text - they want new meeting; follow up — group-text to Greg an
