Mastering Your Mid-Level Donors

January 22, 29, Feb 5

 
This three-part Master Class delivers a clear, practical approach for transforming your Mid-Level program with proven strategies that drive engagement, increase giving, and move Mid-Level donors toward major and planned gifts. Led by Timothy D. Logan, FAHP, ACFRE, CFRE, FCEP—an experienced leader in Mid-Level and Planned Giving fundraising strategy—this series moves from Segmentation to Engagement, leading to Commitment.

In Session 1, we begin by demonstrating why Mid-Level donors require a distinct program. We cover how to identify and qualify key Mid-Level donors and how to build stronger relationships through five actionable techniques to deepen engagement. In Session 2, we focus on why the phone is the linchpin of an effective Mid-Level program. You’ll master using the phone to qualify donor interest, learn when an outsourced Mid-Level phone program is essential, and understand how to manage that vendor relationship successfully. Finally, in Session 3, you’ll unlock major opportunities in asset giving through DAFs and QCDs. You’ll learn practical strategies for asking for these gifts across your development program, engaging Mid-Level donors in a lasting philanthropic commitment to your organization.

Speakers
Tim Logan
FAHP, ACFRE, CFRE, FCEP

Tim is Senior Legacy Director at Mal Warwick Donordigital and has over 40 years' experience in fundraising and nonprofit management. He is a leader in developing innovative multichannel direct response programs for major, mid-level and planned giving donors. Tim is a frequent speaker and writer on fundraising, nonprofit management, and building donor relationships. He serves as dean of the Annual Giving track at the AHP Madison Institute.