Million Dollars, Thank You Card

Reading Time: 4 minutes

Ever wonder how some fundraisers get credited for million-dollar gifts promised with a cocktail napkin scribble, while others are forced to run a gantlet just to get acknowledged for landing a bequest? Or why some fundraisers simply get a pat on the back, while others get hailed as heroes? This article dives into the wild, wacky, and often inconsistent world of fundraiser recognition and compensation. From Ivy League endowments to “olive-stained” pledges, we’re unpacking how organizations credit planned gifts—and whether fundraisers should ever (gasp!) be paid on commission. It’s a mix of ethics, creativity, and eyebrow-raising anecdotes that might just make you question everything you thought you knew about philanthropy. Grab a coffee (or a cocktail napkin) and dive in.

How Do Organizations Really Count Gifts?

At Plannedgiving.com and Majorgifts.com our inbox is a mixed bag: some emails are as thrilling as checking a grocery list; others make us wonder if kindness is on backorder; and still others kick off marathon coffee-fueled debates that’d put world peace negotiations to shame. Then, every so often, we stumble on a real gem—an email so intriguing that we can’t help but dive in headfirst, no helmet and definitely no second thoughts.

Like this one:

“How do you measure a fundraiser’s success when it comes to planned gifts? A $10M check is easy—boom, it’s in the bank. But a $10M gift in a will? How do you count that? How do you reward the fundraiser? And what happens if it never shows up?”

These are fair questions, and they unravel the moment you tug on the loose thread. Planned gifts are essentially long-distance promises that might not materialize for decades. Some fade away entirely, never making it to the bank. Meanwhile, the fundraiser who made it happen is left wondering if they’ll ever get more than a polite “Good job” and a half-hearted handshake from the nonprofit board’s president. 

This curiosity cracked open a door onto the strange, shifting world of fundraiser crediting. Some organizations stick with strict, data-driven metrics, while others—believe it or not—credit a conversation scribbled on a cocktail napkin (we wish we were kidding). In a field supposedly defined by ethics and genuine human connection, how we measure “success” can get weird. Really weird.

The Tussle Between Ethics and Reality

In theory, fundraising is about people and relationships, not commissions or quotas. In reality? It’s about as transparent as a smudged window. Some organizations only reward fundraisers after gifts are fully realized—fair enough. Others cut corners, giving partial credit for vague promises or scaling credit based on the donor’s age (because, apparently, the older the donor, the closer to “the real deal”?).

Consistency? Let’s just say that in the nonprofit galaxy, each planet has its own gravity. Fundraisers doing the same work—building trust, nurturing relationships, guiding donors—might find their efforts valued wildly differently depending on who signs their paycheck.

The Planned Gift Puzzle

Planned gifts add another layer of complexity. A will might promise a multi-million dollar donation, but should the fundraiser count that right away? Some organizations say, “Sure, if the donor is over 75 and provides ironclad documentation.” Others treat a heartfelt promise on the back of a coffee-stained receipt like it’s money in the bank. And then there are those that refuse to acknowledge anything until the gift is actually realized, no matter how sincere the donor’s pledge might have been.

Picture a dedicated fundraiser who spends years nurturing a relationship: calling on birthdays, sending handwritten notes, visiting when times are tough. After all that human effort, if the gift isn’t instantaneous, the acknowledgment might be minimal. It’s a bit like finally finishing a marathon and hearing, “Good job, we’ll tell you your time… maybe in a decade or two.”

Different Worlds, Same Uncertainty

At well-established universities and big institutions, the rules are often strict and money talks loudly. If the funds aren’t physically there, it’s a no-go for credit. Smaller organizations or those under pressure to meet ambitious campaign goals can be more, let’s say, flexible. They might do figurative cartwheels for a promise scrawled on a napkin—because when you’re struggling to make ends meet, even the scent of future cash can feel comforting.

One hospital confided: “If our board chair scribbles a $1M pledge on the back of a dog-eared menu, we’ll celebrate like it’s New Year’s Eve. Some unknown prospect makes a similar promise? Eh, maybe we’ll file it under ‘Nice Thought’ and move on.”

Rethinking Rewards

Then there’s that awkward elephant in the room: Should we offer bonuses to fundraisers landing massive planned gifts? Suggesting anything that sounds like “commission” can ignite heated debate. But could a tiny, ethically acceptable incentive encourage these frontline relationship-builders, giving them more than just a pat on the back?

On the other hand, would rewarding big planned gifts overshadow the importance of smaller, more immediate contributions, or put undue pressure on donors and fundraisers alike? The nonprofit world is all about balance—finding that sweet spot between fair recognition and not accidentally turning generosity into a high-stakes hustle.

The Need for Clearer Guidelines

These strange, shifting norms highlight a bigger gap. Fundraisers are the connectors—the people who guide generous souls toward making the world a better place. They deserve clear, fair, and consistent standards for how their efforts are recognized. They deserve something more human than “Just wait a few decades and see.”

And if all else fails, maybe we really should embrace the cocktail napkin method. After all, nothing says “I value your future generosity” like awkwardly scrawled promises, a wink, and maybe a half-eaten olive for good measure.

In the end, let’s remember that behind every gift, every donor, and every fundraiser is a human being—someone who has invested trust, time, and heart into making the world a better place. They deserve standards that truly honor their contributions, not just a formal acknowledgment. They deserve genuine, heartfelt recognition. And yes, it should be more than just a “Thank You” card.

Perhaps You Could Have Chosen a Better Headline

We had a blast writing this article, but the hardest part? Picking a title. After some spirited debate here were all the contenders. What’s your favorite?

