| Donor | Date | Action Required | Stage | Priority |
|---|---|---|---|---|
| Enrique Segura | 2026-05-20 | call connection re: proposal | Qualification | High |
| Shaun Kenney / Family | 2026-05-21 | email to set up home visit | Pledge / Committed | High |
| Paul Pilzer | 2026-05-22 | Call Bill for connection | Identification | High |
| John Clancy | 2026-05-22 | Call Bill for connection | Identification | High |
| Mike Murray | 2026-05-22 | Call Bill for connection | Identification | High |
| Rowena Sewell | 2026-05-22 | Find out more about Sewell family involvement from mini campaign | Qualification | Medium |
| Bradley Foundation | 2026-05-26 | follow up Rick, call RObbie | Qualification | Low |
| John Pratt | 2026-05-27 | called Meyer for reminder to connect; had spoken last month with promise of introduction | Qualification | High |
| Shawn Elliott rshawne@comcast.net | 2026-06-11 | Reply to Sean's email and secure follow up meeting | Solicitation | Medium |
| John Cook Jencookvirginiarealtor@gmail.com | 2026-06-15 | check back in about meeting | Qualification | Low |
| Howard Dahl Hadahl@amitytech.com | 2026-06-15 | follow up regarding matching pledge / contacts | Declined | High |
| Mark Doherty | 2026-06-16 | Jm to call Mark for meeting request | Cultivation | High |
| Luck Companies | 2026-06-16 | follow up with Jon | Cultivation | High |
| Kelly Johnson Fitzkel@aol.com | 2026-06-16 | Text regarding meeting and tour | Cultivation | Medium |
| Mike Ortner michael.ortner@gmail.com | 2026-06-17 | follow up if match comes through | Cultivation | High |
| Ann Schierer Bahamaann@gmail.com | 2026-06-22 | Possible Follow Up with Match | Cultivation | High |
| Ann Schierer Bahamaann@gmail.com | 2026-06-22 | If no match, follow up through Chris Vomund | Cultivation | High |
| Rachel Coggins rlcoggins@gmail.com | 2026-06-22 | Call if there's a match, if no match work back through Chris | Cultivation | Medium |
| John Kaila john@kailapc.com | 2026-06-22 | follow up | Cultivation | Medium |
| Andrew Bodoh | 2026-06-22 | Schedule strategy meeting and five year pledge | Cultivation | Medium |
| Rick Sluszka | 2026-06-22 | Schedule strategy meeting and five year pledge | Cultivation | Medium |
| Alex Preacher japeacher@gmail.com | 2026-06-22 | If no response, follow up | Identification | High |
| Victor Sellier | 2026-06-29 | left VM | Identification | Medium |
| Jim Powell | 2026-06-30 | Assess for next steps | Qualification | High |
| Ronald Vance | 2026-07-01 | research to find contact info - reach out for meeting | Identification | High |
| Sandra Andreas McMurtrie bmcmurtrie@materdeischool.net | 2026-07-08 | pull other numbers | Identification | High |
| McNeice Foundation McNeiceFoundation@choate.com | 2026-07-10 | check in with Dorian re: MA trip | Declined | High |
| Alan Holmer | 2026-07-13 | need to ask for connection thru Ron L or other daily mass-goers | Identification | Medium |
| Tom Wack | 2026-07-15 | Drew will arrange lunch | Qualification | High |
| Howard Owen hmowen04@verizon.net | 2026-08-13 | call Susan to check in | Solicitation | Medium |
| Dan Flatley | 2026-08-17 | call to arrange visit | Qualification | High |
| Jim Koehr jim@koehrfamily.com | 2026-08-17 | get pledge letter | Pledge / Committed | High |
| Regan LaMothe | 2026-08-19 | add Regan to newsletters | Solicitation | High |
| Gene Zurlo | 2026-08-21 | catch up | Declined | High |
| Joe Wilson | 2026-08-24 | f/u with Drew - group meeting? | Cultivation | High |
| Charles McDaniel | 2026-08-24 | f/u with Tim Welsh regarding sponsorship table and invites | Identification | Medium |
| Albert Salvi, Esq asalvi@salvimaher.com | 2026-08-25 | check in for phone call | Qualification | High |
| Bruce Davis bldavis@mac.com | 2026-08-28 | text for meeting follow up | Solicitation | High |
| Chris Kaila kaila@bestappraisal.com | 2026-08-28 | f/u text for meeting | Solicitation | High |
| Allen Stibora | 2026-08-28 | follow up email for phone call | Cultivation | Medium |
| True Vine Foundation | 2026-08-28 | mail LOI package | Qualification | High |
