Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens

📈 Campaign Reports

Each report opens in your browser and includes a Print / Save PDF button. Use your browser's print dialog to save as PDF — choose "Save as PDF" as the destination.

Campaign Snapshot

One-page executive summary — thermometer, key metrics, pipeline, top prospects. Best for a quick status check.

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Formal presentation-ready report with goal progress, stage breakdown, top donors, and narrative context.

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Pipeline Status

Full list of all donors organized by stage with capacity, pledge amount, and next action dates.

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Actions & Follow-ups

All overdue actions and items due this week — your daily to-do list for donor outreach.

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Pledge & Payment Status

All recorded pledges with total amount, received, balance, annual payment schedule, and designation.

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Prospect Rankings

Unpledged donors ranked by giving capacity with recommended ask amounts and cultivation status.

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Family Participation Report

School community engagement — participation & contact goals, tier breakdown, pledge cards, averages, and full family directory.

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Volunteer Activity Report

Active volunteers, open vs. completed assignments, task-type breakdown, portfolio capacity, and full assignment detail.

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Family Contact List

Printable directory of all families — parents, phone, email, grades, and address. Regenerated fresh from the database each time.

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Activity Review

Planned-but-never-completed activities and recent activities with no KPI tag — fix or tag them so the Actions numbers are complete.

e-Pledge Submissions

All online pledge form submissions — amounts, payment frequency, 5-year totals, checked interests, and family notes. Highlights rows that need follow-up.

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