I call it the Zen of major gift fundraising.  It’s the tension between the holding on and the letting go of donors on your caseload.
Here is what I mean.  We have many clients who, at this time of year, are evaluating their caseloads.  Some are contemplating removing donors who have not been performing or communicating with the major gift officer and replacing them with new qualified donors.  Other MGOs are making decisions to let go of donors because the major gift program is expanding and they need to give some of their donors to a new MGO.
Richard and I, along with our Veritus colleagues, find that this is a helpful way to discern whether we’re really working with great MGOs or not.
You see, great MGOs understand that the donors on their caseload are really NOT theirs.  They get the fact that, in order to grow the major gift program, they, at times, will have to “sacrifice” some of the donors they have been cultivating, and “give” them away to another MGO who is building his or her caseload.
Great MGOs also know that they need to be cultivating donors who really desire to have a meaningful, more personal relationship with the organization and not have a false sense of hope that one day that donor who hasn’t been engaged in the last couple of years will all of a sudden give a large gift.  So, they are able to let them go.
Additionally, we have found that the great MGOs work to create a seamless and smooth transition for their colleague and the donor.  When we see this happen it’s a thing of beauty, especially when an MGO actually leaves the organization for another position.  The MGO knows NEVER to take “her donors” with her, nor bad mouth the organization she is leaving, but to always “lift up” the one who comes after her in the eyes of the donor.
Unfortunately, too often we see the opposite.  When it’s time to discuss either moving donors off the caseload or moving them over to another caseload to someone else, these are the kinds of things we hear:
“I can’t give up that donor. He is so special to me.  I need him on my caseload.”  Or we hear this, “This donor absolutely LOVES me.  If I don’t get to keep that donor she will walk away.”  Really?  Sometimes, we even hear this, “You know, I can’t give her up. I know she doesn’t have capacity, but she is such a sweet person.  She really needs me to visit her.”
There are many more objections we hear as well.  I could go on and on.
Richard and I will tell you that in every case we have handled where an MGO thinks he cannot move a particular donor off or over to another caseload, nothing bad happens.  That is unless, of course, that MGO makes a serious ethical error, such as bad mouthing the organization to a donor or “taking” a donor with him when he leaves.
Terribly, this happens quite frequently.  Doing this honors no one.  It doesn’t honor the organization (no matter how you feel about it), it doesn’t honor the donor and it doesn’t honor you.
As an MGO, how do you guard yourself from “holding on” to “your” donors too tightly?

1. Remember they are NOT your donors — They are the organization’s donors.  You don’t own them.  No one does.
2. When you give up donors you understand it allows for new possibilities — It’s like pruning a fruit tree.  It may hurt a little at first, but the outcome will be much greater.
3. Keep yourself humble — One of the wonderful traits Richard and I see in great MGOs is humility.  They have confidence in their own abilities and know their strengths, yet they are not so self-absorbed that they think a donor can’t live without them.  In other words, they are emotionally healthy people.  They aren’t needy.  If you are going to be a great MGO this is absolutely essential.
4. You think of others — As an MGO you need to be constantly thinking about what is best for the donors on your caseload, the organization and for your colleagues.
5. Understand that YOU are “not all that.” — This is related to keeping yourself humble, but it’s also really about knowing who you are and accepting that no one is so important that the world cannot go on without you.  It does and it will.

I understand that there usually is a lot of anxiety around transitions and letting go of donors.  There is also a lot of fear about what is going to happen if we let go of a donor to another MGO or if an MGO leaves.  But in reality, it all works out.  The donors end up embracing that new MGO, MGOs find they are more productive, and it all actually ends up being just fine.
Remember this.  In the end, all shall be well.
Jeff