Development — today's queue
The proposed home page answers one question: who needs stewardship today? Ordered most-overdue-first — the same action-queue pattern RDs already use on Home.
Stewardship queue · the 48-hour thank-you promise, enforced by the page
- Walt & Peggy Jennings — lapsed 19 months, high win-back odds Gave every December 2019–2024 ($500), silent since · win-back template ready Overdue
- Thank-you owed: Kim Nakamura — first gift $100 (Jul 9) First-time donors thanked in 48h give again at ~2× the rate 3 days
- Claim the Callahan Logistics match — $2,500 unclaimed Robert's Dec gift is matched 1:1; the portal deadline is Jul 31 Due Jul 31
- Maria Delgado — monthly card failed on Jul 1 50-month giving streak; she emailed asking how to update the card Fix this week
- Trellis Foundation interim report — scholarship fund Due Aug 1 · numbers auto-fill from the fund page, narrative is yours Due Aug 1
- 4 more thank-yous inside the 48h window Weekend gifts from the Fall 5K appeal — templates pre-filled in Comms On time
Same queue engine as the RD action queue + daily digest (shared queue-scope.js) — this module adds donor items to a rail that already exists.
Giving — last 12 months · ledger
Hover a bar for the month's total. December is the whole ballgame — which is why the lapsed-December-donor list matters in July.
Active campaigns
The Bloomerang parity map · what it does, where it lives here, and what only we can add
| Bloomerang pillar | In this module | The advantage of owning it |
|---|---|---|
| Donor profiles & timeline | Donor pages | Gifts sit on the same timeline as a boy's seasons — Bloomerang can't see the program side |
| Engagement level & retention | Directory pills + Reports | Engagement counts program connection (parent, coach, alumni family), not just gift recency |
| Campaigns / appeals / funds | Campaigns & funds | Restricted funds roll up to real regions and real boys funded |
| Letters, receipts, statements | Comms & receipts | Every send logs on the donor's record — the rail already runs our recruitment email |
And the data is already ours: the donor ledger was rebuilt from real Pinwheel exports in July — including reconciling 2,889 registration add-on gifts so nothing is double-counted.
Donors · 1,284 gave this fiscal year · 6,396 all-time
Filter pills, not saved reports — LYBUNT (gave Last Year But Unfortunately Not This) and SYBUNT are one tap, always current. Engagement is computed nightly from recency, frequency, and program connection — the same nightly-computed-badge pattern as Early Bird and Aging Out, both live today.
Directory · sorted by "needs attention" — not alphabetical
| Donor | Engagement | Lifetime | Last gift | Connection | Receipt |
|---|---|---|---|---|---|
| Walt & Peggy Jennings Household · Charlotte |
Lapsed | $3,000 | $500 · Dec 2024 | Neighbors of a site | current |
| Kim Nakamura Person · Triangle |
New | $100 | $100 · Jul 2026 | Fall 5K appeal | owed 3d |
| Maria Delgado Person · Charlotte · monthly |
Hot | $4,180 | $50 · Jun 2026 | Son ran S22–S24 (alumni) | card failed |
| Robert Callahan Person · Charlotte · corporate match |
Hot | $14,750 | $2,500 · Dec 2025 | Grandson ran F19 · 5K sponsor | sent |
| Trellis Foundation Org · grantor |
Warm | $45,000 | $15,000 · Feb 2026 | Scholarship fund · report Aug 1 | sent |
| Sandra Okafor Person · St. Louis |
Warm | $1,350 | $250 · Apr 2026 | Coached 2021–2023 | sent |
| Beacon Community Church Org · Charlotte |
Warm | $6,200 | $1,200 · Mar 2026 | Hosts two teams (site) | sent |
| David Ross Person · Triad |
SYBUNT | $800 | $400 · Nov 2023 | Former board member | current |
| Alicia & Marcus Reyes Household · Charlotte |
Cool | $375 | $75 · Dec 2025 | Marcus coaches the Roadrunners | sent |
| Harborview Dental Org · sponsor prospect |
Cool | $500 | $500 · Apr 2026 | Spring 5K booth → follow up for Fall | sent |
What the pills mean
- Hot
- Gave in the last 6 months and 2+ gifts in 24 months, or active monthly
- Warm
- Gave in the last 12 months
- Cool
- Gave in the last 24 months, drifting
- Lapsed
- LYBUNT/SYBUNT — the win-back lists
- New
- First gift ever in the last 90 days — thank fast
Connection column · the moat
Bloomerang would show these ten names as ten cold records. The OS knows one coached, one hosts two teams, one's son aged out of the program, one's a board alum. The connection column is generated from the same tables the rest of the OS runs on — nobody types it twice.
Maria Delgado
os_changelog edit rail that powers every green edit in the OS.
Needs attention
Monthly card failed Jul 1. Her streak is 50 months — the OS holds the streak for 60 days while the card gets fixed, and she already emailed asking how. One click below sends the pre-filled card-update note and logs it.