| The Michael & Victoria Wallace Family Foundation | 2026-08-31 | Draft LOI | Identification | Medium |
| Timothy Connors wendytim@yahoo.com | 2026-08-31 | f/u with phone call | Qualification | High |
| Matthew Hantzmon | 2026-09-02 | call FDN number to follow up on LOI | Cultivation | High |
| David Grohne | 2026-09-03 | f/u on LOI package | Qualification | High |
| True Vine Foundation | 2026-09-03 | f/u on LOI package | Qualification | High |
| Philip L. Graham Fund plgfund@washpost.com | 2026-09-04 | Call or email to set up a meeting. | Identification | High |
| Ron Riggins rriggins@rpfinancial.com | 2026-09-04 | Invite Ron to school Mass | Cultivation | Medium |
| Donor | Date | Action Required | Stage | Priority |
|---|---|---|---|---|
| Mike Ortner michael.ortner@gmail.com | 2026-09-07 | Invite to the gala | Cultivation | High |
| Dom Grasso | 2026-09-08 | Send him a pledge letter with open-ended schedule. | Pledge / Committed | Medium |
| Richard B & Barbara B Odlin Foundation Co Mike Wise | 2026-09-08 | Set up meeting with Mike | Identification | Medium |
| Greg Mueller | 2026-09-08 | Nick/Malcolms to prep | Solicitation | High |
| Emily Cox | 2026-09-09 | check in with Alex about warm connections | Identification | High |
| Bill McCuen billymac195@me.com | 2026-09-10 | prep for lunch w bill - send him location | Solicitation | Medium |
| Greg Mueller | 2026-09-14 | Solicitation meeting w/ JM, NM | Solicitation | High |
| Donor | Date | Action Required | Stage | Priority |
|---|---|---|---|---|
| Bill McCuen billymac195@me.com | 2026-09-15 | solicitation meeting based on summer ask | Solicitation | Medium |
| Robert Luddy Luddy Charitable Foundation | 2026-09-16 | Send email solicitation | Identification | Medium |
| Malcolm Family | 2026-10-05 | Discuss timing of meetings with the family. | Cultivation | High |
| ihesqwezkp kytiggswkx frkgosnj@immenseignite.info | 2026-11-07 | mgxsrdofzz | Identification | High |
| Donor | Date | Action Required | Stage | Priority |
|---|---|---|---|---|
| Lilly Foundation | — | LOI submitted | Not Qualified | High |
| Abbey Group | — | meeting with Fr Ramos | Qualification | High |
| Liz Johnson | — | meeting scheuled for late April | Not Qualified | High |
| Dan Cunningham | — | Call Bill to arrange meeting | Identification | High |
| Julian Malcolm | — | follow up on share transfer | Pledge / Committed | High |
| John DeMatteo | — | Arrange meeting thru Dan F | Identification | High |
| Matt Tierney | — | Schedule ask / land meeting | Stewardship | Medium |
| Ken Cuccinelli teiro222@protonmail.com | — | Susan H calling 2/19 | Qualification | Medium |
| Mark Dethlefsen bethd@1791.com | — | Susan H calling 2/19 | Qualification | Medium |
| Pete Doran peterdoran@gmail.com | — | emailed - follow up 2/26 | Qualification | Medium |
| Rowena Sewell | — | may come out of Vance/Cari meeting | Qualification | Medium |
| Joe Stibora | — | check in with Joe about father's potential gift | Pledge / Committed | Medium |
| Rick Sluszka | — | follow up for long-term number | Cultivation | Medium |
| James Contino | — | send update regarding progress | Qualification | Medium |
| Andrew Bodoh | — | follow up | Cultivation | Medium |
| Fitzhugh Johnson III fjohnson3@johnsonrealtyadvisors.com | — | check in about invite list for May event | Cultivation | Medium |
| Franco Madan | — | Catch up — overdue since Sept/Oct | Qualification | Medium |
| Chad Wahlin | — | need to set first meeting | Identification | Medium |
| Dennis Gerber | — | Check in with Joshua about KCCF visit | Stewardship | Low |
| Joshua Gideon | — | lunch with Joshua at Silver Diner w/ Wes | Stewardship | Low |
| George Kelly | — | Call in re land | Not Qualified | Low |
| Clarence Collins & Kimberly Young | — | Possible invite to spring class | Identification | Low |
| Greg Mollers | — | find contact info | Identification | Low |
| Paula O'Keefe | — | Complete Newman guide application | Qualification | Low |
| Paul Doerrer paul@doerrergroup.com | — | Send intro email | Identification | Low |
