Group:
Showing: Julian ยท 25 donors
๐ฐ Financial
โ
Actions
$441,602
Total Funds Raised
$317,542
Available for Construction
$88,508
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 โ
2
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
5
Cultivation
$1,200,000 capacity
1 moved โถ
1
Solicitation
$1,000,000 capacity
3 moved (2 fwd) โถ
3
Pledge / Committed
$175,000 pledged
1 moved (0 fwd) โถ
๐ซ Off-Pipeline
1 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.
Total Campaign Goal โ Due 2028-01-08 Signed Pledges: $175,000 / $10,500,000 1.7%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $25,000 / $5,000,000 0.5%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $175,000 / $7,500,000 2.3%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $25,000 / $8,000,000 0.3%
๐ Capacity & Pledges by Stage
๐ฏ Top Unpledged Prospects
๐ฏ Ask Gap
Solicitation ยท no pledge yet
Donor Owner Capacity Last Activity
Greg Mueller Julian $1,000,000 2026-09-03
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)
1
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
3
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
2
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
5
$100K+ Solicitations (target 1/wk)
Completed Scheduled OverdueBadge: NM = Nick ยท JM = Julian
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
5
Cultivation
$1,200,000 capacity
1 moved โถ
1
Solicitation
$1,000,000 capacity
3 moved (2 fwd) โถ
3
Pledge / Committed
$175,000 pledged
1 moved (0 fwd) โถ
๐ซ Off-Pipeline
1 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.
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
3
$1,150,000
4 / 5
$1,550,000
5 / 20
$1,550,000
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 1 (4 total)
โ ๏ธ 11 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
2026-09-03 Greg Mueller Next Action Complete Completed: Invite to Malcolm's home; include Nick โ this is done 2026-09-02 Dom Grasso Next Action Complete Completed: JM to solicit 2026-09-02 Dom Grasso Next Action Complete Completed: Wednesday or Thursday meeting with Dom 2026-09-02 Greg Mueller Next Action Complete Completed: check in with JM's text thread - Greg and Charmaine 2026-09-02 Greg Mueller Next Action Complete Completed: Talked with Charmaine 2026-08-31 Ron Riggins Next Action Complete Completed: meeting with Wes/Julian 2026-08-18 Ron Riggins Next Action Complete Completed: JM to set up meeting for Nick and Wes 2026-08-18 Greg Mueller Next Action Complete Completed: JM to text - they want new meeting; follow up โ group-text to Greg an 2026-08-12 Jim Koehr Next Action Complete Completed: Campaign pledge solicitation / flooring in kind 2026-08-12 Greg Mueller Next Action Complete Completed: phone call or text โย follow up to get meeting scheduled 2026-07-29 Greg Mueller Next Action Complete Completed: I will ask for a meeting at their place in Deltaville before school s 2026-07-20 Greg Mueller Virtual Meeting Call with Greg and Charmaine. First resumed contact in a few years. Muellers liv 2026-07-17 Dom Grasso Next Action Complete Completed: Schedule strategy meeting and five year pledge 2026-07-17 Dom Grasso Next Action Complete Completed: Schedule ask meeting 2026-07-17 Jim Koehr Phone Call follow up from meeting Jim introduced us to Ron Riggins. Meeting coordinated wit 2026-07-17 Ron Riggins Next Action Complete Completed: coffee to introduce the school and our work 2026-07-17 Ron Riggins Email email intro from Jim Koehr. meeting scheduled 2026-06-17 Greg Mueller Next Action Complete Completed: JM to follow up to meeting invite โ missed call - 6.16 2026-06-15 Greg Mueller Next Action Complete Completed: follow up for meeting schedule โ texted JM last Sunday; JM to call to 2026-06-15 Mark Doherty Next Action Complete Completed: JM texted request for meeting