Why she gives · born data
- Connection
- Diego ran three seasons at Sardis Creek (S22–S24), now aged out
- Started giving
- Sep 2022 — two weeks after Diego's first practice
- Prefers
- Email · hates phone calls (noted Oct 2024)
- Employer match
- Not on file — worth asking, she works at a bank
Giving by year · ledger
Giving rose after Diego aged out — she stayed for the mission. That's a planned-giving conversation, eventually.
Gifts · 54 total · every row links to its campaign and fund
| Date | Gift | Campaign | Fund | Receipt |
|---|---|---|---|---|
| Jun 1, 2026 | $50 monthly | — | General | auto |
| May 1, 2026 | $50 monthly | — | General | auto |
| Apr 12, 2026 | $150 | Spring 5K 2026 | General | Apr 13 |
| Dec 30, 2025 | $500 | Year-End 2025 | Scholarship | Dec 31 |
| Sep 14, 2022 | $25 | — | General | first gift |
Show all 54 gifts
Full ledger paged 20 at a time on the real page — nothing truncated silently.
One timeline — gifts, seasons, and touches together
- Jul 8, 2026
She emailed about the failed card — auto-filed here from the inbox.
- Dec 30, 2025
$500 year-end gift to the Scholarship fund. Handwritten thank-you sent Jan 3.
- Apr 2025
Volunteered at the Charlotte Spring 5K water station — brought Diego.
- May 2024
Diego's final 5K — Sardis Creek Roadrunners. Development flagged the family as "stay close."
- Sep 2022
First gift, $25, two weeks after Diego's first practice.
- Aug 2022
Diego joins the Sardis Creek team — the relationship starts here, not at the first gift.
Robert Callahan
Needs attention — unclaimed match
$2,500 corporate match unclaimed on the December gift. Callahan Logistics' portal deadline is Jul 31. In Bloomerang this lives in a custom field somebody remembers to check; here it's a queue item that escalates until claimed.
Ask strategy · born data
- Pattern
- $2,500 every December since 2023, matched
- Next ask
- $5,000 year-end, tied to the Roadrunners' season story
- Sponsorship
- Fall 5K renewal in his inbox reply — paperwork owed
- Household
- Spouse not on file
Giving history · ledger
| Date | Gift | Campaign | Receipt |
|---|---|---|---|
| Dec 2025 | $2,500 + match | Year-end | Dec 27 |
| Apr 2025 | $1,500 | 5K sponsorship | Apr 8 |
| Dec 2024 | $2,500 + match | Year-end | Dec 30 |
| Dec 2019 | $250 | First gift — grandson's season | — |
Stewardship timeline
- Jul 10, 2026
Emailed offering to renew the Fall 5K sponsorship — filed from the inbox, paperwork task created.
- Dec 2025
$2,500 year-end gift, match pending. Handwritten thank-you sent.
- Apr 2025
Attended the Charlotte 5K as sponsor — met the RD; wants his sponsorship tied to one team's story.
- Fall 2019
Grandson ran at Hidden Oaks — the season that started everything.
Walt & Peggy Jennings
Win-back play · why this page is in today's queue
Six consecutive Decembers, then silence. Donors with a 5+ year streak and a single missed year come back at roughly triple the rate of other lapsed donors — if someone reaches out before the next year-end cycle starts. It's July: this is exactly the right month.
What we know · born data
- Connection
- Live two doors from the Sardis Creek site — "we hear the cheering every fall" (2021 note)
- Why lapsed?
- Not on file — no bounce, no complaint. Probably just wasn't asked.
- Preferred
- Mail + email · Peggy writes the checks
Giving history · ledger
The shape tells the story: rising for six years, then a hard stop. That cliff is a prompt, not a verdict.
Timeline
- Jul 12, 2026
Surfaced in the win-back queue (19 months lapsed, streak ≥ 5 years).
- Dec 2024
$500 — sixth straight December. Thank-you sent Jan 2.
- Oct 2021
Walt stopped by the Sardis Creek practice to say hi — note from the coach relayed to development.
- Dec 2019
First gift, $250, unsolicited — they walked it into the office.
Campaigns & funds
Bloomerang's three-layer model, kept because it works: a fund is where money legally lives (restricted vs unrestricted), a campaign is the effort to fill it, an appeal is the specific ask that worked. Every gift carries all three.
F26 Scholarship Fund drive Active
- Fund
- Scholarship (restricted)
- Donors
- 203 · avg gift $203
- Means
- 118 boys funded so far — the meter measures boys, not just dollars
Fall 5K sponsorships Active
- Fund
- General (unrestricted)
- Sponsors
- 11 renewed · 4 prospects open
- Next
- Callahan renewal paperwork owed this week
Year-End 2026 Planned
- Fund
- General + Scholarship split ask
- Seeded by
- LYBUNT list (214) + December-giver streaks — built from Reports, not a spreadsheet export
Spring 5K 2026 Closed ✓
- Fund
- General (unrestricted)
- Note
- Closed campaigns freeze read-only — the S26-lock rule, applied to money
Funds · where the money legally lives
| Fund | Type | FY26 in | FY26 out | Notes |
|---|---|---|---|---|
| General | Unrestricted | $318,930 | — | Operations, program, supplies |
| Scholarship | Restricted | $78,450 | $52,300 | 118 boys funded FY26 · Trellis report due Aug 1 |
| Region-designated | Restricted | $15,000 | $9,800 | Donor-directed to a region; rolls up on region pages |
Restricted-fund tracking is the part of Bloomerang the accountant actually relies on — so it's first-class here, reconciled against the accounting log instead of a side spreadsheet.
