KPIFundraising & Income

Major Donor Conversion Rate

Percentage of mid-level donors identified as prospects who are successfully cultivated into major donors

What is Major Donor Conversion Rate?

Major donor conversion rate is the percentage of mid-level donor prospects who become major donors. It shows how well a charity moves people up its giving pathway.

Major donors give a large share of voluntary income, so growing the number of them is a key fundraising goal.

How this KPI is measured

Function
Fundraising & Income
Sub-function
Donor Development
Industry
Not-for-Profit / Charity
Type
Lagging
Impact
Revenue
Unit
%
Measurement frequency
Annual
Formula
(Mid-level donors converted to major donor status / Total mid-level prospects identified) × 100

How to calculate it

Divide mid-level donors converted to major donor status by total mid-level prospects identified, and multiply by 100.

For example, if 15 of 200 mid-level prospects became major donors, the rate is 7.5%.

Define major donor by gift size, set a window for conversion, and follow prospects over enough time, since major gifts often take a while to develop.

Where it is used

  • Managing the giving pathway

    See how many move up.

  • Prioritising relationship building

    Focus on likely prospects.

  • Forecasting major gifts

    Estimate income.

How to improve it

Tips and common mistakes

  • Major gifts take time. Use a long-term view.
  • Follow ethical and data rules on wealth screening.
  • Good stewardship leads to repeat gifts.

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