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In my organization, we consider a major gift to be anything $10K and above. We have some donors who give multiple gifts throughout a year, each less than $10K individually, bringing their total giving in one year to $10K or higher - the major donor level. (Including a couple of monthly donors who give $1,000/month.)

We report our revenue based on each individual gift; i.e. Each month/quarter/year we raise $X in Annual Giving and $Y in Major Gifts. I am now getting questioned by our Director of Development and Major Gifts Officer, who would like the <$10K gifts from these major donors re-classified into the Major Gifts category after the fact.

I am opposed to this for many back-end Salesforce automation reasons that we have spent many years configuring, but I am curious to hear if there are other organizations that have struggled with this question before too...

I have suggested that perhaps if we have a documented gift agreement from a donor in which they commit $10,000 we can document them collectively as one major gift, paid with a pledge schedule. However, our front line fundraisers are hesitant to request this of donors just for our back-end purposes. But without a commitment upfront, I can't foresee a system in which we re-categorize and re-report on revenue multiple times per year.

Any insights anyone has would be greatly appreciated! Thanks in advance!

In my organization, we consider a major gift to be anything $10K and above. We have some donors who give multiple gifts throughout a year, each less than $10K individually, bringing their total giving in one year to $10K or higher - the major donor level. (Including a couple of monthly donors who give $1,000/month.)

We report our revenue based on each individual gift; i.e. Each month/quarter/year we raise $X in Annual Giving and $Y in Major Gifts. I am now getting questioned by our Director of Development and Major Gifts Officer, who would like the <$10K gifts from these major donors re-classified into the Major Gifts category after the fact.

I am opposed to this for many back-end Salesforce automation reasons that we have spent many years configuring, but I am curious to hear if there are other organizations that have struggled with this question before too...

I have suggested that perhaps if we have a documented gift agreement from a donor in which they commit $10,000 we can document them collectively as one major gift, paid with a pledge schedule. However, our front line fundraisers are hesitant to request this of donors just for our back-end purposes. But without a commitment upfront, I can't foresee a system in which we re-categorize and re-report on revenue multiple times per year.

Any insights anyone has would be greatly appreciated! Thanks in advance!

Hey David! Thanks for your response! We already have that system in place to classify donors based on total giving in a year. What my team is asking is to go back and adjust each individual gift type from annual to major once a donor hits that $10K threshold in a given year. I think providing them with two separate report types will be the correct course of action in the end.

In my organization, we consider a major gift to be anything $10K and above. We have some donors who give multiple gifts throughout a year, each less than $10K individually, bringing their total giving in one year to $10K or higher - the major donor level. (Including a couple of monthly donors who give $1,000/month.)

We report our revenue based on each individual gift; i.e. Each month/quarter/year we raise $X in Annual Giving and $Y in Major Gifts. I am now getting questioned by our Director of Development and Major Gifts Officer, who would like the <$10K gifts from these major donors re-classified into the Major Gifts category after the fact.

I am opposed to this for many back-end Salesforce automation reasons that we have spent many years configuring, but I am curious to hear if there are other organizations that have struggled with this question before too...

I have suggested that perhaps if we have a documented gift agreement from a donor in which they commit $10,000 we can document them collectively as one major gift, paid with a pledge schedule. However, our front line fundraisers are hesitant to request this of donors just for our back-end purposes. But without a commitment upfront, I can't foresee a system in which we re-categorize and re-report on revenue multiple times per year.

Any insights anyone has would be greatly appreciated! Thanks in advance!

Hey David! Thanks for your response! We already have that system in place to classify donors based on total giving in a year. What my team is asking is to go back and adjust each individual gift type from annual to major once a donor hits that $10K threshold in a given year. I think providing them with two separate report types will be the correct course of action in the end.

In my organization, we consider a major gift to be anything $10K and above. We have some donors who give multiple gifts throughout a year, each less than $10K individually, bringing their total giving in one year to $10K or higher - the major donor level. (Including a couple of monthly donors who give $1,000/month.)

We report our revenue based on each individual gift; i.e. Each month/quarter/year we raise $X in Annual Giving and $Y in Major Gifts. I am now getting questioned by our Director of Development and Major Gifts Officer, who would like the <$10K gifts from these major donors re-classified into the Major Gifts category after the fact.

I am opposed to this for many back-end Salesforce automation reasons that we have spent many years configuring, but I am curious to hear if there are other organizations that have struggled with this question before too...

I have suggested that perhaps if we have a documented gift agreement from a donor in which they commit $10,000 we can document them collectively as one major gift, paid with a pledge schedule. However, our front line fundraisers are hesitant to request this of donors just for our back-end purposes. But without a commitment upfront, I can't foresee a system in which we re-categorize and re-report on revenue multiple times per year.

Any insights anyone has would be greatly appreciated! Thanks in advance!

Hey David! Thanks for your response! We already have that system in place to classify donors based on total giving in a year. What my team is asking is to go back and adjust each individual gift type from annual to major once a donor hits that $10K threshold in a given year. I think providing them with two separate report types will be the correct course of action in the end.

In my organization, we consider a major gift to be anything $10K and above. We have some donors who give multiple gifts throughout a year, each less than $10K individually, bringing their total giving in one year to $10K or higher - the major donor level. (Including a couple of monthly donors who give $1,000/month.)

We report our revenue based on each individual gift; i.e. Each month/quarter/year we raise $X in Annual Giving and $Y in Major Gifts. I am now getting questioned by our Director of Development and Major Gifts Officer, who would like the <$10K gifts from these major donors re-classified into the Major Gifts category after the fact.

I am opposed to this for many back-end Salesforce automation reasons that we have spent many years configuring, but I am curious to hear if there are other organizations that have struggled with this question before too...

I have suggested that perhaps if we have a documented gift agreement from a donor in which they commit $10,000 we can document them collectively as one major gift, paid with a pledge schedule. However, our front line fundraisers are hesitant to request this of donors just for our back-end purposes. But without a commitment upfront, I can't foresee a system in which we re-categorize and re-report on revenue multiple times per year.

Any insights anyone has would be greatly appreciated! Thanks in advance!

Hey David! Thanks for your response! We already have that system in place to classify donors based on total giving in a year. What my team is asking is to go back and adjust each individual gift type from annual to major once a donor hits that $10K threshold in a given year. I think providing them with two separate report types will be the correct course of action in the end.

In my organization, we consider a major gift to be anything $10K and above. We have some donors who give multiple gifts throughout a year, each less than $10K individually, bringing their total giving in one year to $10K or higher - the major donor level. (Including a couple of monthly donors who give $1,000/month.)

We report our revenue based on each individual gift; i.e. Each month/quarter/year we raise $X in Annual Giving and $Y in Major Gifts. I am now getting questioned by our Director of Development and Major Gifts Officer, who would like the <$10K gifts from these major donors re-classified into the Major Gifts category after the fact.

I am opposed to this for many back-end Salesforce automation reasons that we have spent many years configuring, but I am curious to hear if there are other organizations that have struggled with this question before too...

I have suggested that perhaps if we have a documented gift agreement from a donor in which they commit $10,000 we can document them collectively as one major gift, paid with a pledge schedule. However, our front line fundraisers are hesitant to request this of donors just for our back-end purposes. But without a commitment upfront, I can't foresee a system in which we re-categorize and re-report on revenue multiple times per year.

Any insights anyone has would be greatly appreciated! Thanks in advance!