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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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Owner:
All Nick Julian Matt Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Nick · 148 donors
$3,689,750
Total Pledged
$488,458
Cash Received
$6,310,250
Gap to Goal
18
Signed Pledge Agreements
148
Total in Pipeline
42
Overdue Actions
🏫 Campaign Goals — Progress — Nick Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $3,689,750 / $10,500,000  35.1%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $488,458 / $5,000,000  9.8%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $3,689,750 / $7,500,000  49.2%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $488,458 / $8,000,000  6.1%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 42
DonorWas DueAction
Jack Helbling2026-07-01Peter to contact
Gene Zurlo2026-05-20follow up regarding Palmetto, visit
Enrique Segura2026-05-20call connection re: proposal
Allen Stibora2026-07-01ask Joe about follow up
Shaun Kenney / Family2026-05-21email to set up home visit
Paul Pilzer2026-05-22Call Bill for connection
True Vine Foundation2026-05-19Call about bond / PRI possibility
True Vine Foundation2026-05-19Send follow-up email with one-pager
John Clancy2026-05-22Call Bill for connection
Mike Murray2026-05-22Call Bill for connection
🟡 Due This Week 7
DonorDueAction
Matthew Crane2026-07-10Update Matt about Rotary Club presentation
McNeice Foundation2026-07-10check in with Dorian re: MA trip
Jim Koehr2026-07-15Campaign pledge solicitation / flooring in kind
Sandra Andreas McMurtrie2026-07-08pull other numbers
c/o Larry Bean Martin Family Foundation2026-07-10call larry
Bill Orosz2026-07-08reply to Bill regarding strategy on lease, loan
Joe Wilson2026-07-08call Drew to arrange meeting; text fitz if no response
🔄 Cultivation Pipeline Flow
Bar width = donor count
29
Identification $3,995,000 capacity
2 moved▶
38
Qualification $7,600,000 capacity
5 moved▶
17
Cultivation $3,880,000 capacity
8 moved (0 fwd)▶
17
Solicitation $25,000 pledged
2 moved (1 fwd)▶
19
Pledge / Committed $3,664,750 pledged
1 moved (0 fwd)▶
4
Stewardship $80,000 capacity
🚫 Off-Pipeline
17Not Qualified+4 last 30d
7Declined+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.
📈 Pledge Velocity — New Pledges by Week (Last 8 Weeks)
⏱️ Days in Current Stage 🟡 30d+   🔴 60d+
DonorStageOwnerDays
Enrique SeguraQualificationNick91d
Gene ZurloSolicitationNick91d
Pat GelsingerQualificationNick91d
Abbey GroupQualificationNick91d
Regan LaMotheCultivationNick91d
Sandra Andreas McMurtrieIdentificationNick91d
John ClancyIdentificationNick91d
Mike MurrayIdentificationNick91d
Paul PilzerIdentificationNick91d
Dan CunninghamIdentificationNick91d
Ed GrassoQualificationNick91d
Nate DobbinsQualificationNick91d
Dan FlatleyQualificationNick91d
John DeMatteoIdentificationNick91d
Travis HughesSolicitationNick91d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
Ron & Luke RobsonNick$2,000,0002026-07-07
Howard DahlNick$1,000,0002026-05-21
Gene ZurloNick$500,0002026-04-29
c/o Larry Bean Martin Family FoundationNick$500,0002026-07-01
Josh KentNick$500,0002026-05-28
Travis HughesNick$100,0002026-06-01
Bruce DavisNick$100,0002026-07-07
Mona TannerNick$100,0002026-05-27
Chris KailaNick$100,0002026-05-18
Paul DesiletsNick$100,0002026-05-26
👥 Owner Workload All owners · brighter bar = active prospects
Nick
148 total · 110 active · 39 overdue
Unassigned
26 total · 24 active · 1 overdue
Julian
21 total · 19 active · 4 overdue
Matt
9 total · 9 active · 3 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
2 total · 2 active · 1 overdue
ET
1 total · 1 active
🎯 Top Unpledged Prospects
NameStageCapacity
Richard GalofaroDeclined$5,000,000
Joe WilsonCultivation$2,000,000
Trae StephensQualification$2,000,000
Ron & Luke RobsonSolicitation$2,000,000
Jay SchulerNot Qualified$2,000,000
John PrattQualification$2,000,000
Richard GilliamIdentification$2,000,000
McNeice FoundationDeclined$1,500,000
Gary TharaldsonNot Qualified$1,000,000
Enrique SeguraQualification$1,000,000
+ Add Donor
