Actions & Follow-ups ← All Reports
Capital Campaign Report

Actions & Follow-ups Report

Open Next Actions as of November 06, 2026 Generated: November 06, 2026
52
Overdue
1
Due This Week
0
Upcoming
73
No Date Set

🔴 Overdue — 52 items

DonorDateAction RequiredStagePriority
Enrique Segura
2026-05-20call connection re: proposalQualificationHigh
Shaun Kenney / Family
2026-05-21email to set up home visitPledge / CommittedHigh
Paul Pilzer
2026-05-22Call Bill for connectionIdentificationHigh
John Clancy
2026-05-22Call Bill for connectionIdentificationHigh
Mike Murray
2026-05-22Call Bill for connectionIdentificationHigh
Rowena Sewell
2026-05-22Find out more about Sewell family involvement from mini campaignQualificationMedium
John Pratt
2026-05-27called Meyer for reminder to connect; had spoken last month with promise of introductionQualificationHigh
Shawn Elliott
rshawne@comcast.net
2026-06-11Reply to Sean's email and secure follow up meetingSolicitationMedium
John Cook
Jencookvirginiarealtor@gmail.com
2026-06-15check back in about meetingQualificationLow
Mark Doherty
2026-06-16Jm to call Mark for meeting requestCultivationHigh
Luck Companies
2026-06-16follow up with JonCultivationHigh
Kelly Johnson
Fitzkel@aol.com
2026-06-16Text regarding meeting and tourCultivationMedium
Mike Ortner
michael.ortner@gmail.com
2026-06-17follow up if match comes throughCultivationHigh
Rachel Coggins
rlcoggins@gmail.com
2026-06-22Call if there's a match, if no match work back through ChrisCultivationMedium
John Kaila
john@kailapc.com
2026-06-22follow upCultivationMedium
Andrew Bodoh
2026-06-22Schedule strategy meeting and five year pledgeCultivationMedium
Rick Sluszka
2026-06-22Schedule strategy meeting and five year pledgeCultivationMedium
Alex Preacher
japeacher@gmail.com
2026-06-22If no response, follow upIdentificationHigh
Sandra Andreas McMurtrie
bmcmurtrie@materdeischool.net
2026-07-08pull other numbersIdentificationHigh
McNeice Foundation
McNeiceFoundation@choate.com
2026-07-10check in with Dorian re: MA tripDeclinedHigh
Tom Wack
2026-07-15Drew will arrange lunchQualificationHigh
Howard Owen
hmowen04@verizon.net
2026-08-13call Susan to check inSolicitationMedium
Dan Flatley
2026-08-17call to arrange visitQualificationHigh
Jim Koehr
jim@koehrfamily.com
2026-08-17get pledge letterPledge / CommittedHigh
Gene Zurlo
2026-08-21catch upDeclinedHigh
Allen Stibora
2026-08-28follow up email for phone callCultivationMedium
True Vine Foundation
2026-08-28mail LOI packageQualificationHigh
True Vine Foundation
2026-09-03f/u on LOI packageQualificationHigh
Mike Ortner
michael.ortner@gmail.com
2026-09-07Invite to the galaCultivationHigh
Richard B & Barbara B Odlin Foundation Co Mike Wise
2026-09-08Set up meeting with MikeIdentificationMedium
Emily Cox
2026-09-09check in with Alex about warm connectionsIdentificationHigh
David Grohne
2026-09-11need to find best new number or mail addressQualificationHigh
Bradley Foundation
2026-09-15follow up call to RobbieQualificationHigh
Robert Luddy Luddy Charitable Foundation
2026-09-16Send email solicitationIdentificationMedium
Matthew Hantzmon
2026-09-17new follow upCultivationHigh
Alan Holmer
2026-09-18ask Ron Riggins for connectionQualificationHigh
Jim Powell
2026-09-22invite to gala w/ Fr ECultivationHigh
Greg Mueller
2026-09-23Greg invited us to CIC gala; G and Charmaine plan to attend Summit galaSolicitationHigh
John Jumper
2026-09-24check in with Allen re: gala tableIdentificationHigh
Sean Kline
kline.sean@gmail.com
2026-09-30Contact Sean to set up a meetingQualificationLow
Chris Kaila
kaila@bestappraisal.com
2026-09-30Contact Chris to set up a meetingSolicitationHigh
Ron Riggins
rriggins@rpfinancial.com
2026-09-30gala invite from JulianCultivationMedium
Joe Wilson
2026-09-30Drew – gala invite for JoeCultivationHigh
The Michael & Victoria Wallace Family Foundation
2026-09-30follow up on mailed letterIdentificationMedium
Victor Sellier
2026-10-01New LOI going outIdentificationMedium
Mike Ysrael
2026-10-02check in on groundbreaking statusQualificationHigh
Travis Hughes
travisjhughes@gmail.com
2026-10-05check in on gala; groundbreaking?Pledge / CommittedHigh
Albert Salvi, Esq
asalvi@salvimaher.com
2026-10-08call to f/u on requestQualificationHigh
Ann Schierer
Bahamaann@gmail.com
2026-10-12gala invite thru chris?CultivationHigh
Ronald Vance
rvance@alvarezandmarsal.com
2026-10-13follow up on mtg requestQualificationHigh
Malcolm Family
2026-10-14Discuss timing of meetings with the family.CultivationHigh
Bruce Davis
bldavis@mac.com
2026-10-19for new solicitationSolicitationHigh

