Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program

More and more non-profits are discovering that mid-level is the key to a healthy donor pipeline. If you’re wondering where to find more major donors, the answer is almost always: look to your mid-level donors.

But how do you know if your mid-level program is working as it should? At Veritus, we evaluate mid-level programs based on three key objectives: Keep, Lift, and Move. When you measure each of these components, you’ll be able to see the real impact of your mid-level program in growing your donor pipeline.

For this podcast episode, Richard and Jeff hand it over to Lisa and Kara, two of our in-house experts on mid-level programs, for a conversation about how to approach your mid-level goals and KPIs so that you can retain more donors and move those who are ready into major gifts.

Show Highlights: In this episode, you’ll learn about…

• How to measure and report on the success of your mid-level program, and the three main KPIs for mid-level:

1. Keep – What are your donor retention and attrition rates for mid-level?
2. Lift – How many mid-level donors are increasing their giving year over year?
3. Move – How many of your mid-level donors are you moving into major gifts?

• Getting a baseline for your donor attrition rates and average gift sizes. (You can request our free donor file analysis here.)
• What kind of timeline to expect before you see results from a new mid-level program.

Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.

Additional Resources:

• Cultivating Mid-Level Donors for Maximum Results
• Do You Need Goals for Mid-Level?
• Certification Course for Mid-Level Fundraisers