Read Between the Dollars: 3 Gifts to WatchFundraisers love numbers – but we don’t always slow down to read them. When I look at donor giving histories, I’m not just tallying lifetime value or calculating retention. I’m looking for inflection points. Clues. Moments that tell me a donor is thinking differently about their relationship with the organization. You can spot those moments – if you know what to look for. In my last blog post, I revealed my strategy for connecting annual giving to major and planned giving for board members. Through this process of telling the long version of donors’ origin stories, I saw patterns that repeated. I kept seeing similar types of gifts that signaled the donor had deepened in their connection to the organization’s mission. Once you know them, you’ll be able to spot these in the gift histories of your current major donors. After a while, you’ll be able to see these gifts when they happen and optimize your systems to steward these donors to the next level! Here are three gift types I always flag in donor bios: 1. The “Kick the Tires” Gift This is the donor’s very first gift. It’s usually modest – $25, $50, maybe $100. But don’t let the size fool you. This gift is a test. They’re watching how your organization responds. Do you acknowledge quickly? Do you give thanks personally? Do you make it easy to give again? Do they feel seen? Most board members don’t realize that your largest donors often start right here. Not with a gala. Not with a campaign. But with a small, quiet gift and a lot of curiosity. Track this gift like it matters – because it does. By reframing first time gifts as “kick the tires” gifts, organizations leverage their systems to make sure every new donor has an exceptional experience and feels appreciated. Ask yourself: Do you have any special communication or benefits that help first-time donors feel recognized? How I can I use email, phone, volunteer/board outreach, and mail to have this donor feel the love and their impact? 2. The “Hand-Raising” Gift You’ve got a donor who’s given $100 a year for a decade. Then suddenly – boom – a $1,000 check shows up. That’s not random. That’s intentional. The exact numbers matter less than the jump. A $25 dollar donor jumps to $500. A $1,000 donor jumps to $5,000. All of these are donors signaling interest. They’re re-evaluating what your work means to them. And they’re inviting you to respond. When you see this kind of jump, drop everything and make a call. Not to ask for more – but to listen. What changed? What are they excited about? Who or what inspired the new level of giving? This is your chance to deepen the relationship before they drift away. Ask yourself: Do I have a notification system that will let me know when “hand-raising” gifts happens? What’s my process when I learn about them? 3. The “Breakthrough” Gift Here’s where it gets exciting. You see a donor move into five- or six-figure territory, or they’ve set up a multi-year pledge. Maybe they’ve reached out about leaving a bequest. This donor is no longer an annual donor – they are in the pipeline. Yes, these bumps happen with personal visits and cultivation, but sometimes the donor decides to make the leap. When I see this move, I bring them into a different lane. Personal stewardship. Custom impact reports. Invitations to help shape the vision, not just fund it. Because at this level, they’re not just giving – they’re investing. This is where cultivation becomes partnership. Ask yourself: How can I make sure I don’t miss any of these breakthrough gifts? What’s my plan to meet this donor and find out what their philanthropic goals are for the long-term? In conclusion… Make sure these three moments show up in your reports. More than data points, these three gift types represent real shifts in mindset. Catching them early and responding with intention is how you build a stronger, smarter pipeline. Because fundraising isn’t just about chasing dollars. It’s about listening to the story those dollars are trying to tell you. Cheers! P.S. Like this kind of insight? Subscribe to Real Deal Fundraising and get my best articles, tools, and curated resources every week – including webinars, videos, and free downloads. If you liked this…
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Jessica Cloud, CFREI've been called the Tasmanian Devil of fundraising and I'm here to talk shop with you. Archives
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