Good morning, Sarah.

You have 3 overdue next steps and the board meeting is Friday. 4 board members have not yet given in FY2026.
FY2026 · Progress
Month 7 of 12
58% of year elapsed
What do you need to do?
LYBUNT list
Volunteer prospects
Board giving gap
Hidden capacity
Teen Power donors
Total Giving YTD
$847,240
↑ 12% vs. prior year
42% of $2M goal
Active Donors YTD
312
vs. 298 prior year
Donor Retention
74%
↑ Sector avg: 43%
Board Giving
7 / 11
4 not yet given
Open Next Steps
18
3 overdue
Priority Alerts
Next step overdue — Margaret & Thomas Whitfield
Deliver $50,000 campaign proposal — After School Programs. Due May 15.
Open constituent record →
8 days
Board meeting Friday — 4 members have not yet given
James Okonkwo, Patricia Delgado, Howard Fein, and Anita Sharma have not given in FY2026.
View board giving report →
3 days
Planned gift annual review overdue — Dorothy Harmon
No contact logged in 16 months. Confirmed bequest — Document on File.
Open constituent record →
Overdue
5 volunteers with no gift history — cultivation opportunity
Marcus Webb (620 hrs), Yolanda Price (480 hrs), and 3 others have never been financially solicited.
View volunteer prospects →
Flagged
DAF gift pending match — $5,000 Fidelity Charitable
Received May 20. Probable match: Robert Chen based on prior DAF history.
Review in gift matching queue →
Today
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MW
Margaret & Thomas Whitfield PINNED
Cultivation · Active solicitation $50,000
→
DH
Dorothy Harmon
Planned Gift Society · Confirmed Bequest
→
RC
Robert & Linda Chen
Major Donor · Lifetime $87,500 · DAF giver
→
MW
Marcus Webb
Volunteer · 620 hrs · No gift history ⚑
→
JO
James Okonkwo
Board Member · Not yet given FY2026
→
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Major Gift Pipeline
Identification
8
—
Qualification
6
$180K
Cultivation
9
$620K
Solicitation
4
$195K
Stewardship
11
$1.2M
Year-End Projection
Conservative
$1.71M
Base
$1.89M
Optimistic
$2.14M
Base projection is $111K below goal. Converting the Whitfield solicitation would close 45% of that gap.
Constituents
Showing all 110 records
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Codes
Lifetime Giving
Last Gift
Prospect Score
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