🟡 Due This Week — 1 items

DonorDateAction RequiredStagePriority
ihesqwezkp kytiggswkx
frkgosnj@immenseignite.info
2026-11-07mgxsrdofzzIdentificationHigh

📅 Upcoming — 0 items

DonorDateAction RequiredStagePriority
None.

⚠️ No Date Set — 73 items

DonorDateAction RequiredStagePriority
Lilly Foundation
—LOI submittedNot QualifiedHigh
Abbey Group
—meeting with Fr RamosQualificationHigh
Liz Johnson
—meeting scheuled for late AprilNot QualifiedHigh
Dan Cunningham
—Call Bill to arrange meetingIdentificationHigh
Julian Malcolm
—follow up on share transferPledge / CommittedHigh
John DeMatteo
—Arrange meeting thru Dan FIdentificationHigh
Matt Tierney
—Schedule ask / land meetingStewardshipMedium
Ken Cuccinelli
teiro222@protonmail.com
—Susan H calling 2/19QualificationMedium
Mark Dethlefsen
bethd@1791.com
—Susan H calling 2/19QualificationMedium
Pete Doran
peterdoran@gmail.com
—emailed - follow up 2/26QualificationMedium
Rowena Sewell
—may come out of Vance/Cari meetingQualificationMedium
Joe Stibora
—check in with Joe about father's potential giftPledge / CommittedMedium
Rick Sluszka
—follow up for long-term numberCultivationMedium
James Contino
—send update regarding progressQualificationMedium
Andrew Bodoh
—follow upCultivationMedium
Fitzhugh Johnson III
fjohnson3@johnsonrealtyadvisors.com
—check in about invite list for May eventCultivationMedium
Franco Madan
—Catch up — overdue since Sept/OctQualificationMedium
Chad Wahlin
—need to set first meetingIdentificationMedium
Dennis Gerber
—Check in with Joshua about KCCF visitStewardshipLow
Joshua Gideon
—lunch with Joshua at Silver Diner w/ WesStewardshipLow
George Kelly
—Call in re landNot QualifiedLow
Clarence Collins & Kimberly Young
—Possible invite to spring classIdentificationLow
Greg Mollers
—find contact infoIdentificationLow
Paula O'Keefe
—Complete Newman guide applicationQualificationLow
Paul Doerrer
paul@doerrergroup.com
—Send intro emailIdentificationLow
Joe Crnkovich
joecrnk@gmail.com
—intro email sent — follow upQualificationLow
Robert Crnkovich
rcrnkovich@christendom.edu
—Send intro emailIdentificationLow
Mary Ellen Bork
—Intro callIdentificationLow
Paul Stevens
pstevens@ici.org
—Send intro emailIdentificationLow
John Sutherland
preppycottage@verizon.net
—wait 2 weeks (3/5/26) - Heather hospitalizedQualificationLow
Jim Burdan
maria.burdan@gmail.com
—emailed - follow up 2/26QualificationLow
Steve Jameson
catjam34@gmail.com
—emailed - follow up 2/26QualificationLow
Chad Finch
finch6pack@gmail.com
—spoke 2/19; she will call with datesQualificationLow
Paul Thompson
sharthompson51@gmail.com
—Nick contact? Neutral partyIdentificationLow
Steve Heinlein
