28
Prospects
$1.84M
Pipeline value
$200k
Won this year
6
Due this week
3
Overdue
Officer:
Campaign:
Identification
8
$275k
WC
William & Anne Carter
St. Anthony's Parish
$15k
Major prospect
Parish leader
Added 4 days ago
Referred by Fr. Malloy
SR
Sarah Reynolds
New
CW
Catherine Walsh
Diocese Board Member
$50k
Board member
Major prospect
Research due today
Guru AI: Wealth score 82. Gave $42k lifetime. No contact in 132 days — high urgency to re-engage.
MC
Mark Collins
4d in stage
PH
Peter & Helen Stafford
Holy Family Parish
$10k
New prospect
Added today
SR
Sarah ReynoldsNew
Cultivation
9
$510k
MG
Michael & Susan Grant
Major donor since 2015
$25k
Hot prospect
Recurring giver
Lunch meeting Apr 12
"Mentioned Cathedral project at Mass last week — seemed genuinely interested." — SR, Apr 1
SR
Sarah Reynolds12d in stage
ER
Elena & Marco Russo
St. Michael's · Parishioner
$10k
Parish leader
Follow-up 5 days overdue
MC
Mark Collins18d in stage
LF
Laura & Frank DiNapoli
Cathedral benefactor family
$75k
Major prospect
Board adjacent
Site visit scheduled May 5
Guru AI: Upgrade propensity 91. Last gift was $15k — capacity suggests $75k+ is achievable.
SR
Sarah Reynolds8d in stage
Solicitation
6
$340k
JO
James & Patricia O'Brien
Cathedral benefactor
$25k
Ask today
Major donor
Call scheduled 2:00 PM today
"Giving up 40% this year — Guru AI flags as strong upgrade candidate." — SR
Guru AI: Propensity score 95. Best ask window: Q2 before capital campaign launch. Recommend $25k Cathedral ask.
SR
Sarah Reynolds2d in stage
TN
Dr. Thomas Nguyen
New major gift prospect
$20k
New major
Proposal sent Apr 1
SR
Sarah Reynolds2d in stage
VM
Victor & Maria Montoya
Holy Cross Parish
$30k
Major prospect
Follow-up overdue 2 days
MC
Mark Collins14d in stage
Stewardship
4
$218k
MS
Margaret Sullivan
St. Michael's · $84k lifetime
$10k
Major donor
Recurring
Upgrade follow-up overdue
Guru AI: Cathedral interest noted Mar 16. Q3 upgrade ask timing optimal.
SR
Sarah Reynolds22d in stage
TK
The Kowalski Family
Blessed Trinity Campaign
$50k
Pledge active
$50k pledge · 2 installments left
SR
Sarah Reynolds8d in stage
Closed · Won
1
$100k
MF
The Morrison Foundation
Corporate matching gift
$100k
Gift received ✓
Closed Mar 28, 2026
"First corporate major gift in 5 years. Thank you sent, recognition plaque ordered." — SR
SR
Sarah ReynoldsWon ✓
JO
James & Patricia O'Brien
Cathedral benefactor · $95k lifetime
Pipeline stage
Identification
Cultivation
Solicitation
✓
Stewardship
Closed / Won
Key metrics Edit
Ask amount
$25,000
Lifetime giving
$95,000
AI score
95 / 100
Days in stage
2
Contact
james.obrien@cathedral.org
(727) 555-0218
Contact history
Cultivation call — Discussed Cathedral campaign interest. Patricia mentioned legacy giving possibilities.
Mar 28, 2026 · Sarah Reynolds
Proposal email sent — Cathedral Capital Fund case for support with $25k ask letter attached.
Apr 1, 2026 · Sarah Reynolds
Call scheduled — 2:00 PM today to follow up on proposal.
Apr 3, 2026 · Today
Next action