Development Report · Live Data
Current Year Projections
FY2026 · As of June 1, 2026 · Month 7 of 12
YTD Raised
$847,240
↑ 12% vs. prior year
Annual Goal
$2,000,000
42% complete
Gap to Goal
$1,152,760
5 months remaining
Pace Required
$230,552
per month to goal
Conservative
$1,714,000
$286K below goal
Base Case
$1,891,000
$109K below goal
Optimistic
$2,140,000
$140K above goal
Projection Components — Base Case
Confirmed YTD giving
$847,240
Weighted solicitations (4 active · 65% probability)
$126,750
Pledge payments due (confirmed)
$84,500
Projected event revenue (Annual Gala · Oct)
$180,000
Recurring gifts (annualized remaining)
$28,440
Projected annual fund (prior year pace)
$312,000
Pending grants (70% probability)
$140,000
Pending matches and DAF confirmations
$172,070
Base Case Total Projection
$1,891,000
Key insight: Converting the Whitfield solicitation ($50,000 · currently at 65% probability) to confirmed would close 46% of the gap between the base case and goal. This is the single highest-impact action in the current pipeline.
Giving by Month — FY2026 YTD
* June 2026 is partial — month not yet complete
Development Report · Board Governance
Board Giving Report
FY2026 · All 11 board members · Board meeting Friday June 5
Board Members
11
Given FY2026
7
64% participation
Not Yet Given
4
Board meeting Friday
Board Total YTD
$28,500
vs. $41,000 prior yr
Board Giving — FY2026 Detail
| Board Member | Role | FY2026 Gift | Prior Year | Consecutive Yrs | Status |
|---|---|---|---|---|---|
| Kevin & Susan Nakamura | Board Chair | $4,000 | $4,000 | 8 yrs | ✓ Given |
| Rev. Samuel Brooks | Vice Chair | $1,500 | $1,500 | 5 yrs | ✓ Given |
| Carmen Rivera | Member | $3,500 | $3,000 | 4 yrs | ✓ Given |
| Patricia Morrison | Member | $2,500 | $2,500 | 3 yrs | ✓ Given |
| George & Marie Washington | Member | $6,000 | $5,000 | 10 yrs | ✓ Given |
| Anita Sharma MD | Member | $2,000 DAF | $2,000 | 2 yrs | ✓ Given |
| James Okonkwo | Secretary | $5,000 | $5,000 | 6 yrs | ✓ Given |
| Patricia Delgado | Member | — | $3,000 | 4 yrs | Not Yet Given |
| Howard Fein | Treasurer | — | $2,500 | 5 yrs | Not Yet Given |
| Anita Sharma MD | Member | — | $2,000 | 2 yrs | Not Yet Given |
| Catherine & James Lee | Member | — | $10,000 | 3 yrs | Not Yet Given |
Note: DAF gifts are reflected as board member giving. Foundation soft credits are counted toward board participation but labeled separately. The Lee household ($10,000 prior year) is the most significant non-giver and should be contacted before Friday.
Development Report · Retention
LYBUNT Analysis
Donors who gave in FY2025 but not yet in FY2026 · Sorted by prior gift
LYBUNT Count
23
Prior Year Value
$94,200
Board Members
4
Priority outreach
High Capacity
5
donors flagged
LYBUNT Donors — Top 10 by Prior Gift
| Donor | Prior Gift | Last Gift Date | Consecutive Yrs | Flag |
|---|---|---|---|---|
| Catherine & James Lee | $10,000 | Jan 2025 | 3 yrs | Board · Priority |
| Patricia Delgado | $3,000 | Nov 2024 | 4 yrs | Board |
| Ranjit Patel | $2,000 | Feb 2025 | 4 yrs | First Lapse |
| Howard Fein | $2,500 | Oct 2024 | 5 yrs | Board |
| Ellen & David Goodman | $1,500 | Dec 2024 | 6 yrs | Loyal |
| Beverly Johnson | $1,000 | Dec 2024 | 9 yrs | High Capacity |
| Dr. Michelle Chang | $500 | Nov 2024 | 3 yrs | LYBUNT |
| Jennifer Kim | $125 | Mar 2025 | 3 yrs | High Capacity |
| Sandra Anderson | $50 | Dec 2024 | 3 yrs | Volunteer |
| William Harris | $200 | Nov 2024 | 11 yrs | 11-Yr Streak |
Development Report · Retention Analytics
Donor Retention Report
FY2026 vs. FY2025 · Sector benchmark: 43%
FY2025 Donors
298
Retained FY2026
221
74% retention
Lapsed
77
$94,200 at risk
Sector Avg
43%
We exceed by 31pts
Retention by Segment
Opportunity: First-year donor retention (40%) is the weakest segment — the national average for first-year donors is 19%, so 40% is strong, but improving it to 50% would add approximately $14,000 in retained revenue annually.
Development Report · Major Gifts
Major Gift Pipeline
All prospects in active portfolio · Weighted pipeline value
Active Portfolio
32
prospects
In Solicitation
4
$195K ask value
Weighted Pipeline
$815K
Closed YTD
$287K
↑ 18% vs. prior yr
Active Solicitations
| Prospect | Ask Amount | Fund | Stage | Probability | Weighted Value |
|---|---|---|---|---|---|
| Margaret & Thomas Whitfield | $50,000 | After School | Solicitation | 65% | $32,500 |
| Springfield Community Found. | $75,000 | General Ops | Proposal Submitted | 70% | $52,500 |
| Meridian Health Systems | $50,000 | Health Programs | Negotiation | 80% | $40,000 |
| Catherine & James Lee | $20,000 | General Ops | Cultivation | 45% | $9,000 |
Development Report · Fund Analysis
Fund Performance
FY2026 YTD giving by fund designation
Giving by Fund — FY2026 YTD
Finance Report · Year-End Audit
Audit Support Package
FY2025 · Complete · Generated for external auditor
✓
FY2025 Audit Package — Complete
All 8 components generated and verified · Ready for auditor delivery
Package Components
| Component | Description | Status |
|---|---|---|
| Gift Revenue Summary | Total gifts by fund and restriction class · FASB ASC 958 format | ✓ Complete |
| Gift Substantiation Report | All gifts $250+ with receipt confirmation · IRS compliance | ✓ Complete |
| Pledge Receivables Aging | Outstanding pledges by age · Allowance for doubtful pledges | ✓ Complete |
| Endowment Activity Report | Fund balances, investment return, distributions · UPMIFA | ✓ Complete |
| Reconciliation Summary | Synesis totals vs. QuickBooks postings · All batches confirmed | ✓ Complete |
| Complete Gift Journal | All 847 gifts recorded in FY2025 with full detail | ✓ Complete |
| Non-Cash Gift Documentation | Stock gifts, in-kind contributions · Fair market value | ✓ Complete |
| Form 990 Gift Data Extract | Contributions summary, major donors above threshold | ✓ Complete |
Time saved: This package previously required 2–3 staff days to assemble manually from multiple sources. Synesis generates it in seconds from live data, with zero manual transcription.