Know every mid-level donor by name.
Donors who give $1,000 to $10,000 a year are often a small share of your file and a large share of your giving. Each officer gets a daily list with a reason and a draft for every name, the next mid-level donors are found in your own file, and every partner sees what their giving does. We build it on your CRM and stay with it.
Included in the Growth Team, or on its own. How pricing works
Today
15 next right steps
- Margaret LindgrenNewCrossed $1,000 for the first timeWelcome call
- DIDavid IversonAt riskNo gift in 11 months · gave 6 yearsReconnect, no ask
- RARuth AbbottReady to give moreGiving up 40% · came to a briefingUpgrade ask
- SKSamuel KellerReady for majorGave through a donor-advised fundWarm handoff
- LBLois BrennanOn trackGave last weekThank-you call
The middle is easy to miss.
Major donors have a gift officer. The mass file has a mail plan. The donors in between often have neither, even though together they give a large share of what you raise.
- Hundreds of names, no orderOfficers carry a long list and begin each week deciding who comes first.
- New $1,000 donors go unnoticedSomeone crosses the line in March and hears only mass appeals until fall.
- Two voices at onceA personal call one week and a mass appeal the next, to the same person.
One officer's portfolio
Each square is a donor. Filled: a personal contact in the last 90 days.
Illustrative.
The middle, handled.
Every day
A list for each officer
Every morning, each officer gets the donors who matter most today, in order, with the reason and a draft ready. New donors get a six-touch welcome, donors who are slipping get a call with no ask, and donors who are ready get a personal ask.
- A reason for every name
- Drafts in their voice
- Logged to your CRM
- Paced to their day
Today
15 next right steps
- Margaret LindgrenNewCrossed $1,000 for the first timeWelcome call
- DIDavid IversonAt riskNo gift in 11 months · gave 6 yearsReconnect, no ask
- RARuth AbbottReady to give moreGiving up 40% · came to a briefingUpgrade ask
- SKSamuel KellerReady for majorGave through a donor-advised fundWarm handoff
- LBLois BrennanOn trackGave last weekThank-you call
Find
The next ones, in your file
Many mid-level donors arrive at the level instead of working up to it. Your file already holds people giving $1,000 or more who still hear only from mass appeals, and others close behind them. They're scored, explained, and added to the officer with room.
- Donors already at $1,000
- Signals, not guesses
- Caseloads kept balanced
- A clean handoff from mass appeals
Already at $1,000, without an officer
- Bruce Graves · $1,340 this yearA single gift of $500Donor-advised fundAdd
- Patricia Lawson · $1,200 this yearMonthly at $100Giving up 38%Add
- William Mathis · $870 this yearGave stockCapacity 5 of 5Add
- Sharon Vaughn · $760 this yearTwo programsOpens every emailAdd
Their page
What their giving does
Every partner gets a page of their own that tells their year in your organization's own unit: nights of care, days on air, meals served. It names their person at your organization and offers one next step that fits.
- Your own unit
- Amounts hidden by default
- A named person
- One next step
Your year with Kindred Oaks
Ruth, you gave 31 respite nights this year.
$100 gives a foster family one night of rest. Your giving is the same as 31 of them.
Choose a night that means something to you
Your person at Kindred Oaks: Marcus
The next briefing is in November
Operations
Clean underneath
An audit of the automations running in your CRM, with what to fix, retire, and add. And gift batches sent to accounting as one deposit each, by fund, with fees, so they match the bank.
- Automation audit
- One deposit per batch
- Fees accounted for
- Nothing stops on one error
Batch CARD-0929 to one deposit
- Welcome kits$8,240.00
- Family mentors$5,115.00
- Respite nights$3,980.00
- Processing fees-$382.12
- Matches the bank$16,952.88
Automation audit
- Missing: nothing happens when a donor crosses $1,000.
- Conflict: portfolio donors still get mass appeals.
- Stale: a birthday email that hasn't run in a year.
From your file to a daily list.
- ConnectYour CRM, portfolios, and giving history, read nightly. Nothing changes in how your team gives or records.
- ScoreEvery mid-level donor gets a status and a next step. The rest of the file is scored for who's ready.
- WelcomeA six-touch welcome for every new mid-level donor, paced across the officers.
- Every dayEach officer's list, with drafts, logged to the CRM when they're done.
- Every monthWho gave again, who gave more, and where personal time went.
AI decides the order and drafts the words. Your officers make every call and send every email, and we stay with it, checking its choices against what your donors actually do.
Questions nonprofit leaders ask.
Straight answers to what nonprofit leaders ask before they start.
Ask something elsePriced to your size.
You'll know the price before anything starts.
Mid-Level Donor Program
Typically from
$8,500
- Connected to your CRM and portfolios
- A daily list and drafts for every officer
- Your file scored for the next mid-level donors
- A six-touch welcome and a page for every partner
- An automation audit and deposits to accounting
- We stay with it and report who gave again and who gave more
Included in the Growth Team: a Build every quarter, kept running. See how.
Get a quote for your mid-level program.
Tell us about your mid-level donors and who works with them. You'll have a scope and a price in writing before any work starts.
What we'll cover
- What you needThe problem, the people it serves, and the tools you use today.
- A clear scopeWhat we'd build, how long it takes, and what it costs.
- Your callGo ahead, change the scope, or wait. You decide.
You'll talk with Jason VanLueFormer VP of Product and Design at Virtuous