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Capital Campaign Report

Campaign Snapshot

As of July 08, 2026 Generated: July 08, 2026
$3,689,750
Pledged
$488,458
Received
$6,310,250
Gap to Goal
52
Overdue Actions

Campaign Progress — $10,000,000 Goal

$3,689,750 pledged of $10,000,000 goal 36.9%
$0$3M$6M$9M$12M
18 donors committed 212 total in pipeline 7 actions due this week

Pipeline by Stage

StageCount
Identification60
Qualification59
Cultivation24
Solicitation17
Pledge / Committed20
Stewardship4
Declined10
Not Qualified18

Top Prospects (Unpledged)

NameStageCapacityRec. Ask
Richard GalofaroDeclined$5,000,000$4,000,000
Joe WilsonCultivation$2,000,000$1,600,000
Trae StephensQualification$2,000,000$1,600,000
Ron & Luke RobsonSolicitation$2,000,000$1,600,000
Jay SchulerNot Qualified$2,000,000$1,600,000
John PrattQualification$2,000,000$1,600,000
Richard GilliamIdentification$2,000,000$1,600,000
McNeice FoundationDeclined$1,500,000$1,200,000

🔴 Overdue Actions (52)

DonorWas DueActionStage
ridghvqslq dodkgkhyvd2026-04-10tgmgrkmywuIdentification
True Vine Foundation2026-05-19Call about bond / PRI possibilityQualification
True Vine Foundation2026-05-19Send follow-up email with one-pagerQualification
Gene Zurlo2026-05-20follow up regarding Palmetto, visitSolicitation
Enrique Segura2026-05-20call connection re: proposalQualification
Shaun Kenney / Family2026-05-21email to set up home visitPledge / Committed
Paul Pilzer2026-05-22Call Bill for connectionIdentification
John Clancy2026-05-22Call Bill for connectionIdentification

🟡 Due This Week (7)

DonorDueActionStage
Sandra Andreas McMurtrie2026-07-08pull other numbersIdentification
Bill Orosz2026-07-08reply to Bill regarding strategy on lease, loanCultivation
Joe Wilson2026-07-08call Drew to arrange meeting; text fitz if no responseCultivation
Matthew Crane2026-07-10Update Matt about Rotary Club presentationCultivation
McNeice Foundation2026-07-10check in with Dorian re: MA tripDeclined
c/o Larry Bean Martin Family Foundation2026-07-10call larrySolicitation
Jim Koehr2026-07-15Campaign pledge solicitation / flooring in kindSolicitation

Recent Activity (Last 10)

DateDonorTypeNotes
2026-07-08Joe WilsonNext Action CompleteCompleted: check w/ Drew, then Fitz about meeting — call Dre
2026-07-07George LoegeringNext Action CompleteCompleted: followed up about gift amount; was at hospital, s
2026-07-07Bruce DavisNext Action CompleteCompleted: follow up meeting request — done
2026-07-07Ron & Luke RobsonNext Action CompleteCompleted: Update Scott on campaign progress
2026-07-07Ron & Luke RobsonNext Action CompleteCompleted: Follow up with Robson regarding investment profil
2026-07-01c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: call Larry if nothing from Sean — emailed sean /
2026-06-30Bruce DavisNext Action CompleteCompleted: meeting request
2026-06-30Sandra Andreas McMurtrieNext Action CompleteCompleted: Call list - pull other numbers
2026-06-30Bill OroszNext Action CompleteCompleted: email with call / meeting request — emailed Phil
2026-06-29c/o Larry Bean Martin Family FoundationNext Action CompleteCompleted: Pending match, check in with Sean and Larry — lef