Donor Upgrade Masterclass Series On-Demand

Mid-Level Accelerator

Supercharge Your Mid-Level Program in the Next 90 Days

A mid-level program can help transform your fundraising efforts and bridge the gap between annual & major giving. But trying to create a more personalized experience for mid-level donors when you are already strapped for staffing and budget can leave many nonprofits feeling stuck.

Pursuant’s Mid-Level Accelerator is a turnkey solution that can help you identify and cultivate annual fund donors who want to give more.

Major and Planned Giving Post-Pandemic: Case Study with JDRF

On-Demand

When the pandemic upended plans and canceled events, major gifts programs that rely on exclusive events like galas scrambled to adjust their strategy. Fundraisers were left wondering: How do we recreate an inviting community experience for our most valuable supporters in an all-digital environment?

In this webinar, we'll sit down with Gillian Green, JDRF's Vice President of Leadership Giving, to learn how her team embraced digital transformation in their major gifts program.

We'll explore:

Trends in major and planned giving post-pandemic
How JDRF built rich digital communities and grew donor loyalty
Leveraging data to identify your best major and planned giving candidates
How to create tailored, personal experiences at scale for these donors

Why & How to Build a Mid-Level Giving Program

On-Demand

You're probably here for two reasons. One: you’ve either convinced leadership at your nonprofit to fund a mid-level giving program. Or, two: you have the beginnings of one, and want concrete details about how to set your mid-level program up for success.

In this webinar, we'll interview Senior Manager of Donor Appreciation at Moody Bible Institute Stephen Asare to learn how his team built and grew Moody's mid-level program over the last five years.

You'll Learn:

Define what “mid-level” means for your organization
The skills and traits that best characterize the colleagues who head up a mid-level program (as well as what they actually do in their roles)
Benchmarks you can set to track your progress over time

Tech Tools Every Major Giving Program Should Have

On-Demand

In the final installment of the Donor Upgrade Masterclass, we'll put our learnings from the first four sessions into practice. From mining data for ideal upgrade prospects to creating hyper-targeted segments and tracking gift officer progress, this session will cover your bases when it comes to tools that can supercharge your efforts.

Together, we'll explore:

Finding the right technology for YOUR program
Identifying your must-haves versus nice-to-haves
How technology can manage & optimize your donor upgrade strategy

Planned Giving Needs To Be...Well...Planned!

On-Demand

Join one of the most successful planned giving programs in the country, the Braille Institute, along with FreeWill, who provides planned and major giving tools as we talk about what works, what doesn't, and how planned giving programs are changing.

Special guests, Kirsten Jasna, Senior Director of Development from the Braille Institute of America and Nicole Walton, Director of Partner Success from FreeWill will join us to discuss how planned giving programs are evolving.

Data & Technology You Need for Your Mid-Level Giving Program

Part 3

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Cultivating mid-level donor prospects often requires a white-glove approach similar to the attention paid to major donor prospects.

A major roadblock? Personalization efforts for mid-level donors must be hyper-efficient, especially if your team is lean or consists of a single mid-level gift officer.

This ebook will outline the data and tools available to help you scale a highly personalized approach for your mid-level donors.