Mid-Level Donor Cultivation & Moves-Management Plan
A structured cultivation plan for the chronically neglected mid-level tier ($1,000-$10,000), with a defined touch cadence, qualification criteria, and upgrade pathway.
Draft: pending review
This starter document is signed off by a CFRE reviewer before it ships. The guardrails below define that review.
What’s inside
- Mid-level tier definition and identification criteria (gift size, recency, capacity signals)
- 12-month moves-management calendar (personal notes, calls, small-group visits)
- Upgrade/downgrade talking points with meal/bed-night impact framing
- Handoff criteria into the major-gift pipeline
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Wealth-screening and capacity data must be handled confidentially and used for cultivation, not published (APRA ethics)
- Site visits must never expose or identify clients receiving services; coordinate with program staff and screen routes
- Benefits/recognition at giving levels with tangible value require FMV disclosure and quid-pro-quo substantiation
Held for professional review.
The native DOCX and full working text ship only after sign-off by a CFRE reviewer on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.