Donor needs in action: Inspiring mid-level donors by doing more

Mid-value donor programs are the backbone of our annual giving programmes, yet we are still not managing them in a truly donor-centered way. Through in-depth donor-needs research undertaken over the last 20 years, we have determined that meeting the needs of mid-value donors means changing our approach and strategies to give more to this vital donor group. Through case studies showing how tactics – and outcomes! – have changed, participants will see how the latest insights are driving strategies that inspire donors to do more for your organisation. We will also present an in-depth case study of one Canadian hospital that has changed the way it engages mid-level donors, and grown the programme by 50%!!! We will also provide participants with a practical guide of tactics that will enable them to think differently about their own programmes and change the donor experience (and outcomes) for their organisation.

Learning outcomes

  • Understand how to identify mid-value donors within your programme
  • Understand how donor needs research is changing the ways we fundraise with high-value donor files
  • See firsthand through case studies what’s possible in mid-value giving
  • Apply our six-step process for developing your own mid-level giving programme

Who should attend:

  • Any annual giving fundraiser who has the responsibility to grow mid-level giving
  • Organisational leaders who want to see major growth in mid-value

Session style: 

  • Case studies and examples
  • Small group identification of tactics and opportunities
  • Strategy development for application of mid-value tactics for fundraisers’ own programmes


Kimberley Blease (Canada)
EVP, Client Relationships, Blakely
Liza Jerome (Canada)
VP, Marketing, Communications and Community Giving, Toronto General and Western Hospital Foundation
Mark Phillips (UK)
Founding Owner and Managing Director, Bluefrog