Community & impact

Events & Giving

SOAR — M2G's mental-health initiative. Run signature fundraising events at M2G's own assets end-to-end, with a donor & investor CRM that never drops a follow-up.

$2.1M
Lifetime raised$612K year-to-date
4
Active events19 run to date
21
Donors & investors$12K avg gift
835
Open RSVPs7 follow-ups overdue
Signature events are SOAR’s biggest growth driver.M2G hosts them at its own places — research, advocacy, and community support — and Claude drafts every thank-you, recap, and re-invite overnight, so a fundraiser’s follow-up never slips through the cracks.
Claude drafted overnight — ready to review4 items awaiting your approval
Thank-you notesOvernight · 2:14 AM

Drafted 12 thank-you notes for SOAR Soirée gifts

Personalized to each donor, referencing their gift size and the research pillar it funds. Ready to send the moment you approve.

Context: SOAR Soirée at Mule Alley

Re-engagementOvernight · 2:31 AM

Flagged 3 lapsed donors who attended last year's gala

Erica Lyle, Hill Country Capital, and Inbound Logistics Co-op gave last year but haven't been re-invited. Re-engagement emails drafted for each.

Context: SOAR Soirée 2025 → 2026

RecapOvernight · 2:48 AM

Drafted post-event recap + impact summary for the board

One-page recap: dollars raised vs goal, attendance, sponsor recognition, and dollars-to-pillar allocation — formatted for the board packet.

Context: SOAR Soirée at Mule Alley

Donor matchOvernight · 3:02 AM

Matched 2 investors to the SOAR research pillar

Raj Patel and Cobalt Capital both have giving histories that fit the research thesis. Intro outreach drafted, owner suggested: Will Tomlin.

Context: Research pillar

Upcoming & live events

SOAR Soirée at Mule AlleyTonight · Jun 22 · Mule Alley · Fort Worth
Live today
Raised$318K / $350K goal
RSVPs388 / 420
Checked in241 / 388
Owner: Katie Wharry·Sponsors: Trinity River Partners, Reata Hospitality Group, Lone Star Bank
Hotel Drover GalaSep 18 · Hotel Drover area · Stockyards · Fort Worth
Upcoming
Raised$142K / $400K goal
RSVPs164 / 300
Attended—
Owner: Jessica Miller Essl·Sponsors: Hargrove Family Office, Balcones Development Co.
Stockyards StompOct 25 · Mule Alley · Backlot · Fort Worth
Upcoming
Raised$58K / $180K goal
RSVPs212 / 800
Attended—
Owner: Candice Ransbarger·Sponsors: Katy Mills Retail Holdings
ALCO Placemaking ActivationNov 8 · ALCO · Dallas
Upcoming
Raised$24K / $120K goal
RSVPs71 / 250
Attended—
Owner: Will Tomlin·Sponsors: Magnolia Green Partners
Live giving feedSOAR Soirée at Mule Alley
Diane FossLIVE$25K8 min ago
Anonymous (paddle raise)LIVE$10K22 min ago
Sara KimLIVE$18K41 min ago
Trinity River Partners$150KToday, 5:10 PM
Reata Hospitality Group$60KYesterday
Bill & Carol Tatum$35KJun 19
Annie Gondran$3KJun 18
Donor & Investor CRMEvery relationship, every next step
7 overdue
SupporterLifetimeNext follow-up
Trinity River PartnersSponsor · Research
$285K
Confirm presenting-sponsor renewal for the Drover GalaDue Jun 25
Reata Hospitality GroupSponsor · Research
$164K
Send Soirée check-in numbers + table photosDue Tomorrow
Hargrove Family OfficeFoundation · Research
$420K
Q3 grant-report check-in — research pillar impactOverdue · due Jun 10
Bill HargroveDonor · Advocacy
$96K
Major-gift ask — $50K toward advocacyDue Jul 1
Balcones Development Co.Sponsor · Advocacy
$75K
Table-sponsorship contract for the Drover GalaOverdue · due Jun 14
Hill Country CapitalInvestor · Research
$250K
Re-engage — attended the Archetype salon, no follow-up sinceOverdue · due Jun 5
Katy Mills Retail HoldingsSponsor · Community Support
$48K
Lock community-stage sponsorship for the StompDue Jul 10
Magnolia Green PartnersInvestor · Community Support
$180K
Invite to ALCO placemaking activation host committeeDue Jun 30
Lone Star Capital GroupSponsor · Community Support
$62K
Renew 5K title sponsorship for next springOverdue · due Jun 18
Diane FossDonor · Research
$34K
Thank-you call for tonight's paddle-raise pledgeDue Jun 24
Raj PatelInvestor · Research
$120K
Match to research pillar — giving history fitsDue Jun 28
Sara KimDonor · Community Support
$19K
Send recurring-gift setup linkDue Jun 26
Erica LyleDonor · Advocacy
$9K
Re-invite — attended last year's Soirée, not yet re-engagedOverdue · due Jun 8
Marcus WebbInvestor · Advocacy
$210K
Drover Gala host-committee askDue Jul 5
Fort Worth Community FoundationFoundation · Advocacy
$340K
Submit advocacy-pillar grant renewal applicationDue Jul 15
Inbound Logistics Co-opSponsor · Community Support
$27K
Recap + renewal deck for the 5KOverdue · due Jun 20
Bill & Carol TatumDonor · Research
$145K
Legacy-gift conversation — research endowmentDue Aug 1
Brett ZimmermanDonor · Research
$52K
Austin host-committee recruiting for next salonDue Jul 8
South Freeway Donor-Advised FundFoundation · Community Support
$88K
Year-end grant recommendation reminderOverdue · due Jun 19
Annie GondranDonor · Community Support
$7K
Convert to monthly sustaining donorDue Jul 2
Cobalt CapitalInvestor · Research
—
First-time prospect — intro to SOAR research thesisDue Jun 27
Gift & pledge pipeline$725K open · 12 gifts
Identified· 3$315K
Ask made· 3$185K
Pledged· 3$225K
Received· 3$228K
Where the money goesLifetime allocation across SOAR's three pillars
Research$920K · 43%
Funding clinical mental-health research partners.
Advocacy$540K · 25%
Policy, awareness, and de-stigmatization work.
Community Support$680K · 32%
Direct-support grants and local programming.

Past events

PROTO Park SOAR 5KApr 12 · PROTO Park · Fort Worth
Past
Raised$97K / $90K goal
RSVPs540 / 600
Attended511 / 540
Owner: Candice Ransbarger·Sponsors: Lone Star Capital Group, Inbound Logistics Co-op
Archetype Founders SalonFeb 27 · Archetype · Austin
Past
Raised$215K / $175K goal
RSVPs118 / 120
Attended104 / 118
Owner: Will Tomlin·Sponsors: Brett Zimmerman (host), Hill Country Capital
SOAR Soirée 2025 (last year)Jun 21, 2025 · Mule Alley · Fort Worth
Past
Raised$402K / $325K goal
RSVPs372 / 400
Attended351 / 372
Owner: Katie Wharry·Sponsors: Trinity River Partners, Reata Hospitality Group
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