Designing a High-Performing Mid-Level Program
A practical course for building the operating model that sits between regular giving and major giving — without becoming either one.
What you will learn
Eight lessons that build a mid-level operating model — segment definition, donor promise, contact rhythm and the discipline that keeps it from becoming a disguised major-gifts portfolio.
Designing a High-Performing Mid-Level Program
Eight lessons that build a mid-level operating model — segment definition, donor promise, contact rhythm and the discipline that keeps it from becoming a disguised major-gifts portfolio.
1 Define the Role of Mid-Level Giving in the Donor Journey
Separates mid-level from regular giving, major giving and general “high value donor” language.
2 Set the Entry Rules for the Segment
Defines who enters mid-level using giving behaviour, loyalty, engagement and practical serviceability.
3 Build the Donor Promise
Specifies what mid-level donors receive that is more personal than mass fundraising but still scalable.
4 Design the Contact Rhythm
Maps the year of touchpoints, including human contact, impact, invitations, upgrade prompts and restraint.
5 Resource the Model
Decides who owns mid-level and where automation, fundraising staff and senior staff each belong.
6 Read Upgrade Readiness Without Hijacking the Major-Gift Course
Identifies when a mid-level donor should receive closer attention, without teaching full qualification or transition mechanics.
7 Protect the Program From the Two Common Distortions
Shows when personalisation becomes wasteful and when efficiency becomes neglect.
8 Review Performance and Improve the Model
Defines the dashboard, review rhythm and decision rules that keep the program improving.
A practical fit for teams building major giving.
Learn how to define the mid-level segment, build the donor promise, design the contact rhythm and read upgrade signals without over-servicing.
Frequently asked questions
Straight answers for fundraising leaders deciding whether this course fits their team, training needs and practical workflow.
Is this a general introduction to fundraising segmentation? +
No. It assumes the organisation already runs appeals and stewardship, and focuses specifically on designing a disciplined mid-level operating model.
Is it only for individual giving teams? +
No. It’s built for fundraising managers, philanthropy managers, development directors and anyone deciding how loyal donors are treated between mass fundraising and major giving.
How long is the course? +
The course contains 8 lessons. Lesson reading time totals roughly 80–95 minutes, with practical program-design work likely taking it into the 2–3 hour range.
Is the course Australian-specific? +
Yes. The lessons use Australian giving evidence and DGR context throughout, while drawing carefully on relevant international research where useful.
Does it include realistic scenarios, not just theory? +
Yes. It includes fundraising moments built around loyal donors who never respond to outreach, over-servicing risk, and CEOs wanting every donor personally called.
What should a team be able to do by the end? +
A team should be able to define the mid-level segment, build a scalable donor promise, design a contact rhythm, resource the model and read upgrade signals without over-escalating.
Designing a High-Performing Mid-Level Program
Give your loyal donors the disciplined, scalable attention that sits between mass fundraising and major giving.
Enrol now