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Cultivating Mid- Level Donors Emma Kieran, Vice President, Fundraising and Development, Orr Associates, Inc. (OAI) 2014 Nonprofit Empowerment Summit Giving It Our All!

Cultivating Mid-Level Donors

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Page 1: Cultivating Mid-Level Donors

Cultivating Mid-Level Donors

Emma Kieran, Vice President, Fundraising and Development, Orr Associates, Inc. (OAI)

2014 Nonprofit Empowerment Summit

Giving It Our All!

Page 2: Cultivating Mid-Level Donors

CULTIVATING MID-LEVEL DONORS

Presented by Emma Gilmore Kieran

RAFFA CONFERENCEJUNE 3, 2014

Page 3: Cultivating Mid-Level Donors

Agenda

Mid-level Donor (MLD) Overview: Who Are They?

Top 5 Program Necessities Program Benefits Group Discussion 30 Day Plan Q&A

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MLD Overview: Who Are They? Most Committed and Loyal

Donors Ripe for retention Believe in your cause Strong upgrade potential

Significant Income PotentialDonors @ $1k - $10k

1% of Donor

Population

1/3 of $ Given

Page 7: Cultivating Mid-Level Donors
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Top 5 Program Necessities

Leadership

Capacity

Staff Bandwidth Anti-

silo Structu

re

Meaningful Content

Time to

Evaluate

Page 9: Cultivating Mid-Level Donors

Program Benefits

ROI

Tap into income

potential

Increase retention

Tailor program to needs

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Create Your 30 Day Plan

WEEK ONE Grade your organization on the 5 program strategies Get buy-in from key leaders

WEEK TWO Choose one or two items for immediate change Commit to execution and design reporting structure Look at costs and staffing

WEEK THREE Devise plan for second tier changes Work within3-month timeframe

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30 Day Plan

WEEK FOUR Devise a 6- to 12-month plan for costly

changes

ONGOING Be patient Report out often Create metrics

Page 15: Cultivating Mid-Level Donors

Mid-Level Donor Prospect Matrix

Touch

Effort

Tier % of Effort and

Investment

Strategy Cultivation and Solicitation Approach

Desired Outcomes

High

Touch

High

1 50% Very Personal Strategic Moves

Upgrade to Major Gift Donor

Medium

2 30% Upgrade to Tier 1 Donor

Low

3 20% Less Personal

Tactical Moves Upgrade to Tier 2 Donor

Page 17: Cultivating Mid-Level Donors

More Information

http://seachangestrategies

.com/missing-middle/

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Q&A18

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Thank You!19

Contact Info:

Emma Gilmore KieranVice President, Fundraising and

DevelopmentOrr Associates, Inc.

[email protected]