  • What’s in a Gift? The Wild, Wacky World of Crediting Fundraisers
  • The Fundraiser’s Dilemma: Who Gets the Credit and Who Gets the Pat on the Back?
  • From Cocktail Napkins to Millions: The Strange Art of Crediting Fundraisers
  • Show Me the Credit! The Curious World of Fundraiser Recognition
  • Pat on the Back or Paycheck? The Wild Ride of Fundraiser Rewards
  • Million-Dollar Gifts, Zero-Dollar Bonuses: Fundraising’s Great Mystery
  • Big Gifts, Tiny Bonuses: The Fundraiser’s Paradox
  • Million Dollar Gifts, Thank You Card Bonuses
  • Commissioned Donations

We value your insights! What stood out to you in this article? Join or start a conversation below.

3 Comments

  • This article perfectly captures the humor, frustration, and ethical challenges that come with crediting fundraisers for planned gifts. The anecdotes had me laughing (cocktail napkins and olives, really?), but the underlying message is clear: we need better standards and fairer recognition for fundraisers who work tirelessly to bridge donor intent with impactful giving. Maybe it’s time for the industry to get creative—not just in how gifts are counted, but in how we acknowledge the people making them happen. Cheers to the unsung heroes of philanthropy—and their next million-dollar napkin!

  • In my experience, the smart way to handle this is:

    – If the fundraiser’s only job is planned giving, then you set a goal for the total amount of pledged gifts and 100% of the pledged gifts count towards the goal

    – If the fundraiser is a major gift officer who occasionally also solicits (or receives without soliciting) planned gifts, then you discount the pledge by a certain amount to arrive at a credit. For example, you may say that all planned gifts are discounted by 60% and the remainder is credited to the fundraiser’s total (thus, a $1 million planned gift pledge becomes a $600k credit for the MGO). Some organizations arrive at this discount amount by looking at the actual gift fulfillment rate for planned gifts at their organization, others simply choose a number.

    Either way, your team should celebrate staff members who bring in planned gift pledges!

  • Thank you for sharing this article! As a fundraiser, the article raised many issues regarding the appropriate credit for deferred gifts, valuation of the deferred gift, as well as the sore issue of compensation. The appropriate credit (e.g., 100%) for a fundraiser’s effort is usually determined by the time and effort (e.g., the solicitation and closing) to secure a deferred gift. Also, for those organizations that follow CASE reporting standards, valuation of the deferred gift is easily determined. The issue of compensation is the elephant in the room. Most fundraisers and organizations that follow the AFP ethical rules understand and expect fair and equitable compensation. However, compensation based on a percentage of funds raised violates the AFP Code of Ethical Conduct. Despite state and local equal pay laws, the real change in fair and equitable compensation will probably come when more planned giving officers are promoted into senior advancement positions with hiring authority.

Leave a Reply

Your email address will not be published. Required fields are marked *

Colored open hand illustration

Seeking Visionary Voices!

Do you have:

  • A unique insight or bold idea?
  • A story of success—or valuable lessons from failure?
  • Expert advice that could guide your peers?

Join other forward-thinkers in shaping the future of philanthropy. Contribute today and let your voice be heard.

Related Posts

How blockchain and crypto can make philanthropy more efficient

The Future of Multiplicative Giving: How AI, Data, and Collective Philanthropy Will Reshape Impact

Philanthropy is shifting from isolated donations to multiplicative giving, where every dollar generates exponential impact. AI-driven philanthropy enhances decision-making, big data enables real-time impact tracking, and blockchain ensures radical transparency. Donor collaboratives further amplify change by pooling resources for systemic solutions. As technology transforms giving, the future belongs to those who embrace data-driven, strategic philanthropy. Are you ready to maximize your impact?

Read More »
Illustration of fundraiser with "jargon nonprofit speak" confuses couple

Say What? Stop Using These Words!

Nonprofit jargon is a surefire way to lose donors. Too often, fundraisers either get lost in technical language or lean on overused buzzwords that mean little to the average supporter. Phrases like “making a difference” or “impactful” are vague and uninspiring—donors want specifics. Instead of empty jargon, use clear, engaging language that shows exactly how their gift helps. The right words can transform your appeals, strengthen connections, and ultimately drive more meaningful support for your mission.

Read More »
Illustartion of couple doing an acrobatic maneuver where trust is involved in the transaction

The Heroic Donation Audience in Primal Fundraising: I Need a Hero!

Fundraising isn’t about transactions—it’s about relationships, and the most transformational gifts emerge from an ancient instinct: friendship reciprocity. Donors don’t just give; they form alliances with organizations that reflect their values, understand them personally, and offer a trusted community. Successful fundraisers aren’t salespeople; they’re relationship-builders with high emotional intelligence and an intuitive grasp of donor motivations. Charities that act as steadfast allies—showing up in moments of need and fostering deep connections—unlock heroic giving. In that moment, the donor isn’t just giving; they’re making a statement about their legacy and trust.

Read More »
An image of black coffee in a red mug, sitting on a napkin that has "Wake up! Make things happen." written on it, to illustrate a blog post about nonprofits facing a $65 Billion giving decline.

A $65 Billion Wake-Up Call for Nonprofits: Why Donors Are Pulling Back

Nonprofit giving has declined by $65 billion since 2021, a staggering number influenced by multiple factors. Economic challenges like inflation and market volatility contribute, but there’s also a deeper crisis of confidence among major donors. Some feel that nonprofits, especially in higher education, no longer align with their values, leading to hesitation in giving. Additionally, the rise of presentism—judging historical figures by today’s standards—has led institutions to remove donor names from buildings, further eroding trust.

Read More »