Case Study of a Mid-level Donor Program

Additionally, donors are engaging, through staff and a variety of channels, at higher levels than ever before.

3. Donor migration: As more donors graduated from the mid-level program to the major-gifts program, the need to standardize the movement of donors from one pool to another became apparent. We established business rules for donor migration — both up and down the giving ladder — to ensure seamless movement from the donor perspective. Because the mid-level program is a static group for which a donor must qualify, we had to establish qualification as well as disqualification requirements. Donor migration currently is done on a quarterly basis, and the ultimate goal is to have this happen monthly.