A scan of the past three months of donor activity — 88 logged updates across 44 active accounts — surfaces ten relationships where the next move matters most, ranked by financial importance and how urgently they need a response. Several are stalled on an open question or unlogged outcome, not a lost deal.
Reply to Chris's open volunteer-scheduling question, reallocate the declined SMIF piece toward Finance Park, and finalize the invoice.
Close out the student-signed thank-you note and schedule the follow-up conversation Matt offered — the largest gift on the board.
Confirm today's proposed meeting time with Janice Lopez before the window she offered closes.
Get finance to answer the pass-through accounting question so invoicing across Miami, Tampa and Orlando can close.
Track payment on both resubmitted invoices — $30K each, corrected at the payee's request.
Confirm the outstanding annual budget and final grant report were sent — an incomplete file can stall renewal.
Log the outcome of the Aug 12 meeting with their Community Relations Manager and follow up.
Reconnect with JA USA's national office before the nomination's momentum fades.
Collect the overdue Golf invoice and follow up on the new Stock Market Challenge pitch.
Follow up with the new contact, Janet Martinez, before the relationship goes cold after the rep handoff.