Appeal performance · which asks actually work
| Appeal | Campaign | Sent | Gifts | Raised | $ / ask |
|---|---|---|---|---|---|
| Year-end letter (print) | Year-End 2025 | 1,820 | 241 | $48,900 | $26.87 |
| Alumni-parent email | Scholarship drive | 964 | 117 | $19,400 | $20.12 |
| Coach thank-a-thon texts | Scholarship drive | 310 | 54 | $6,150 | $19.84 |
| Social push (unattributed) | Spring 5K | — | 38 | $2,720 | n/a |
The alumni-parent list out-performs everything per ask — the OS built that list in one query (alumni families are already in the graph).
F26 Scholarship Fund drive
The meter that matters
Dollars ÷ real season cost = boys. The fund page and the FA engine agree because they read the same tables — no reconciliation meeting required.
By region · restricted dollars land somewhere real
On the real page each bar links to that region's roll-up — regions are already entities in the OS.
Recent gifts · ledger · each row also lives on its donor's page
| Date | Donor | Gift | Appeal | Receipt |
|---|---|---|---|---|
| Jul 11 | Beacon Community Church | $600 | Alumni-parent email | owed |
| Jul 9 | Kim Nakamura | $100 | Fall 5K appeal | owed 3d |
| Jul 2 | Maria Delgado | $100 | Alumni-parent email | Jul 2 |
| Jun 28 | Sandra Okafor | $250 | Coach thank-a-thon | Jun 29 |
| Feb 12 | Trellis Foundation | $15,000 | Grant | grant letter |
Grant reporting · the Trellis interim report, Aug 1
The report's numbers section generates from this page: dollars in, boys funded, region split, retention of funded boys vs. the org average. Development writes the narrative; the OS refuses to let the numbers drift from the ledger.
Comms & receipts
Every acknowledgment, receipt, and statement — sent through one rail, logged on the donor's record as a green interaction. Nothing goes out that the timeline doesn't remember.
Acknowledgment queue · oldest first · one click opens a pre-filled thank-you
- Kim Nakamura — $100, first gift ever (Jul 9) First-gift template · kim.nakamura@example.com 72h — late
- Beacon Community Church — $600 to Scholarship (Jul 11) Org thank-you + restricted-gift language edge of window
- 5 weekend gifts from the Fall 5K appeal ($25–$150) Batch-send with per-donor merge — never "Dear Friend" Due today
The queue drains into the daily digest too — same shared queue-scope as the RD action queue.
Templates · clickable anywhere an email appears
- TYGift thank-you (48h)merge: name, amount, campaign, team storymost used
- RCTax receipt (re-send)501(c)(3) language, auto-attached PDF
- WBLapsed win-backmerge: last gift year, what it funded
- CFMonthly card failedstreak-preserving language
- GRGrant report cover notenumbers auto-fill from the fund page
Try it: click maria.delgado@example.com — the compose modal picks the template.
Year-end statements
Every donor's January statement — one gift summary per household, generated from the ledger in one pass. FY25's run: 1,241 statements, 1,182 by email, 59 printed for donors with no address on file… flagged, not skipped.
Recent sends · the log the timeline is built from
| When | To | What | Logged on record |
|---|---|---|---|
| Jul 12, 9:02a | Maria Delgado | Card-fix email | ✓ green |
| Jul 11, 4:41p | Sandra Okafor | Thank-you ($250) | ✓ green |
| Jul 10, 11:15a | Robert Callahan | Sponsor renewal reply | ✓ green |
| Jul 9, 8:30a | 214 LYBUNT donors | Win-back batch (per-donor merge) | ✓ 214 records |
Reports
The four numbers a development director actually steers by — live, not exported. Every list below is a link to real filtered donors, not a PDF.
Retention, explained by cohort
Donors with a program connection (parent, coach, alumni family) retain at double the rate of cold first-year donors — the argument for building this on our own graph, in one chart.
Win-back lists · live filters, not saved reports
Donor pyramid · FY26
38 donors give more than half the dollars. Each of them deserves a named human and a plan — the queue enforces it.
Giving by region · FY26 · ledger
On the real page each bar links to the region's donor list — regions are already first-class entities in the OS.
What Bloomerang calls "Insights" · here it's just queries on tables we own
| Question | Answer source | Status |
|---|---|---|
| Which lapsed donors have a kid currently registered? | ledger × participant history (email join) | one query |
| Which coaches have never been asked to give? | coach history minus donor ledger | one query |
| Which donors' gifts were double-counted registration add-ons? | already reconciled in the live donors build — $85,342 protected | solved |
| Wealth screening / capacity scores | third-party data Bloomerang buys in | not planned — honest gap |