Heinlein77@yahoo.com
—emailed - follow up 2/26QualificationLow
Ryan Mehaffey
g.ryan.mehaffey@gmail.com
—Left messageQualificationLow
Whitney Tetor
watetor@gmail.com
—Left messageQualificationLow
Thomas Malanga
6plus1malangas@gmail.com
—Left messageQualificationLow
Mike Uriell
amyuriell@gmail.com
—2/5 texted Amy; no VMQualificationLow
Luis Perez
realtorjohannamerino@gmail.com
—2/18 2nd voicemailDeclinedLow
Liam LaCivita
erin.lacivita@gmail.com
—2/18 2nd voicemailQualificationLow
Terrence Pinnock
basialw77@gmail.com
—2/18 2nd voicemailQualificationLow
Mark Hudson
marcoahudson@gmail.com
—Scheduled to call 2/19QualificationLow
Matthew Prohaska
Janli_21@hotmail.com
—Spoke in-person 2/13; f/u meeting dates by 2/18QualificationLow
David Case
dave4542@hotmail.com
—Called 1/27QualificationLow
Billie Mitchem
bmitchem5@verizon.net
—Called 1/27QualificationLow
Maria Stitt
maria_stitt@yahoo.com
—Called 1/27QualificationLow
David Meyer
—Loegering connection - Titan chairmanNot QualifiedLow
Jonathan Maynard
jonathan@reddoorhomeservice.com
—Relocated to Ozarks; no tiesDeclinedLow
Michael Tierney
mbtierney.TCS@aol.com
—Canceled - cannot commit to campaignDeclinedLow
Jorge Ibarra
jorgepibarra@gmail.com
—Not interested - financial limitationsDeclinedLow
Shawn Fagan
—Griffin not interestedDeclinedLow
Caroline Prickel family
—JM to call ASAP.QualificationLow
George Snead
franklin@parrishsnead.com
—Follow up if needed.IdentificationLow
Peter Grimberg
—UnsureQualificationLow
Troy Paino
—Meeting arrangement thru Todd HIdentificationLow
David Bereit
—working on coffee mtgQualificationLow
Victor Prieto
—call scheduled with Cecilia Diem, Nick hasQualificationLow
Francis Dezelski
fddeze@outlook.com
—Traded voicemails Nov/Dec — follow upQualificationLow
Deacon Bob Benyo
—walk the site. date TBDQualificationLow
Steve Herl
—On iceNot QualifiedLow
Justin Schneir
—Follow-up call; send outdoors proposalIdentificationLow
Andrew Boucher
—Follow upQualificationLow
Marvin Arnsdorff
—Follow upQualificationLow
Koch Foundation
—Budget, OCDCultivationMedium
AR Hale Family Foundation
—December new info; possible 26Q1 meetingNot QualifiedLow
John Fricano Foundation
—Call Nancy Dixon to request applicationNot QualifiedLow
Stand Together
—Further researchIdentificationLow
Pulte Foundation
—Spoke with foundation, nothing thereNot QualifiedLow
MercyWorks Foundation
—Don't do ed; possibly constructionNot QualifiedLow
c/o Costellos Home Run Inn Foundation
—Connect with Dan about buildingQualificationHigh
Napa Institute
—NM / Tim email exchange; don't prioritize schools outside focus areaDeclinedHigh
Mary Morton Parsons Foundation
—Budget, BODDeclinedHigh