2 MONTHS AGO • 3 MIN READ

Before you pitch that big idea, do this first

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Chief Fundraiser Weekly

You don’t need more content. You need room to think and someone who understands the role. Chief Fundraiser Weekly is a short Sunday executive brief with one system to try and space to ask what comes next.

How to Pressure-Test Big Ideas

Issue #020

This week's strategic brief (4-minute read)

Hi Reader,

Today marks twenty issues of Chief Fundraiser Weekly.

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Now, let’s talk about getting your biggest ideas past the gatekeepers.

You might be sitting on a game-changing idea. Maybe you've got a new partnership model, a major program pivot, or an ambitious campaign strategy. But big ideas scare people. And scared people say no.

The issue isn't your idea, it's that your leadership has no way to test your judgment before betting big. Chief fundraisers don't just pitch ideas. They test them first.

The Pressure-Test Framework

Before you walk into that boardroom or executive meeting, run your idea through these five filters:

1. The Math Test

Can you back up every number? Leadership spots wishful thinking instantly. Be specific: conversion rate, average gift, retention assumption.

Show three scenarios: conservative, moderate, and optimistic. One CFO told me: "If your conservative case looks like wishful thinking, I know your optimistic case is fantasy."

2. The Worst-Case Test

What happens if the idea fails? Leadership needs to know the downside before they'll consider the upside. Be honest: is it just time and budget, or does this risk existing revenue? Can you walk it back?

Naming the worst-case scenario takes away its power.

3. The Capacity Test

Can your team deliver on the idea?

Only commit to what you can do. Identify the gaps: new technology, staff, training, consultants. Showing you've thought through execution builds credibility.

4. The Proof-of-Concept Test

Can you pilot this before committing fully?

Try offering a 90-day test. If you've adopted the quarterly playbook from Issue #10, this fits perfectly. Test with one alliance before rolling it out to ten. Small wins create confidence; big bets create anxiety.

5. The Stakeholder Test

Who needs to buy in for this to work?

Map influence, not just titles. Who controls budget? Who manages operations? Who could quietly veto it? Get informal feedback before the formal pitch. Nothing kills a great idea faster than blindsiding someone with decision power.

Making Your Case

Once your idea passes these tests, structure your pitch around the questions leadership already asks:

  • What's the opportunity? Start with the problem you're solving or the gap you're filling. Focus on impact, not just revenue.
  • What will it take? Be transparent about resources: time, money, people, systems. Show you've thought through execution.
  • What's the return? Present your three scenarios: conservative, moderate, optimistic. Defend your assumptions. Show when you expect results.
  • What's the risk? Address the downside directly. Explain how you'll mitigate risk and what you'll do if things don't go as planned.
  • How will we know if it's working? Define clear milestones and metrics. Give leadership a way to evaluate progress without micromanaging.

When Leadership Pushes Back

If you've pressure-tested thoroughly and still face resistance, it's usually one of three things:

  1. They don't trust your judgment yet. Build credibility with smaller wins before asking for bigger bets.
  2. They see risks you haven't addressed. Ask directly: What concerns you most? Their answers reveal what you missed.
  3. The timing is wrong. Sometimes good ideas come at bad times. If budget, bandwidth, or priorities aren't aligned, don't force it. Document your proposal and wait for the right moment.

The Confidence Factor

Leadership doesn't need your idea to be perfect. They need to be confident you've thought it through.

The best chief fundraisers aren't just visionaries. They're strategists who know how to turn bold ideas into funded realities.

Your Turn

What's the big idea you've been sitting on? Pull out a notepad and run it through each of the five tests. Which one does it fail? That's where you start.

Coming Next Week

Next Sunday: The 10-Minute CEO Briefing Formula.

You've built credibility, tested your ideas, and secured leadership support. Here's how to deliver it to your CEO.

Question for You

What’s the question from leadership that always makes you pause? Send it my way. I'd love to help you build a better answer.

Until next week,

Christine

P.S. The difference between visionaries and strategists? Visionaries pitch ideas. Strategists get them funded.

I'm Christine Bork, Chief Development Officer at the American Academy of Pediatrics. Chief Fundraiser Weekly helps leaders escape daily chaos and zero in on growth.

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Chief Fundraiser Weekly

You don’t need more content. You need room to think and someone who understands the role. Chief Fundraiser Weekly is a short Sunday executive brief with one system to try and space to ask what comes next.