Group:
Showing: Nick ยท 157 donors
๐ฐ Financial
โ
Actions
$4,056,352
Total Funds Raised
$3,493,834
Available for Construction
$1,250,392
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
18
Signed Pledge Agreements
๐ Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
32
Identification
$3,845,000 capacity
3 moved โถ
41
Qualification
$10,550,000 capacity
3 moved โถ
19
Cultivation
$6,730,000 capacity
1 moved โถ
14
Solicitation
$3,675,000 capacity
3 moved (2 fwd) โถ
19
Pledge / Committed
$3,789,750 pledged
1 moved (0 fwd) โถ
4
Stewardship
$80,000 capacity
๐ซ Off-Pipeline
18 Not Qualified +1 last 30d
10 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
18 Not Qualified
10 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.
Total Campaign Goal โ Due 2028-01-08 Signed Pledges: $3,789,750 / $10,500,000 36.1%
Interim: Cash by 5/1 โ Due 2026-06-01 Cash Received: $463,458 / $5,000,000 9.3%
Interim: 5-year Pledges by 6/1 โ Due 2026-06-01 Signed Pledges: $3,789,750 / $7,500,000 50.5%
Interim: Cash by 8/1 โ Due 2026-08-01 Cash Received: $463,458 / $8,000,000 5.8%
๐ Capacity & Pledges by Stage
๐ฏ Top Unpledged Prospects
Name Stage Capacity
Richard Galofaro Declined $5,000,000 Joe Wilson Cultivation $2,000,000 Trae Stephens Qualification $2,000,000 Ron & Luke Robson Solicitation $2,000,000 Jay Schuler Not Qualified $2,000,000 John Pratt Qualification $2,000,000 Richard Gilliam Cultivation $2,000,000 McNeice Foundation Declined $1,500,000 Gary Tharaldson Not Qualified $1,000,000 Enrique Segura Qualification $1,000,000
๐ฏ Ask Gap
Solicitation ยท no pledge yet
Donor Owner Capacity Last Activity
Ron & Luke Robson Nick $2,000,000 2026-08-06 Josh Kent Nick $500,000 2026-05-28 Regan LaMothe Nick $250,000 2026-08-13 Bill McCuen Nick $200,000 2026-09-03 Travis Hughes Nick $100,000 2026-08-26 Bruce Davis Nick $100,000 2026-08-26 Mona Tanner Nick $100,000 2026-05-27 Chris Kaila Nick $100,000 2026-08-26 Paul Desilets Nick $100,000 2026-05-26 John Manning Nick $100,000 2026-08-06
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)
3
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
1
$100K+ Solicitations (target 1/wk)
0
New Prospect Meetings (target 3/wk)
20
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
7
$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
32
Identification
$3,845,000 capacity
3 moved โถ
41
Qualification
$10,550,000 capacity
3 moved โถ
19
Cultivation
$6,730,000 capacity
1 moved โถ
14
Solicitation
$3,675,000 capacity
3 moved (2 fwd) โถ
19
Pledge / Committed
$3,789,750 pledged
1 moved (0 fwd) โถ
4
Stewardship
$80,000 capacity
๐ซ Off-Pipeline
18 Not Qualified +1 last 30d
10 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
18 Not Qualified
10 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.
๐ก Due This Week 2
Donor Due Action
Emily Cox 2026-09-09 check in with Alex about warm connections Bill McCuen 2026-09-10 prep for lunch w bill - send him location
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
8
$5,825,000
2 / 5
$1,200,000
3 / 20
$1,700,000
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 ๐ค 1 ๐ 16 (41 total)
โ ๏ธ 46 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 Bill McCuen Next Action Complete Completed: Re: parent match 2026-09-03 Tim Welsh Next Action Complete Completed: f/u - gala invite, sponsorship, guests to include McDaniels, Vakos 2026-09-03 Tim Welsh Next Action Complete Completed: f/u on gala invite, sponsorships, high capacity guests 2026-09-02 Emily Cox Next Action Complete Completed: evaluate strategy for contact w/ Cox, the ED โ done 2026-09-02 Emily Cox Next Action Complete Completed: Alex is evaluating warm connections 2026-09-01 Gene d'Agostino Next Action Complete Completed: check JM texts - f/u was August 18 2026-09-01 Luis ColonCastro Next Action Complete Completed: Texted for meeting 2026-09-01 Richard Gilliam Next Action Complete Completed: process response and determine next steps โ emailing with Julia 2026-08-31 Matthew Hantzmon Next Action Complete Completed: mail LOI 2026-08-31 David Grohne Next Action Complete Completed: mail LOI package 2026-08-28 Richard Gilliam Next Action Complete Completed: follow up on letter, campaign brochure 2026-08-28 Richard Gilliam Next Action Complete Completed: f/u w Jacob re warm connection 2026-08-27 Timothy Connors Next Action Complete Completed: prep LOI โ instead, pitched personal email 2026-08-26 Bruce Davis Next Action Complete Completed: for meeting 2026-08-26 Chris Kaila Next Action Complete Completed: for meeting โ left vm 2026-08-26 Allen Stibora Next Action Complete Completed: follow back up with Joe โ done - good to go 2026-08-26 Allen Stibora Next Action Complete Completed: for gift conversation โ email - no # on file. waiting for Joe 2026-08-26 c/o Larry Bean Martin Family Foundation Next Action Complete Completed: call larry 2026-08-26 Matthew Hantzmon Next Action Complete Completed: email to Matthew Crane; if not, then call Foundation number โ actuall 2026-08-26 David Grohne Next Action Complete Completed: draft letter which combines Outdoor & campus โ done - ready to mail -