Dashboard Friday, April 3, 2026
Good morning
Sarah Reynolds
You have 7 tasks due today, 3 overdue, and 2 pledges needing follow-up. Your pipeline has 28 active prospects.
7 tasks today
2 pledges due
$47k raised this week
$1.24M
Raised year-to-date
78%
of $1.6M annual goal
Gifts today
$18,450
↑ 23%vs. same day last year
Pledges due (30d)
$86,200
14 installments · 3 overdue
Active donors (YTD)
3,847
↑ 8%retention vs. last year
Pipeline value
$340k
28 prospects · 6 in solicitation
Tasks due today All tasks
Follow up on Cathedral campaign interest from Mar 16 call
Margaret Sullivan 3 days overdue
Send pledge reminder — $3,500 installment past due
Robert & Claire Hennessy 1 day overdue
Major gift cultivation call — propose $25k ask for capital campaign
James & Patricia O'Brien Due today · 2:00 PM
Send thank you letter for $5,000 Marian Congress gift
Diocese of St. Petersburg Due today
Review and approve Q1 stewardship report before board meeting
Internal Due today
Pledges due this week All pledges
RH
Robert & Claire Hennessy
CMA 2026 · Installment 2 of 3
$3,500
2 days overdue
MS
Margaret Sullivan
CMA 2026 · Installment 3 of 3
$1,900
Due Apr 5
TK
Thomas & Lisa Kowalski
Blessed Trinity Campaign
$5,000
Due Apr 7
MF
Maria & Eduardo Fernandez
Cathedral Capital Fund
$2,500
Due Apr 8
Guru AI
3 insights for today
8 LYBUNT donors gave in April last year but haven't given yet this year. Consider a targeted ask before April 15.
View these 8 donors →
James O'Brien's giving is up 40% this year. Strong timing for the $25k Cathedral ask on today's call.
View donor profile →
$47k raised this week — 12% above forecast. CMA sustaining donors are driving the increase.
See campaign breakdown →
Gifts today All gifts
Patricia O'Brien
Catholic Ministry Appeal
$5,000
9:14 AM
Anonymous
Marian Congress 2026
$250
8:52 AM
David & Anne Morrison
CMA Sustaining · Monthly
$100
8:30 AM
St. Michael's Parish
Blessed Trinity Campaign
$10,000
8:05 AM
Elena Ramirez
Youth Ministry Retreat
$75
7:48 AM
Campaign progress All campaigns
Catholic Ministry Appeal 2026 78%
$1,248,000 raisedGoal: $1,600,000
Cathedral Capital Fund 43%
$430,000 raisedGoal: $1,000,000
Marian Congress 2026 91%
$45,500 raisedGoal: $50,000
Youth Ministry Retreat 62%
$31,000 raisedGoal: $50,000
Major gift pipeline Full pipeline
Identification8
William & Anne Carter
St. Anthony's Parish
$15k askNew
Catherine Walsh
Diocese Board Member
$50k ask4d ago
Cultivation9
Michael & Susan Grant
Major donor since 2015
$25k ask12d ago
Elena & Marco Russo
St. Michael's · Parishioner
$10k ask18d ago
Solicitation6
James & Patricia O'Brien
Cathedral benefactor
$25k askCall today
Dr. Thomas Nguyen
New major gift prospect
$20k ask2d ago
Stewardship4
Margaret Sullivan
Lifetime: $84,250
$10k upgrade22d ago
The Kowalski Family
Blessed Trinity Campaign
$50k pledge8d ago
Closed / won1
The Morrison Foundation
Corporate matching gift
$100k giftClosed!
LYBUNT alert — 47 donors at risk
47 donors gave in the same period last year but haven't given yet in FY2026. Combined last-year value: $62,400. Guru AI recommends a personalized outreach campaign before April 30.