Mid-Level Donor Engagement
Turn your best-kept fundraising secret — mid-level donors — into your next major gift pipeline.
A dedicated Engagement Officer treats every qualifying donor like a portfolio assignment, building the relationship before the ask and reporting results daily.
Built for the Donors Between Annual Fund and Major Gifts
Your mid-level donors are your most under-cultivated asset, too valuable for a form letter and not yet assigned to a major gift officer. Catapult's Donor Engagement program closes that gap with an 8-stage, multi-channel methodology that simulates a face-to-face relationship at scale.
- Donor identification using wealth screening and giving-pattern analysis
- Donor list review and portfolio deconfliction with your team
- Personalized letter of introduction from your leadership
- An Engagement Officer assigned like a major-gift portfolio manager
The 8-Stage Engagement Journey
Every donor moves through a structured, relationship-first sequence designed to increase affinity before ever asking for the next gift.
- 1. Donor identification & prioritization
- 2. Donor list review & approval
- 3. Letter of introduction from leadership
- 4. Area-of-impact conversation & qualification call
- 5. Pre-call introductory letter previewing the ask
- 6. Gift phase: the Engagement Officer cultivates and solicits
- 7. Fulfillment, recognition & daily reporting
- 8. Ongoing stewardship touchpoints (thank-you calls, special-occasion calls, digital voicemail, handwritten notes)
Digital Layer Included
Every engagement program is reinforced with modern touchpoints that keep pace with the donor's moment, not just the calendar.
- Instant post-call emails tailored to pledge vs. non-pledge outcomes
- Personalized text messaging for solicitation and stewardship
- Monthly pledge-fulfillment statements with direct payment links
- Digital voicemail outreach before and after the ask
- Up to 15 differentiated engagement attempts per donor, matched to local caller ID
Ready to catapult your next campaign?
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