The description of the purpose and duration of a plan as follows:
- Qualification – qualify for interest/capacity;
- Annual Giving – 1 year for less than $25,000;
- Major Giving – 2-3 years, for $25,000 to $5,000,000;
- Principal Giving – up to 5 years, for $5,000,000 or more;
- Commitment – steward donor who has documented pledge or planned gift.