Capital Campaign
The Summit Academy
Gloria Dei Est Homo Vivens
β Add Donor
π Dashboard
π₯ Donors
β Add Donor
π Log Activity
π€ Record Pledge
π Volunteers
π« Families
π Campaign Board
ποΈ Events
π Reports
π Collateral
π Notifications
π Audit Log
Dan Flatley
Qualification
Β· Community Β· Priority: High Β· Capacity: $0
π Log Activity
π€ Record Pledge
π Meeting Prep
π Delete
Edit Donor Profile
Last Name *
First Name
Spouse
Organization
Email
Phone
Street Address
City / State
Connection
Parent
Alumni
Board Member
Faculty/Staff
Community
Foundation
Business
Friend of School
Other
Stage
Identification
Qualification
Cultivation
Solicitation
Pledge / Committed
Stewardship
Declined
Not Qualified
Priority
High
Medium
Low
Introduction Type
Existing
New
Owner
Nick
Julian
Matt
Donor Group
Group 1 (500K+)
Group 2 (250K+)
Group 3 (100K+)
Group 4 (50K+)
Group 5 (<50K)
Capacity ($)
Projected Ask ($)
Notes
Background: Trustee of major foundation Group: Group 2 ($100K) Next Action: Need to call to arrange visit Texted on May 19: "A grant request from Summit would be in the 50k range for need based scholarships. Is that a reasonable target? That amount would support 10 studentsβ need based aid. Unlike the tuition free schools, 75% of our operational dollars come from tuition; the other 25% has to be raised, including for need scholarships. And we hold kids accountable to that aid once granted."
πΎ Save Changes
Open Next Actions
Due
Action
2026-06-05
Figure out visit date
β Done
π
In-Person Meeting
Virtual Meeting
Phone Call
Site Visit
Email / Correspondence
Other Task
+ Add
Activity History
+ Log
Date
Type
Method
Notes
2026-05-19
Next Action Complete
β
Completed: Call about bond / PRI possibility β Not interested but is considering financial aid grant and visit
π Attachments
PDF, Word, Excel, images Β· max 15 MB each
No attachments yet.
File
Type
Pledge Letter
Proposal
Correspondence
Meeting Notes
Stewardship Report
Contract
Research
Other
Notes (optional)
⬆ Upload