Episode 139

full
Published on:

5th May 2026

Rethinking Major Gifts Metrics in 2026

Bad metrics ruin good fundraisers.

Slowly. Quietly. Cycle after cycle.

And almost nobody on the team is allowed to say it out loud.

In this week's episode of The Intentional Fundraiser, I'm sharing why the metrics most major gift programs lean on, raw visit counts, dollars to goal, dials made, often miss the actual work.

I'm walking through:

→ The hidden cost of using lagging indicators to coach behavior

→ Five leading indicators worth tracking instead

→ Why AI inside your CRM should help you ask better questions, not deliver verdicts

→ How to turn the next quarterly board report into a coaching opportunity for leadership

Here's the question I want to leave you with:

If your scoreboard disappeared tomorrow, what would your gift officers actually do differently?

If the answer is "not much," your metrics may not be doing the work you think they are.

Listen to this episode, then send it to one development director or board member who could use a different conversation about reporting this quarter.

More from Tammy Zonker

Author of Calling All Heroes

Founder of Fundraising Transformed

President of Modern Institute for Charitable Giving

Learn more about the Excellence in Major Gift Fundraising Seminar

Subscribe to Tammy Zonker's Scaling Major Gifts newsletter

Connect with Tammy Zonker on LinkedIn

Guest: Name, Title, Company

Resources: Show notes, links, and resources mentioned in this episode.

Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.

Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for The Intentional Fundraiser Podcast

About the Podcast

The Intentional Fundraiser Podcast
Welcome to The Intentional Fundraiser Podcast. I'm your host, Tammy Zonker, and I'm thrilled you're here.

I've spent nearly three decades specializing in major gifts. I’ve seen how major gifts often form the backbone of an organization’s financial stability, and yet, I know many of us find this area particularly challenging. Time and again, I’ve been approached by fundraisers and nonprofit leaders eager to establish or supercharge their major gift programs. It’s become crystal clear that there’s a growing hunger for training and expertise in this area.

I’ve had the incredible privilege of working with nonprofits from all around the world helping organizations collectively raise nearly one billion dollars. During this time, I’ve developed strategies and tools that have consistently helped organizations transition their mid-level donors into major donors through meaningful engagement. It’s a process that, when done consistently, can truly catapult an organization’s major gift fundraising to the next level.

Whether you’re a seasoned major gift officer looking to refine your approach, a development director aiming to build a powerhouse program, an executive director looking to scale your organization’s capacity for transformational giving, or a board member seeking to understand the transformative potential of major gifts, The Intentional Fundraiser podcast is your source for growth and excellence in major gift fundraising.

So, buckle up! We're about to embark on a journey to take your major gift program to the next level – and beyond. Let's get intentional about major gift fundraising!

Keep transforming,
Tammy Zonker
Major Gift Expert & Keynote Speaker
Fundraising Transformed

#ScaleRaiseDo

About your host

Profile picture for Tammy Zonker

Tammy Zonker

Hey, There! I’m Tammy Zonker.

I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast.

I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certified AFP Master Trainer and international speaker.

I’ve Led and trained thousands of nonprofit social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M.

I have served as adjunct faculty at Indiana University and technical editor for Wiley Publishing’s “Fundraising for Dummies” third edition.

I currently serve as Dean at the Institute for Charitable Giving, a member of the AFP International Conference Education Committee, a member of the Nonprofit Quarterly’s Editorial Advisory Board, a contributing writer to NonProfit PRO, and an advisor at Capital Campaign Pro.

I would love to learn more about the amazing work you do and explore how we can work together to take your fundraising to the next, next level.