Campaign Gift Chart and calculator showing gift ranges and campaign planning percentages.

Build Your Campaign Gift Chart

Enter four campaign data points below to explore the gifts and prospects your campaign goal may require. Your results will update automatically once all four fields are complete. Want to take your results with you? Once you enter information into the four boxes, you will also be able to download a free two-page summary of your campaign assumptions, gift chart, major gift analysis, charts and considerations for what to explore next.

What does the prospect-to-gift ratio mean?
The ratio estimates how many qualified prospects you may need to secure one gift. A 3:1 ratio means planning for three prospects for every gift needed; 5:1 uses a more conservative assumption of five prospects per gift.
Complete all four fields to build your Campaign Gift Chart.

Add Your Organization's Context

The initial chart uses standard campaign-planning assumptions. Answer the questions below to reflect what you know about your organization. Your gift chart will update as you make your selections.

1. What role can annual giving play?

Can your annual program support 20% of this campaign goal while protecting your existing annual giving?

20% starting requirement
Your response
If 20% is not reasonable, select the Annual / Leadership share you want to test
Annual / Leadership Requirement
Transformational / Principal / Major Requirement
Average additional campaign contribution per donor

If you are unsure, review giving history, previous special-project gifts, recent increases, donor consistency, and evidence of stretch capacity.

Change in additional campaign contribution per donor based on your response

2. Do you have sufficient major gift depth?

Based on this gift structure, can you identify enough qualified major gift prospects?

Qualified Major Gift Prospects Required
Suggested Major Gifts Required
Your response
If No: Can you realistically increase your qualified major gift prospect pool to the required level?

Your Campaign Snapshot

Campaign Goal

Transformational / Principal / Major Requirement

Annual / Leadership Requirement

Suggested Major Gifts Required

Qualified Major Gift Prospects Required

Your Campaign Gift Chart

Giving Level % of Goal Dollar Amount # Gifts Needed # Qualified Prospects Avg Gift per Level
Total 100% —

Major Gift Details from Your Information

Transformational Gift

Suggested Major Gifts Required

Qualified Major Gift Prospects Required

Average Additional Campaign Contribution per Donor

What the Numbers Look Like

Dollars Raised by Giving Tier

Major Gifts Needed

Transformational / Principal / Major vs. Annual / Leadership Campaign Revenue

What to Focus on Next

Your answers identify where stronger evidence or additional information may be useful before you continue. Your downloadable report reflects your responses and highlights what to focus on next.

The gift chart is a planning approximation. It does not replace a feasibility study or determine whether you should launch.

Start where you are.

Every organization starts from a different place. AdvanceU meets you there. You can use our free tools to explore the questions yourself, bring the right people together through a facilitated in-service, or work with us more deeply to research, build and implement what comes next.

Important Note: This tool is provided for general educational purposes only and does not constitute a formal assessment, guarantee of campaign success, or professional fundraising advice. Every organization is unique, and we encourage you to seek customized counsel before launching a major initiative. We hope this helps you build momentum and make informed decisions, whether or not you choose to work with us.