Group:
Showing: Unassigned · 35 donors
$266,602
Total Funds Raised
$167,542
Available for Construction
$33,508
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 →
0
Signed Pledge Agreements
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
19
Identification
$25,000 capacity
3 moved ▶
13
Qualification
$10,000 capacity
3 moved ▶
🚫 Off-Pipeline
0 Not Qualified +1 last 30d
2 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.
🚫 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: $0 / $10,500,000 0.0%
Interim: Cash by 5/1 — Due 2026-06-01 Cash Received: $0 / $5,000,000 0.0%
Interim: 5-year Pledges by 6/1 — Due 2026-06-01 Signed Pledges: $0 / $7,500,000 0.0%
Interim: Cash by 8/1 — Due 2026-08-01 Cash Received: $0 / $8,000,000 0.0%
📊 Capacity & Pledges by Stage
🎯 Top Unpledged Prospects
🎯 Ask Gap
Solicitation · no pledge yet
Donor Owner Capacity Last Activity No un-pledged Solicitation donors. Great work!
🤝 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)
1
Cultivation Actions (target 10/wk)
0
Stewardship Actions (target 10/wk)
0
$100K+ Solicitations (target 1/wk)
Mon Tue Wed Thu Fri Sat Sun 8/31 31
1
2
3
4
5
6
9/7 7
8
9
10
11
12
13
9/14 14
15
16
17
18
19
20
9/21 21
22
23
24
25
26
27
9/28 28
29
30
1
2
3
4
Badge: NM = Nick · JM = Julian
🔄 Cultivation Pipeline Flow
Bar width = donor count
Movement window:
Last 30 days
Last 7 days
19
Identification
$25,000 capacity
3 moved ▶
13
Qualification
$10,000 capacity
3 moved ▶
🚫 Off-Pipeline
0 Not Qualified +1 last 30d
2 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.
🚫 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.
🔴 Overdue Actions 1
Donor Was Due Action Alex Preacher 2026-06-22 If no response, follow up
🟡 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 — (1 total)
⚠️ 16 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
157 total · 112 active · 41 overdue
Unassigned
35 total · 33 active · 1 overdue
Julian
25 total · 22 active · 4 overdue
Ron Lisk
3 total · 3 active
Whitney R
2 total · 2 active
Option4
1 total · 1 active
📋 Recent Activity
Date Donor Type Notes 2026-08-12 Jose Munoz Next Action Complete Completed: Follow up regarding contacts — followed up - no response 2026-06-18 Tom Carroll Next Action Complete Completed: Follow up with Tom after he returns from Montenegro to schedule phone 2026-06-18 Tom Biggins Next Action Complete Completed: Initial Phone Call — Spoke on the phone. Tom is the board member resp 2026-06-18 Tom Carroll Next Action Complete Completed: Speak on the phone — see notes 2026-06-18 Joe Falcao Next Action Complete Completed: Reach out to request phone meeting 2026-06-17 Fr. Eric Cadin Next Action Complete Completed: Initial contact 2026-06-16 Jose Munoz Next Action Complete Completed: Follow up regarding Kevin Green and local contacts 2026-06-16 Alex Preacher Next Action Complete Completed: Matt to contact — Matt reached out re: Alex's advice on marketing in 2026-06-12 Tom Biggins Next Action Complete Completed: Matt to contact — Sent an email asking for advice in starting new rol 2026-06-11 Tom Carroll Next Action Complete Completed: Matt to reach out for network / advice about campaign 2026-05-26 Philip Camill Next Action Complete Completed: invite to commencement 2026-05-21 Deacon Mike Strain Next Action Complete Completed: Sent commencement invite 2026-05-21 Paul Kudarauskas Next Action Complete Completed: f/u email 2026-05-18 Paul Kudarauskas Next Action Complete Completed: Follow up with Kristin about current giving 2026-05-18 Paul Kudarauskas Next Action Complete Completed: In scheduling for meeting 2026-05-18 Philip Camill Next Action Complete Completed: Follow up with Erin 2026-05-08 Philip Camill Next Action Complete Completed: Invite to senior thesis finals 2026-02-09 Jose Munoz In-Person Meeting Meeting logged — Group 5 (No Ask-TBD)
