Over the past several years, the fundraising landscape has evolved dramatically. Teams are navigating new initiatives, shifting donor expectations, hybrid work environments, and increasing pressure to deliver results. Amid all this change, one theme continues to surface in my conversations with clients: competition among fundraisers.
It often starts subtly: a sense of ownership over certain donors, hesitation to share information, or anxiety about who gets credit for a gift. But left unaddressed, competition becomes corrosive. It leads to resource‑hoarding, short‑sighted strategies, and a culture where fundraisers feel isolated rather than supported.
Some leaders still believe competition is healthy. That it drives performance. But in fundraising, that belief is outdated and counterproductive. The short‑term gains of internal competition are quickly overshadowed by its long‑term costs.
Today’s most successful advancement shops understand a simple truth: lifelong donor relationships are built through collaboration, not competition.
Donors expect seamless communication, coordinated strategy, and a unified institutional voice. They don’t care which fundraiser “owns” them; they care about impact, clarity, and trust. And that requires teams to work together.
One of the most effective tools for building a collaborative culture is a clear, widely understood shared‑credit policy. When credit is assigned in a way that reflects the reality of how fundraising actually works, cross‑functional, relationship‑driven, and team‑based, fundraisers are incentivized to support one another, not compete.
Below is an updated framework for how shared credit can reinforce the right behaviors in today’s environment.
The strongest shared‑credit policies address the full range of scenarios that arise in modern advancement shops. In each of the following cases, 100% credit should be awarded to every fundraiser or team that played a substantive role:
Major + Annual Giving
When a donor being actively cultivated by a frontline fundraiser makes a gift through an annual giving channel (online, mail, event, etc.), especially if the gift is larger than their typical pattern or reflects recent cultivation.
Major + Planned Giving
When a frontline fundraiser brings a planned giving officer into a relationship and a planned gift results from that collaboration.
Foundation/Corporate + Major Giving
When a frontline fundraiser builds the relationship that opens the door for a grant application, and the foundation/corporate team writes and submits the proposal.
Multiple Major Gift Officers
When two or more fundraisers contribute meaningfully to strategy, cultivation, or solicitation, whether through joint visits, coordinated strategy, or shared stewardship.
Institutional Portfolio Work
As more organizations adopt institutional portfolio models, shared credit becomes essential. When fundraisers collectively advance a donor or initiative, credit should reflect the team‑based nature of the work.
When Shared Credit Is Not Warranted
Shared credit should be meaningful, not automatic. It should not be awarded in the following situations:
Managers Receiving Credit for Staff Work
Supervisors provide guidance and support as part of their role. Their leadership is recognized through title, scope, and compensation — not gift credit.
Basic Collegiality
Sharing information, offering feedback, editing proposals, or making introductions is expected professional behavior, not a basis for shared credit.
Passive or Incidental Interactions
Sending a birthday card, chatting at an event, or offering a small piece of insight without participating in the strategy does not constitute substantive involvement.
Why Shared Credit Matters More Than Ever
Gift credit remains an important indicator of performance, but it should also reflect how the work gets done. A clear, inclusive shared‑credit policy:
- Reinforces donor‑centered strategy
- Encourages collaboration across teams
- Reduces internal competition and friction
- Supports institutional portfolio models
- Builds a healthier, more sustainable culture
- Inspires greater generosity from donors
Most importantly, it sends a powerful message to your team:
You will be recognized for acting in service to the greatest possible generosity, not for guarding your turf. In a sector built on relationships, collaboration is not optional. It is the foundation of long‑term success.










