Actions & Follow-ups ← All Reports
Capital Campaign Report

Actions & Follow-ups Report

Open Next Actions as of May 09, 2026 Generated: May 09, 2026
27
Overdue
5
Due This Week
7
Upcoming
106
No Date Set

🔴 Overdue — 27 items

DonorDateAction RequiredStagePriority
Greg Mueller
2026-04-20either Dean has connected us or JM needs to include NMQualificationHigh
Mark Weber
1webermark@gmail.com
2026-04-22JM needs to call againCultivationMedium
Rich Gilder
2026-04-24Text Latin articleDeclinedLow
John Clancy
2026-04-29call bill to arrange meetingIdentificationHigh
Paul Pilzer
2026-04-30call bill to arrange meetingIdentificationHigh
Enrique & Alejandra Segura
2026-05-04Call connection regarding possible proposalQualificationHigh
Paul Kudarauskas
kristinkuda@gmail.com
2026-05-04Follow up with Kristin about current givingQualificationMedium
Gary Tharaldson
2026-05-05ask Howard for introductionNot QualifiedMedium
Jay Schuler
2026-05-05call Howard, ask after trip, ask after Jay and introductionQualificationHigh
Howard Dahl
Hadahl@amitytech.com
2026-05-05follow up email – Gift + network introductionsSolicitationHigh
Janice Obuchowski
2026-05-05Email to contact DanielleIdentificationLow
Gene Zurlo
2026-05-06schedule trip to walk thru opportunitySolicitationHigh
Ron & Luke Robson
2026-05-06Email Luke to follow upCultivationHigh
Philip Camill
philipcamill@cs.com
2026-05-06Follow up with ErinIdentificationLow
Bill Asbell
2026-05-06Phone callPledge / CommittedHigh
George Loegering
2026-05-07Call againSolicitationHigh
Keith Amberghy
2026-05-07Call Ron LiskQualificationMedium
Howard Owen
hmowen04@verizon.net
2026-05-07Check in with SusanSolicitationMedium
Allen and Beth Stibora
2026-05-07Call Joe againQualificationMedium
Michael Meyer
Meyerfineart@optonline.net
2026-05-07Call againQualificationMedium
Jon Riley
JRiley@luckstone.com
2026-05-08Follow up for updates/scheduling meetingPledge / CommittedHigh
Rich Delaney
2026-05-08Follow up for updates/scheduling meetingPledge / CommittedHigh
Mike Hamann
2026-05-08Follow up for updates/scheduling meetingPledge / CommittedHigh
Travis Hughes
travisjhughes@gmail.com
2026-05-08Follow up for updates/scheduling meetingSolicitationHigh
Bill McCuen
billymac195@me.com
2026-05-08Follow up for updates/scheduling meetingSolicitationMedium
Vance Sewell
csewell1993@gmail.com
2026-05-08Follow up for updates/scheduling meetingQualificationMedium
Shaun Kenney / Family
2026-05-08Confirm meeting for next weekPledge / CommittedHigh

🟡 Due This Week — 5 items

DonorDateAction RequiredStagePriority
Richard Galofaro
2026-05-11follow up with Nic C regarding contactsQualificationMedium
George Loegering
2026-05-11Follow up callSolicitationHigh
Ron & Luke Robson
2026-05-12Follow up regarding proposalCultivationHigh
Jim Koehr
jim@koehrfamily.com
2026-05-14discuss longer term pledge after thesis finalsPledge / CommittedHigh
Mona Tanner
2026-05-15Follow-up for pledge (Mona or Erin)CultivationMedium

📅 Upcoming — 7 items

DonorDateAction RequiredStagePriority
Ed Grasso
2026-05-22Arrange meeting through BarbQualificationHigh
Joe Wilson
2026-05-27Rotary club presentationQualificationHigh
Dan Malcolm
danmalcolm9@gmail.com
2026-05-29Confirm cap campaign donation from Ameriprise account if necessarySolicitationHigh
Regan LaMothe
2026-06-01confirm fall campus visitCultivationHigh
Mark Doherty
2026-06-01Contact Dom for upcoming eventQualificationHigh
Jack Helbling
jakeh@fuse.net
2026-07-01Peter to contactQualificationHigh
Matthew Crane
2026-07-10Update Matt about Rotary Club presentationCultivationHigh