🔄 Recent Stage Movements
DateDonorFromTo
2026-07-08Bill OroszQualification→Cultivation
2026-06-30Bill OroszIdentification→Qualification
2026-06-25Joe WilsonQualification→Cultivation
2026-06-16Rosswood Foundation c/o Alex RossCultivation→Not Qualified
2026-06-16Murray MichaelsCultivation→Not Qualified
2026-06-16Trae StephensIdentification→Qualification
2026-06-15Jim KoehrPledge / Committed→Solicitation
2026-06-15Justin SchneirQualification→Cultivation
2026-06-15Liz JohnsonCultivation→Not Qualified
2026-06-15David MeyerCultivation→Not Qualified
2026-06-15Joshua GideonCultivation→Stewardship
2026-06-15Dennis GerberCultivation→Stewardship
🤝 Existing vs New Introduction — Success Rates & Pipeline Progress Sort donors by intro type →
🤝 Existing
Donors
96
Pledged
14 (15%)
Avg Capacity
$151,289
Pledged $
$3,139,750
Pipeline Distribution
Identification
20
Qualification
35
Cultivation
8
Solicitation
9
Pledge / Committed
16
Stewardship
3
📋 New
Donors
96
Pledged
4 (4%)
Avg Capacity
$761,807
Pledged $
$550,000
Pipeline Distribution
Identification
21
Qualification
24
Cultivation
16
Solicitation
8
Pledge / Committed
4
Stewardship
1
❓ Unset
Donors
20
Pledged
0 (0%)
Avg Capacity
$175,000
Pledged $
—
Pipeline Distribution
Identification
19
Qualification
0
Cultivation
0
Solicitation
0
Pledge / Committed
0
Stewardship
0
📋 Gift Range Donut
📅 Meeting Calendar (Past Week + Next 30 Days) + Log Activity
MonTueWedThuFriSatSun
6/29
29
30
1
c. Martin Family FoundationNM
2
3
4
5
7/6
6
7
G. LoegeringNMB. DavisNMR. RobsonNM
8
J. WilsonNMS. McMurtrieNMB. OroszNM
+1 more
9
10
M. CraneNM. McNeice FoundationNMc. Martin Family FoundationNM
11
12
7/13
13
14
15
J. KoehrNM
16
17
18
19
7/20
20
21
22
23
24
25
26
7/27
27
28
29
30
31
1
2
CompletedScheduledOverdueBadge: NM = Nick  ·  JM = Julian
📅 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
5
$5,100,000
7/ 5
$4,700,000
7/ 20
$4,700,000
🤝 In-Person Meeting—2
$350,000
2
$350,000
💻 Virtual Meeting———
📞 Phone Call—2
$2,500,000
2
$2,500,000
🏫 Site Visit———
⚠️ Overdue—
🤝 3📞 16  (39 total)
⚠️ 49 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-07-08Joe WilsonNext Action CompleteCompleted: check w/ Drew, then Fitz about meeting — call Drew today
2026-07-07George LoegeringNext Action CompleteCompleted: followed up about gift amount; was at hospital, so will get back to m
2026-07-07Bruce DavisNext Action CompleteCompleted: follow up meeting request — done
2026-07-07Ron & Luke RobsonNext Action CompleteCompleted: Update Scott on campaign progress
2026-07-07Ron & Luke RobsonNext Action CompleteCompleted: Follow up with Robson regarding investment profile of Fredericksburg
2026-07-01c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: call Larry if nothing from Sean — emailed sean / angela for follow up
2026-06-30Bruce DavisNext Action CompleteCompleted: meeting request
2026-06-30Sandra Andreas McMurtrieNext Action CompleteCompleted: Call list - pull other numbers
2026-06-30Bill OroszNext Action CompleteCompleted: email with call / meeting request — emailed Phil for warm intro
2026-06-29c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Pending match, check in with Sean and Larry — left VM for Sean, Larry
2026-06-25Fitzhugh Johnson IIINext Action CompleteCompleted: to explore 5-year commit
2026-06-25Joe WilsonNext Action CompleteCompleted: Call Drew to discuss meeting with Joe
2026-06-25Bill AsbellNext Action CompleteCompleted: Follow up on match request
2026-06-24Richard ViguerieNext Action CompleteCompleted: Get lunch and discuss direct mail — follow up to be done once marketi
2026-06-16Trae StephensNext Action CompleteCompleted: Call Leia — left VM; go back w Match
2026-06-16Ann SchiererNext Action CompleteCompleted: Two follow up emails - No response
2026-06-16Rachel CogginsNext Action CompleteCompleted: Follow up about May 8 event
2026-06-16John KailaNext Action CompleteCompleted: Email John to set up a follow up meeting — done
2026-06-16Bill FreehlingNext Action CompleteCompleted: Check in about August meeting
2026-06-16 Raskob FoundationNext Action CompleteCompleted: Drive project progress