Module 1 •Class 3

Managing and Tracking Mid-Level Donors

A critical part of establishing a mid-level donor program, is setting up a system to track and manage and measure these donors within your database.  In this two-part presentation, we’ll demonstrate and discuss:

• How to (and why you should) create a system inside your donor database to “tag” your mid-level donor portfolio records. (Video 1)

• Set up custom fields (or utilize pre-established database features) where you’ll record and extract prospect ratings (gathered during research of your individual mid-level portfolio members). (Video 2)

• The most important mid-level donor metrics to track. (Video 2)

[Note:  If your organization already has an established donor database tracking system for your mid-level donor segment, you may want to begin with video 2.]