Most nonprofit organizations focus on two areas to meet fundraising goals: giving at the annual or general fund level and major giving. This strategy has a built-in gap: midlevel giving strategies that simultaneously upgrade members of the annual fund and cultivated the next generation of major donors. Our one-of-a-kind Charitable Partners® program does exactly that. We use unprecedented behavior engagement technology along with wealth profiling tools and a deep understanding of your donors to identify prime, mid-level prospects within your donor file. Our program then coaches or provides development officers who make hundreds of effective, face-to-face visits every year to convert and upgrade prospects (both annual/general fund donors as well as nondonors!) to mid-level donors. The system is proven and has astounding results.
We have made more than 17,000 visits over the past 12 years, soliciting average giving commitments of more than $2,000 with fulfillment rates above 90 percent. We helped Children’s Medical Center in Dallas multiply their midlevel giving results in just a year through data profiling and coaching. Our program also provided development officers for the Association of Former Students at Texas A&M, who were able to raise the average gift of selected prospects by more than 1900%, generating $140,000 in new revenue in just three quarters. Years of traditional cultivation is compressed into a matter of days.
Donor Prioritization
Midlevel giving programs are enticing, in theory. But where do you find the prospects? Most of your ideal candidates are already in your database. Through wealth overlays and behavioral analysis, we help find your most engaged donors with the capacity to become mid-level donors. Then, through performance coaching or outsourced development, we secure gifts to grow revenue like never before.
Performance Coaching
Our development officers bring together proven methodologies with cross-vertical innovation to help clients like Children’s Medical Center get better results from their already strong staff. Through scalable training sessions and round-the-clock support, our oversight is helping our clients work smarter and more efficiently to multiply year over year results.
Outsourced Development
Our outsourced development team has helped organizations like Delta Sigma Phi and The Association of Former Students at Texas A&M visit and convert more mid-level giving prospects while using less staff and resources. Our officers can make up to 500 visits a year, all while updating our executive dashboard in real-time to let our clients track their progress.
Portfolio Management
Pursuant redefines midlevel donor officer effectiveness and efficiency through our portfolio management services. We not only prioritize your most-likely giving prospects. We give your donor officers a process that leads to over 200 productive, face-to-face visits every year. Our coaching and development services turn potential support into real gifts.
How can we help you develop or improve your midlevel giving program? Let us know.
