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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
➕ Add Donor
Owner:
All Nick Julian Matt Unassigned
Group:
All Groups Group 1 Group 2 Group 3 Group 4 Group 5
Showing: Unassigned · 26 donors
$0
Total Pledged
$0
Cash Received
$10,000,000
Gap to Goal
0
Signed Pledge Agreements
26
Total in Pipeline
1
Overdue Actions
🏫 Campaign Goals — Progress — Unassigned Edit Goals →
Total Campaign Goal — Due 2028-01-08Signed Pledges: $0 / $10,500,000  0.0%
Interim: Cash by 5/1 — Due 2026-06-01Cash Received: $0 / $5,000,000  0.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01Signed Pledges: $0 / $7,500,000  0.0%
Interim: Cash by 8/1 — Due 2026-08-01Cash Received: $0 / $8,000,000  0.0%
📊 Capacity & Pledges by Stage
🔴 Overdue Actions 1
DonorWas DueAction
Jose Munoz2026-06-22Follow up regarding contacts
🟡 Due This Week 0
DonorDueAction
Nothing due this week.
🔄 Cultivation Pipeline Flow
Bar width = donor count
10
Identification $25,000 capacity
2 moved▶
13
Qualification $10,000 capacity
5 moved▶
1
Cultivation
8 moved (0 fwd)▶
0
Solicitation
2 moved (1 fwd)▶
0
Pledge / Committed
1 moved (0 fwd)▶
0
Stewardship
🚫 Off-Pipeline
0Not Qualified+4 last 30d
2Declined+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
Paul KudarauskasQualification—91d
Jose MunozCultivation—91d
John SutherlandQualification—91d
Jim BurdanQualification—91d
Philip CamillIdentification—91d
Jerry McClureIdentification—91d
Steve JamesonQualification—91d
Chad FinchQualification—91d
Paul ThompsonIdentification—91d
Stan WisniewskiIdentification—91d
Steve HeinleinQualification—91d
Tom NeubigIdentification—91d
Ryan MehaffeyQualification—91d
Whitney TetorQualification—91d
Thomas MalangaQualification—91d
🎯 Ask Gap Solicitation · no pledge yet
DonorOwnerCapacityLast Activity
No un-pledged Solicitation donors. Great work!
👥 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
Julie DameronIdentification$25,000
Paul KudarauskasQualification$10,000
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🔄 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
2
3
4
5
7/6
6
7
8
9
10
11
12
7/13
13
14
15
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
0
$0
0/ 5
$0
0/ 20
$0
🤝 In-Person Meeting———
💻 Virtual Meeting———
📞 Phone Call———
🏫 Site Visit———
⚠️ Overdue—
  (1 total)
⚠️ 16 open actions have no due date set and will not appear in the scheduled windows above.
📋 Recent Activity
DateDonorTypeNotes
2026-06-16Jose MunozNext Action CompleteCompleted: Follow up regarding Kevin Green and local contacts
2026-05-26Philip CamillNext Action CompleteCompleted: invite to commencement
2026-05-21Deacon Mike StrainNext Action CompleteCompleted: Sent commencement invite
2026-05-21Paul KudarauskasNext Action CompleteCompleted: f/u email
2026-05-18Paul KudarauskasNext Action CompleteCompleted: Follow up with Kristin about current giving
2026-05-18Paul KudarauskasNext Action CompleteCompleted: In scheduling for meeting
2026-05-18Philip CamillNext Action CompleteCompleted: Follow up with Erin
2026-05-08Philip CamillNext Action CompleteCompleted: Invite to senior thesis finals
2026-02-09Jose MunozIn-Person MeetingMeeting logged — Group 5 (No Ask-TBD)