Mastering Your Mid-Level Donors | A Three-part Masterclass

This three-part Master Class delivers a clear, practical approach for transforming your Mid-Level program with proven strategies that drive engagement, increase giving, and move Mid-Level donors toward major and planned gifts. Led by Timothy D. Logan, FAHP, ACFRE, CFRE, FCEP—an experienced leader in Mid-Level and Planned Giving fundraising strategy—this series moves from Segmentation to Engagement, leading to Commitment. In Session 1, we begin by demonstrating why Mid-Level donors require a distinct program. We cover how to identify and qualify key Mid-Level donors and how to build stronger relationships through five actionable techniques to deepen engagement. In Session 2, we focus on why the phone is the linchpin of an effective Mid-Level program. You’ll master using the phone to qualify donor interest, learn when an outsourced Mid-Level phone program is essential, and understand how to manage that vendor relationship successfully. Finally, in Session 3, you’ll unlock major opportunities in asset giving through DAFs and QCDs. You’ll learn practical strategies for asking for these gifts across your development program, engaging Mid-Level donors in a lasting philanthropic commitment to your organization.
When
1/22/2026 - 2/5/2026

Program

   
Description
Full Series Registration
This full series registration includes all three sessions. If you do not want to register for the full series, then see the options below to register for the individual sessions.
Time
1/22/2026 2:00 PM - 2/5/2026 3:00 PM
1/22/2026 2:00 PM

1/22/2026 2:00 PM

1/29/2026 2:00 PM

2/5/2026 2:00 PM