Midlevel Giving

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👋 Welcome, Mid-Level & Leadership Giving Officers

You’re the crucial bridge between broad engagement and deep investment. Your donors might not be giving six-figure gifts—yet—but they’re showing real interest, generosity, and potential. You know how to spot momentum and build on it, turning occasional donors into loyal supporters and loyal supporters into future major donors. Your work blends the relational skills of a major gift officer with the proactive touch of an annual fund pro. You’re balancing volume and depth, systems and spontaneity, strategy and stewardship. This guide is here to help you streamline that work, stay in touch with your donors, and guide them toward the next stage of their philanthropic journey.

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💼 What You Do

As a Mid-Level or Leadership Giving Officer, you manage a large but highly qualified pool of donors—often giving between $500 and$10,000 annually—who are ready for more personalized engagement but not yet ready for major gift cultivation. You’re an identifier, a nurturer, and often a first real point of relationship for donors on the rise.

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🎯 Core Goals & Responsibilities

• Retain and upgrade mid-level donors.
  &#xNAN;Example: Moving a $1,000 annual donor into a monthly$100 donor or toward a $5,000 campaign gift.
• Identify major gift prospects through personalized engagement.
  &#xNAN;Example: Flagging a donor who just doubled their gift and asked thoughtful follow-up questions.
• Deliver consistent but customized communication.
  &#xNAN;Example: Monthly impact updates with personalized notes to top donors.
• Serve as a relational bridge.
  &#xNAN;Example: Introducing top mid-level donors to a major gift officer for deeper cultivation.

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📊 What Success Looks Like

You’re successful when:

• Donors renew at higher-than-average rates
• Gift sizes increase over time
• The major gifts team gains warm, well-qualified prospects
• Donors feel known and valued, not just included

Key Metrics to Track:

• Retention rate of $500–$10,000 donors
• Average gift increase year-over-year
• Number of personal touches per donor
• Referrals to major gift portfolios
• % of portfolio with active engagement plans

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🛠 How to Use Momentum for Your Role

Here’s how to tailor Momentum for scalable but personal mid-level donor engagement: Tags You Might Use:

• Leadership Circle
• Top Mid-Level
• Major Gift Potential
• Repeat Donor
• Newsletter Opened

Segments to Build:

• Donors giving $500–$10,000 this fiscal year
• Donors who increased their gift in the last 12 months
• Donors with strong engagement signals (events, replies, story shares)
• “Warm but Unassigned” donors for potential upgrade

Pinned Views to Save:

• “Top Mid-Level Donors by Giving History”
• “Most Engaged – Mid-Level”
• “Flagged for Major Gifts Referral”
• “No Personal Contact in 90+ Days”

Templates to Start With:

• Personal note after a mid-size gift
• “You’re making a difference” email with program update
• “Let’s connect” message to explore deeper engagement

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🧬 Donor Style + Fundraiser Voice

You’re the cultivator. You bring attention, appreciation, and a human touch to a group of donors who are often overlooked—but ready to step up. Your communication style is:

• Personalized without being overwhelming
• Donor-centered and affirming
• Focused on recognition, impact, and possibility

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🗓 Engagement Calendar Ideas

Your calendar combines structure with flexibility—enough rhythm to stay visible, with room for more personal touchpoints. Sample cadence:

• Quarterly: Personalized thank-you or update (email or handwritten note)
• Biannually: Deeper storytelling or engagement invite
• Year-End: Personal message highlighting growth and future potential
• Milestones: Recognition for multi-year giving, upgrades, or consistent support