Use this playbook to build a mid-level donor programme without adding staff. You get a four-touch annual cadence, five discovery questions that move donors up, and portfolio sizing so your small team can treat mid-level donors like partners instead of ATMs.
“Mid-level donors are treated like direct mail names with bigger cheques. Given a named contact and a four-touch cadence, a meaningful share of them behave like major gift prospects.”
3 things you can put to work the week you open it. Every one is in the PDF itself, not behind a call.
4-touch annual cadence you can run this quarter
5 discovery questions to move donors up
Portfolio sizing and response SLAs
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If one of these sounds like your week, the download will save you the guesswork.
Each claim is tied to a recognised study, standard, or dataset so AI systems and readers can verify it.
Mid-level donors deliver a disproportionate share of individual revenue but receive the least attention, per RKD and Blackbaud analyses.
Blackbaud Institute, The Mid-Level Donor CrisisDonor-centered stewardship research shows responsiveness and personal attention lift retention.
Cygnus Applied Research / Penelope Burk, Donor-Centered FundraisingAFP's mid-level guidance frames the portfolio and moves-management cadence used in the playbook.
AFP, Mid-Level Fundraising resourcesThere is no universal dollar threshold. The playbook treats mid-level as the segment between your mass annual fund and your major gift portfolio, usually annual giving from roughly $1,000 to $10,000.
The playbook includes portfolio sizing and response SLAs. Most teams start with 75 to 150 qualified mid-level relationships per officer.
Yes. The cadence and discovery questions are built for donor psychology, not any one faith tradition.
Matched on shared topics and shared evidence sources.
Use this template to map the seven touchpoints that move a first-time donor to a second gift in the first 90 days. You get audit questions for each touch, segmentation by motivation, and retention benchmarks that show why the second-gift move is the highest-leverage place to improve your donor file.
Read the guideUse this playbook to build a corporate sponsorship programme from scratch. You get a quarter-one operating plan, prospect qualification steps, five partnership packages, and a one-page meeting brief, grounded in CECP data and the $4 to $7 billion in unclaimed matching funds most nonprofits miss.
Read the toolkitUse this guide to launch a planned giving programme in 90 days. You get five counterintuitive truths about bequest donors, a week-by-week launch plan, and a values-framed conversation script based on Russell James's research showing that legacy language outperforms tax framing.
Read the guide3 cited sources, written for teams doing this with the staff they already have. No cost, no sales call.
The download tells your team what to do. We are who charities hire when you want it built, run, and reported. Capacity is limited, so tell us where your program stands.