| Joe Crnkovich joecrnk@gmail.com | — | intro email sent — follow up | Qualification | Low |
| Robert Crnkovich rcrnkovich@christendom.edu | — | Send intro email | Identification | Low |
| Mary Ellen Bork | — | Intro call | Identification | Low |
| Paul Stevens pstevens@ici.org | — | Send intro email | Identification | Low |
| John Sutherland preppycottage@verizon.net | — | wait 2 weeks (3/5/26) - Heather hospitalized | Qualification | Low |
| Jim Burdan maria.burdan@gmail.com | — | emailed - follow up 2/26 | Qualification | Low |
| Steve Jameson catjam34@gmail.com | — | emailed - follow up 2/26 | Qualification | Low |
| Chad Finch finch6pack@gmail.com | — | spoke 2/19; she will call with dates | Qualification | Low |
| Paul Thompson sharthompson51@gmail.com | — | Nick contact? Neutral party | Identification | Low |
| Steve Heinlein Heinlein77@yahoo.com | — | emailed - follow up 2/26 | Qualification | Low |
| Ryan Mehaffey g.ryan.mehaffey@gmail.com | — | Left message | Qualification | Low |
| Whitney Tetor watetor@gmail.com | — | Left message | Qualification | Low |
| Thomas Malanga 6plus1malangas@gmail.com | — | Left message | Qualification | Low |
| Mike Uriell amyuriell@gmail.com | — | 2/5 texted Amy; no VM | Qualification | Low |
| Luis Perez realtorjohannamerino@gmail.com | — | 2/18 2nd voicemail | Declined | Low |
| Liam LaCivita erin.lacivita@gmail.com | — | 2/18 2nd voicemail | Qualification | Low |
| Terrence Pinnock basialw77@gmail.com | — | 2/18 2nd voicemail | Qualification | Low |
| Mark Hudson marcoahudson@gmail.com | — | Scheduled to call 2/19 | Qualification | Low |
| Matthew Prohaska Janli_21@hotmail.com | — | Spoke in-person 2/13; f/u meeting dates by 2/18 | Qualification | Low |
| David Case dave4542@hotmail.com | — | Called 1/27 | Qualification | Low |
| Billie Mitchem bmitchem5@verizon.net | — | Called 1/27 | Qualification | Low |
| Maria Stitt maria_stitt@yahoo.com | — | Called 1/27 | Qualification | Low |
| David Meyer | — | Loegering connection - Titan chairman | Not Qualified | Low |
| Jonathan Maynard jonathan@reddoorhomeservice.com | — | Relocated to Ozarks; no ties | Declined | Low |
| Michael Tierney mbtierney.TCS@aol.com | — | Canceled - cannot commit to campaign | Declined | Low |
| Jorge Ibarra jorgepibarra@gmail.com | — | Not interested - financial limitations | Declined | Low |
| Shawn Fagan | — | Griffin not interested | Declined | Low |
| Caroline Prickel family | — | JM to call ASAP. | Qualification | Low |
| George Snead franklin@parrishsnead.com | — | Follow up if needed. | Identification | Low |
| Peter Grimberg | — | Unsure | Qualification | Low |
| Troy Paino | — | Meeting arrangement thru Todd H | Identification | Low |
| David Bereit | — | working on coffee mtg | Qualification | Low |
| Victor Prieto | — | call scheduled with Cecilia Diem, Nick has | Qualification | Low |
| Francis Dezelski fddeze@outlook.com | — | Traded voicemails Nov/Dec — follow up | Qualification | Low |
| Deacon Bob Benyo | — | walk the site. date TBD | Qualification | Low |
| Steve Herl | — | On ice | Not Qualified | Low |
| Justin Schneir | — | Follow-up call; send outdoors proposal | Identification | Low |
| Andrew Boucher | — | Follow up | Qualification | Low |
| Marvin Arnsdorff | — | Follow up | Qualification | Low |
| Koch Foundation | — | Budget, OCD | Cultivation | Medium |
| AR Hale Family Foundation | — | December new info; possible 26Q1 meeting | Not Qualified | Low |
| John Fricano Foundation | — | Call Nancy Dixon to request application | Not Qualified | Low |
| Stand Together | — | Further research | Identification | Low |
| Pulte Foundation | — | Spoke with foundation, nothing there | Not Qualified | Low |
| MercyWorks Foundation | — | Don't do ed; possibly construction | Not Qualified | Low |
| c/o Costellos Home Run Inn Foundation | — | Connect with Dan about building | Qualification | High |
| Napa Institute | — | NM / Tim email exchange; don't prioritize schools outside focus area | Declined | High |
| Mary Morton Parsons Foundation | — | Budget, BOD | Declined | High |