Events & Giving
Participants
The donor, investor, sponsor & foundation CRM behind SOAR — every relationship, every next step, that never drops a follow-up.
21
Total supporters$12K avg gift7
DonorsIndividual givers5
InvestorsCapital partners7
Open follow-upsOverdue & flaggedClaude works every relationship overnight.Claude drafts every thank-you, recap, and re-engagement — each one a draft awaiting your approval — so a fundraiser’s follow-up never slips through the cracks.
Donor & Investor CRMEvery supporter, every next step
7 overdue
| Supporter | Stage | Lifetime | Owner | Next follow-up |
|---|---|---|---|---|
Trinity River PartnersSponsor · Research | Stewardship | $285K | Katie Wharry | Confirm presenting-sponsor renewal for the Drover GalaDue Jun 25 |
Reata Hospitality GroupSponsor · Research | Stewardship | $164K | Candice Ransbarger | Send Soirée check-in numbers + table photosDue Tomorrow |
Hargrove Family OfficeFoundation · Research | Committed | $420K | Will Tomlin | Q3 grant-report check-in — research pillar impactOverdue · due Jun 10 |
Bill HargroveDonor · Advocacy | Cultivating | $96K | Katie Wharry | Major-gift ask — $50K toward advocacyDue Jul 1 |
Balcones Development Co.Sponsor · Advocacy | Committed | $75K | Jessica Miller Essl | Table-sponsorship contract for the Drover GalaOverdue · due Jun 14 |
Hill Country CapitalInvestor · Research | Lapsed | $250K | Will Tomlin | Re-engage — attended the Archetype salon, no follow-up sinceOverdue · due Jun 5 |
Katy Mills Retail HoldingsSponsor · Community Support | Cultivating | $48K | Candice Ransbarger | Lock community-stage sponsorship for the StompDue Jul 10 |
Magnolia Green PartnersInvestor · Community Support | Cultivating | $180K | Will Tomlin | Invite to ALCO placemaking activation host committeeDue Jun 30 |
Lone Star Capital GroupSponsor · Community Support | Stewardship | $62K | Candice Ransbarger | Renew 5K title sponsorship for next springOverdue · due Jun 18 |
Diane FossDonor · Research | Stewardship | $34K | Katie Wharry | Thank-you call for tonight's paddle-raise pledgeDue Jun 24 |
Raj PatelInvestor · Research | Cultivating | $120K | Will Tomlin | Match to research pillar — giving history fitsDue Jun 28 |
Sara KimDonor · Community Support | Stewardship | $19K | Katie Wharry | Send recurring-gift setup linkDue Jun 26 |
Erica LyleDonor · Advocacy | Lapsed | $9K | Candice Ransbarger | Re-invite — attended last year's Soirée, not yet re-engagedOverdue · due Jun 8 |
Marcus WebbInvestor · Advocacy | Cultivating | $210K | Jessica Miller Essl | Drover Gala host-committee askDue Jul 5 |
Fort Worth Community FoundationFoundation · Advocacy | Committed | $340K | Will Tomlin | Submit advocacy-pillar grant renewal applicationDue Jul 15 |
Inbound Logistics Co-opSponsor · Community Support | Stewardship | $27K | Candice Ransbarger | Recap + renewal deck for the 5KOverdue · due Jun 20 |
Bill & Carol TatumDonor · Research | Stewardship | $145K | Katie Wharry | Legacy-gift conversation — research endowmentDue Aug 1 |
Brett ZimmermanDonor · Research | Stewardship | $52K | Will Tomlin | Austin host-committee recruiting for next salonDue Jul 8 |
South Freeway Donor-Advised FundFoundation · Community Support | Committed | $88K | Will Tomlin | Year-end grant recommendation reminderOverdue · due Jun 19 |
Annie GondranDonor · Community Support | Cultivating | $7K | Candice Ransbarger | Convert to monthly sustaining donorDue Jul 2 |
Cobalt CapitalInvestor · Research | Prospect | — | Katie Wharry | First-time prospect — intro to SOAR research thesisDue Jun 27 |