How to Convert Mid-level Donors to Major Gifts

Fundraising TipsDonor Retention
Written By Jena McKinzie, MS, CFRE, CNP

Key Takeaways:

  • Economic and Philanthropy Trends: Experts noted a decline in U.S. consumer confidence and a 2.1% drop in charitable giving in 2023 (adjusted for inflation). Despite this, major donors continue to increase contributions.

  • Mid-Level Donor Engagement: With mid-level donors contributing up to 35% of annual giving revenue, speakers emphasized relationship-building, strategic stewardship, and donor segmentation to increase gift sizes.

  • Data-Driven Fundraising Strategies: Organizations were advised to track giving frequency, donor-advised funds (DAFs), corporate matching gifts, and engagement analytics (email open rates, social media interactions) to qualify donors for major gift cultivation.

  • Proven Fundraising Tactics: Successful methods include tailored donor communication, personal thank-you calls, virtual engagements, and leveraging board members for donor outreach.

  • Case Studies & Success Stories: Notable donations included a $600,000 planned gift, a $500,000 major gift, and multiple six-figure contributions from philanthropic organizations.

Jena McKinzie, MS, CFRE, CNP
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