Case Study of a Mid-level Donor Program

Additionally, in developing these migration rules, we worked to foster more collaborative efforts among all organization staff, addressing such issues as “silos” and “donor ownership” while ultimately meeting the personal requirements of our donors.

4. Staffing: The organization already had made the great commitment to staff up in order to accommodate the needs of this emerging donor group that was not quite ready for a major-gift relationship yet did warrant having a direct link into the organization via the development associate. Development associates are on the front lines of the mid-level donor relationship, managing a portfolio of up to 750 donors with whom they communicate regularly (development associates in this case do not make solicitations; they simply serve as the face of the organization to their donors).