⚠️ No Date Set — 106 items

DonorDateAction RequiredStagePriority
Joe Wilson
left Bruce VM 3/26QualificationHigh
Lilly Foundation
LOI submittedQualificationHigh
Mike Ortner
michael.ortner@gmail.com
JM left VM on Tuesday 3/31CultivationHigh
Abbey Group
meeting with Fr RamosQualificationHigh
Shaun Kenney / Family
revise, finalize, and send to Shaun – action plan document from ClaudePledge / CommittedHigh
Liz Johnson
meeting scheuled for late AprilCultivationHigh
Mike Murray
Call Bill to arrange meetingIdentificationHigh
Paul Pilzer
Call Bill to arrange meetingIdentificationHigh
Dan Cunningham
Call Bill to arrange meetingIdentificationHigh
Jim Koehr
jim@koehrfamily.com
Left VM week of Jan 14; call backPledge / CommittedHigh
Julian Malcolm
follow up on share transferPledge / CommittedHigh
Rich Delaney
get tax letterPledge / CommittedHigh
Mike Hamann
send tax letterPledge / CommittedHigh
Dan Flatley
Need to call to arrange visitQualificationHigh
John DeMatteo
Arrange meeting thru Dan FIdentificationHigh
Travis Hughes
travisjhughes@gmail.com
Chad will arrange meetingSolicitationHigh
Bruce Davis
bldavis@mac.com
rotary confirmed; lunch March 4SolicitationHigh
Jim Powell
Jim response 3/30 - Nick , hope you are doing well, Nick unfortunately I am really busy now and will have to get back to you at a later dateQualificationHigh
Jamee Rodgers
set meeting for April to discuss United Way, Fred CharitableCultivationMedium
Dom Grasso
Schedule ask meetingCultivationMedium
Matt and Erin Tierney
Schedule ask / land meetingCultivationMedium
Ken Cuccinelli
teiro222@protonmail.com
Susan H calling 2/19QualificationMedium
Mark Dethlefsen
bethd@1791.com
Susan H calling 2/19QualificationMedium
Matthew Crane
waiting for DW follow upCultivationHigh
Pete Doran
peterdoran@gmail.com
emailed - follow up 2/26QualificationMedium
Rowena Sewell
may come out of Vance/Cari meetingQualificationMedium
Vance Sewell
csewell1993@gmail.com
reach out for meeting with NickQualificationMedium
Drew Mullins
AJMullins@proton.me
Susan H calling 2/19Pledge / CommittedMedium
Bill McCuen
billymac195@me.com
Talked in person; will call backSolicitationMedium
Mark Hainsey
hhainsey@gmail.com
Meeting 3/4 1pmSolicitationMedium
Joe and Carrie Stibora
check in with Joe about father's potential giftPledge / CommittedMedium
Allen Harrison
allenharrison@battlefieldhomes.com
Meeting 2/25 9amPledge / CommittedMedium
Rick and Amy Sluszka
follow up for long-term numberCultivationMedium
James Contino
send update regarding progressQualificationMedium
Andrew Bodoh
follow upCultivationMedium
Fitzhugh Johnson
fjohnson3@johnsonrealtyadvisors.com
check in about invite list for May eventCultivationMedium
Franco Madan
Catch up — overdue since Sept/OctQualificationMedium
Kim & Chad Wahlin
need to set first meetingIdentificationMedium
Paul Kudarauskas
kristinkuda@gmail.com
In scheduling for meetingQualificationMedium
Murray Michaels
call to schedule visit alongside Gene ZCultivationLow
Dennis Gerber
Check in with Joshua about KCCF visitCultivationLow
Joshua Gideon
lunch with Joshua at Silver Diner w/ WesCultivationLow
George Kelly
Call in re landNot QualifiedLow
Gene d'Agostino
arrange CHS meeting presentationCultivationLow
Clarence Collins & Kimberly Young
Possible invite to spring classIdentificationLow
Greg Mollers
find contact infoIdentificationLow
Paula O'Keefe
Complete Newman guide applicationQualificationLow
Trae and Michelle Stephens
Amy S says maybe not nowIdentificationLow
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 & Heather 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 & Shar 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 & Anne Tetor
watetor@gmail.com
Left messageQualificationLow
Thomas Malanga
6plus1malangas@gmail.com
Left messageQualificationLow
Mike and Amy Uriell
amyuriell@gmail.com
2/5 texted Amy; no VMQualificationLow
Luis Perez
realtorjohannamerino@gmail.com
2/18 2nd voicemailDeclinedLow
John Cook
Jencookvirginiarealtor@gmail.com
Follow up after shadow day/interviewQualificationLow
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
Bill Betts
dabetts@comcast.net
Called 1/27QualificationLow
David Case
dave4542@hotmail.com
Called 1/27QualificationLow
Sean Kline
kline.sean@gmail.com
Called 1/27QualificationLow
Billie Mitchem
bmitchem5@verizon.net
Called 1/27QualificationLow
Maria Stitt
maria_stitt@yahoo.com
Called 1/27QualificationLow
Bill Freehling
send thanks for biz beat roundupCultivationLow
David Meyer
Loegering connection - Titan chairmanCultivationLow
Jonathan Maynard
jonathan@reddoorhomeservice.com
Relocated to Ozarks; no tiesDeclinedLow
Michael & Patricia Tierney
mbtierney.TCS@aol.com
Canceled - cannot commit to campaignDeclinedLow
Jorge Ibarra
jorgepibarra@gmail.com
Not interested - financial limitationsDeclinedLow
Shawn Fagan
Griffin not interestedDeclinedLow
Greg Mueller
JM / David Bereit meetingQualificationHigh
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
Raskob Foundation
Drive project progressCultivationLow
Bradley Foundation
Once construction progress, connect with Jim BarryQualificationLow
MercyWorks Foundation
Don't do ed; possibly constructionNot QualifiedLow
c/o Costellos Home Run Inn Foundation
Connect with Dan about buildingQualificationHigh
True Vine Foundation
Reach out to HannaQualificationLow
Napa Institute
NM / Tim email exchange; don't prioritize schools outside focus areaDeclinedHigh
Mary Morton Parsons Foundation
Budget, BODDeclinedHigh
Regan LaMothe
CultivationHigh