Actions & Follow-ups ← All Reports
Capital Campaign Report

Actions & Follow-ups Report

Open Next Actions as of July 08, 2026 Generated: July 08, 2026
52
Overdue
7
Due This Week
1
Upcoming
76
No Date Set

🔴 Overdue — 52 items

DonorDateAction RequiredStagePriority
ridghvqslq dodkgkhyvd
vwdhpmjr@ immenseignite.info
2026-04-10tgmgrkmywuIdentificationHigh
True Vine Foundation
2026-05-19Call about bond / PRI possibilityQualificationLow
True Vine Foundation
2026-05-19Send follow-up email with one-pagerQualificationLow
Gene Zurlo
2026-05-20follow up regarding Palmetto, visitSolicitationHigh
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
Bradley Foundation
2026-05-26follow up Rick, call RObbieQualificationLow
John Pratt
2026-05-27called Meyer for reminder to connect; had spoken last month with promise of introductionQualificationHigh
Travis Hughes
travisjhughes@gmail.com
2026-06-02to check statusSolicitationHigh
Tim Welsh
Twelsh@rcci.com
2026-06-03financingPledge / CommittedHigh
John Hood
2026-06-04follow upNot QualifiedHigh
Dan Flatley
2026-06-05Figure out visit dateQualificationHigh
Julian Malcolm
2026-06-06confirm property acquisitionPledge / CommittedHigh
Shawn Elliott
rshawne@comcast.net
2026-06-11Reply to Sean's email and secure follow up meetingSolicitationMedium
Howard Owen
hmowen04@verizon.net
2026-06-11Requested meetingSolicitationMedium
Luis ColonCastro
cc9815@hotmail.com
2026-06-11Texted for meetingSolicitationMedium
Bill McCuen
billymac195@me.com
2026-06-12Re: parent matchSolicitationMedium
John Cook
Jencookvirginiarealtor@gmail.com
2026-06-15check back in about meetingQualificationLow
Howard Dahl
Hadahl@amitytech.com
2026-06-15follow up regarding matching pledge / contactsSolicitationHigh
Howard Owen
hmowen04@verizon.net
2026-06-15Follow up if no responseSolicitationMedium
Mark Doherty
2026-06-16Jm to call Mark for meeting requestCultivationHigh
Luck Companies
2026-06-16follow up with JonCultivationHigh
Regan LaMothe
2026-06-16read statement; follow up on visitCultivationHigh
Kelly Johnson
Fitzkel@aol.com
2026-06-16Text regarding meeting and tourCultivationMedium
Gene d'Agostino
genejened129@gmail.com
2026-06-16Send Front Royal StatementCultivationLow
Mike Ortner
michael.ortner@gmail.com
2026-06-17follow up if match comes throughCultivationHigh
Greg Mueller
2026-06-17phone call or text – follow up to get meeting scheduledCultivationHigh
Malcolm Family
2026-06-20check in about QI personCultivationHigh
Jamee Rodgers
2026-06-22Check-in about board meeting and Drew Mullin's connectionSolicitationMedium
Ann Schierer
Bahamaann@gmail.com
2026-06-22Possible Follow Up with MatchCultivationHigh
Ann Schierer
Bahamaann@gmail.com
2026-06-22If no match, follow up through Chris VomundCultivationHigh
Rachel Coggins
rlcoggins@gmail.com
2026-06-22Call if there's a match, if no match work back through ChrisCultivationMedium
Chris Kaila
kaila@bestappraisal.com
2026-06-22CallSolicitationHigh
Dom Grasso
2026-06-22Schedule strategy meeting and five year pledgeCultivationMedium
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
Jose Munoz
ortega.mcarmen@gmail.com
2026-06-22Follow up regarding contactsCultivationLow
Alex Preacher
japeacher@gmail.com
2026-06-22If no response, follow upIdentificationHigh
Fr. Eric Cadin
ecadin@rcab.org
2026-06-22Follow up if no responseIdentificationMedium
Joe Falcao
jfalcao103@gmail.com
2026-06-24Follow up if no responseIdentificationHigh
Victor Sellier
2026-06-29left VMIdentificationMedium
Jim Powell
2026-06-30Assess for next stepsQualificationHigh
Jack Helbling
jakeh@fuse.net
2026-07-01Peter to contactPledge / CommittedHigh
Allen Stibora
2026-07-01ask Joe about follow upQualificationMedium
Malcolm Family
2026-07-01check back in about meetingCultivationHigh
Ronald Vance
2026-07-01research to find contact info - reach out for meetingIdentificationHigh
Richard Gilliam
2026-07-06request introductory meeting thru KenIdentificationHigh

🟡 Due This Week — 7 items

DonorDateAction RequiredStagePriority
Sandra Andreas McMurtrie
bmcmurtrie@materdeischool.net
2026-07-08pull other numbersIdentificationHigh
Bill Orosz
worosz@hcpland.com
2026-07-08reply to Bill regarding strategy on lease, loanCultivationHigh
Joe Wilson
2026-07-08call Drew to arrange meeting; text fitz if no responseCultivationHigh
Matthew Crane
2026-07-10Update Matt about Rotary Club presentationCultivationHigh
McNeice Foundation
McNeiceFoundation@choate.com
2026-07-10check in with Dorian re: MA tripDeclinedHigh
c/o Larry Bean Martin Family Foundation
2026-07-10call larrySolicitationHigh
Jim Koehr
jim@koehrfamily.com
2026-07-15Campaign pledge solicitation / flooring in kindSolicitationHigh

📅 Upcoming — 1 items

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

⚠️ No Date Set — 76 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
Dom Grasso
Schedule ask meetingCultivationMedium
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
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
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
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