Viewing as: S. Patterson · VP Development
My Portfolio · Today's Priorities
Good morning, Sarah.
You have 2 overdue next steps and 1 solicitation pending response. The Whitfield proposal is 8 days past due.
Today
June 1, 2026
FY2026 · Month 7
Overdue Next Steps
2
Whitfield proposal · Harmon annual review
Active Solicitations
4
$195,000 total ask value pending
Portfolio Size
12
Active prospects assigned
Closed This Month
$40,500
3 gifts · vs. $28K prior month
Weighted Pipeline
$285K
Probability-adjusted total
Contacts This Week
3
Goal: 8 per week
Next Steps — Action Required
MW
Margaret & Thomas Whitfield
Deliver $50,000 campaign proposal for After School Programs Fund. Margaret agreed to review at May 14 lunch meeting. Follow up required — proposal is 8 days overdue.
⚑ OVERDUE — Due May 15, 2026 Solicitation
$50,000
✓
DH
Dorothy Harmon
Annual planned giving stewardship call — no contact logged in 16 months. Confirm she is well and that estate documents are current. Do not solicit.
⚑ OVERDUE — Due April 15, 2026 Stewardship
Estate gift
✓
RC
Robert & Linda Chen
Send capital campaign briefing invitation for fall 2026. Robert expressed interest at April dinner. Linda's volunteer milestone (200+ hours) should be acknowledged in the note.
Due June 10, 2026 Cultivation
$100K+ capacity
✓
MW
Marcus Webb
Personal call to thank Marcus for his first gift ($500 to Teen Power Fund). Introduce the idea of a cultivation lunch. Do not make an ask — this is relationship building only.
Due June 7, 2026 Qualification
First gift ✦
✓
GW
George & Marie Washington
10-year consecutive giving milestone — send personal letter from Executive Director with formal recognition. Discuss upgrade from $6,000 to $10,000 level.
Due June 20, 2026 Cultivation
$6,000 → $10K?
✓
Log a Contact
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Contact Purpose
Next Step Created
Next Step Due
Contact Summary *
Next Step Description
Portfolio Overview
S. Patterson — Full Portfolio
12 active prospects · FY2026 · As of June 1, 2026
Identification
2
—
›
Qualification
2
$85K est.
›
Cultivation
5
$420K cap.
›
Solicitation
2
$70K ask
›
Stewardship
1
Estate
✦ Customize:
All Prospects — S. Patterson Portfolio
Prospect
Stage
Capacity
Ask / Gift
Probability
Next Step
Leadership Summary · Confidential
Major Gift Program — Full Organization View
All officers · All portfolios · FY2026 · As of June 1, 2026 · Prepared for: R. Levin, Executive Director
Total Active Prospects
32
Across 2 gift officers
Weighted Pipeline
$815K
↑ 18% vs. prior quarter
Closed This Quarter
$287K
↑ 22% vs. Q3 FY2025
Active Solicitations
6
$320K total ask value
Officer Portfolio Comparison
SP
Sarah Patterson
VP Development · Major Gifts
Portfolio
12
Weighted
$285K
Closed QTD
$187K
Pipeline by Stage
Identification
2
Qualification
2
Cultivation
5
Solicitation
2
Stewardship
1
MT
Maria Torres
Development Officer · Mid-Level
Portfolio
20
Weighted
$530K
Closed QTD
$100K
Pipeline by Stage
Identification
6
Qualification
4
Cultivation
4
Solicitation
4
Stewardship
2
Aggregate Pipeline — All Officers
$815K weighted · $1.14M total ask
Stage
Count
Total Ask
Weighted Value
Identification
8
—
—
Qualification
6
$265K
$93K
Cultivation
9
$475K
$285K
Solicitation
6
$320K
$224K
Stewardship
3
Estate
$213K est.
Total
32 prospects
$1,060K+
$815K weighted
Board Report Summary — Major Gift Program
Confirmed YTD Gifts
$287,000
↑ 22% vs. Q3 FY2025
Weighted Pipeline
$815,000
Probability-adjusted · 32 prospects
Planned Gift Expectancies
$185K–$320K
3 confirmed · Not on books
Highest Priority Ask
$50,000
Whitfield · After School Programs
Largest Uncultivated Capacity
$200K–$500K
Robert & Linda Chen · DAF donors
Emerging Prospect
Marcus Webb
620 vol. hrs · First gift · Capacity TBD
Note: Planned gift expectancies are shown as Development pipeline figures only — not booked as receivables. Synesis structurally prevents planned gift intentions from appearing in Finance records until realized.