Good morning, Victoria.
You have 3 overdue next steps and a board report due Friday. Your pipeline stands at $847,000.
✦ VP Development
FY2026 · Progress
Month 5 of 12
42% of year elapsed
What do you need to do?
I just had lunch with Robert Abramowitz and need to log a contact note...
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View overdue next steps
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Check board giving
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Total Giving YTD
$487,200
↑ 18% vs. prior year
81% of $600K goal
Pipeline Value
$847,000
Weighted solicitations
Donor Retention
79%
↑ Sector avg: 43%
Board Giving
14 / 18
4 board members not yet given
Open Next Steps
23
3 overdue
Priority Alerts
Next step overdue — Robert & Susan Abramowitz
Deliver naming proposal for science wing — $250,000 threshold. Due May 20.
Open constituent record →
3 days
Next step overdue — Hartwell Family Foundation
Follow up on capital campaign proposal — $500,000 ask. Due May 18.
Open constituent record →
5 days
Board meeting in 4 days — 4 members have not yet given
Thomas Reilly, Carol Jensen, David Nakamura, and Susan Park have not given in FY2026.
View board giving report →
Due Fri
6 acknowledgements in queue — 7+ days
Letters have been waiting in the Stewardship Console for more than a week.
Open Stewardship Console →
7–11 days
Planned gift annual review due — Margaret Chen
No contact logged in 14 months. Confirmed planned gift — Document on File.
Open constituent record →
Overdue
Recently Viewed
RA
Robert & Susan Abramowitz PINNED
→
HF
Hartwell Family Foundation
→
MC
Margaret Chen
→
TR
Thomas Reilly
→
DL
Dr. & Mrs. David Lim
→
Quick Actions
Log a Contact
Create Next Step
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Search Donors
Portfolio Pipeline
Identification
12
—
Qualification
8
$240K
Cultivation
15
$1.2M
Solicitation
6
$847K
Stewardship
22
$2.1M
Year-End Projection
Conservative
$571K
Base
$634K
Optimistic
$712K
Base projection exceeds goal by $34K. Converting 2 of your top 5 solicitations closes the optimistic gap.