New Major Gift Program Timetable

The other fundraising programs are not doing too well. Finance is going nuts, wondering how the bills will be paid. The executive director has a brilliant solution: launch a major gift program, and sit back and watch the money pour in.

Jeff and I have encountered this scenario more times than we can count. The players in this drama might be different, but the proposed solution to a financial crisis is not. Major gifts will come in and save the day.

While there is some truth to the saving the day bit —major gifts can indeed save the day — the problem is that most folks have an unrealistic expectation about how long that will take, which is why I wanted to set the record straight on this point and take the pressure off of development directors and major gift officers.

It is true that many forms of direct marketing fundraising and events have instant results. You place the TV spot or program, you run a flight of radio spots, you put an engaging ask/offer online, you run a direct mail campaign or you organize an event and “boom” the results come in. It’s pretty quick turnaround time.

But the further you go up the donor pyramid, the more personal the fundraising media gets and the longer it takes to get a mutually satisfying result. I say “mutually satisfying” because it is true that anyone in your organization can go out tomorrow and personally ask a donor for a gift and find success in getting some of those donors to respond affirmatively. The problem is that the donor, in this case, may feel accosted, ganged up on and used. And you will have mortgaged the future giving of this donor by grabbing the money now.

We have repeatedly said that major gifts is about fulfilling donor passions and interests. And it takes time to find out what those passions and interests are and then match them to an organizational/societal need. Much like any personal relationship you might have, you don’t meet the person day one and make a life commitment the next day. It just does not happen.

So when there is a situation where an organization wants to either start a major gift program or onboard a new MGO, we tell management that it will take eight to 10 months for that MGO to be fully functional. Here’s why.

1. Hiring the MGO

You might be able to do this faster, but from the time a manager decides to hire a MGO to the time the person actually lands in your organization can take up to three months, sometimes more. There are some pretty tedious and time-sucking steps here.

You have to decide what to pay and get buy-in on that — write a job description, conduct a search, vet and interview, and then finally hire and place the MGO.

2. Creating the Caseload Pool

This step can be done while the search is going on, so I am not going to count it as a part of the launch timetable. But someone in the organization needs to select the group of donors who meet a major gift metric and from which the MGO will qualify his or her caseload.

This needs to be done right, or a lot of time will be wasted. I have seen this caseload pool step take up to 60 days as the insiders argue and debate whether this group of donors or that group of donors should be considered for major gift cultivation.

3. Program Familiarity

You can’t just hire a MGO and toss them into the fray. They must get familiar with the program in order to work effectively with donors. We recommend a full two-week familiarization process (it could be a week), where the MGO visits program and talks to program people to become fully immersed in what the organization does. You cannot skip this step.

4. Qualifying the Caseload

If you’ve been following our blog for any time, you know that not every donor who meets the major gift metric will actually want to relate to a MGO. The MGO has to go through the caseload pool (above) and put every donor in that pool through a qualifying process to populate his caseload. We have seen this process run at a pace of qualifying donors at a rate of five to 10 times per week — sometimes less, sometimes more.

Yes, it may take that long. So if you do the math and the goal is to have 150 qualified donors, just this step alone could take anywhere from 15 to 30 weeks. While it is true that the MGO can be cultivating and soliciting donors while he or she qualifies the remaining caseload, he or she will not be fully functional until he or she is done qualifying.

5. Building Relationships

And then, finally, there is the building relationships part, which has a life of itself depending on the pace that the donor allows.

You can see that getting a MGO up and running is no small task. And it takes time. Taking all of these steps into account, it could take anywhere from eight to 12 months to get a MGO fully functional. We usually say eight to 10 months, as long as you tell finance and other management folks that it might stretch beyond that.

Be sure you set the proper expectations on timing, right at the beginning, because if you don’t, you and your MGO will be under a lot of pressure to perform; which in turn will force you to abuse and misuse donors. This is never a good idea. And remember, a good trusting relationship with your donor happens on the donor’s timetable not yours.