Tuesday, October 6 / 12:00pm - 1:00pm EST

About this session

In Part 1, we unpacked the evolving profile of mid-level donors and shared fresh research on their motivations, behaviors, and potential. Now it’s time to move from insight to implementation. 

Part 2 brings the conversation to life through a panel of three client leaders who are actively building and refining mid-level programs. They’ll share candid perspectives on what’s working, what’s changing, and how they’re leveraging affinity insights to create real impact. 

What You’ll Take Away 

• Turning Research into Reality 
  How organizations are translating donor insights into actionable strategies that drive engagement and revenue. 

• Building the Mid-Level Journey 
  Practical steps for structuring programs, defining value propositions, and creating experiences that resonate with donors. 

• Affinity in Action 
  Real-world examples of how affinity data is shaping segmentation, messaging, and personalized stewardship. 

• Operationalizing for Scale 
  From staffing models to technology, learn how teams are embedding mid-level strategies into day-to-day operations. 

• Overcoming Barriers 
  Hear how leaders are tackling common challenges including budget constraints, internal buy-in, and shifting donor expectations. 

Mid-level donors aren’t just a segment – these donors are a strategic lever for growth. By learning from organizations that are already making bold moves, you’ll gain practical insights to accelerate your own program and build a stronger pipeline for leadership and major giving. 

Join us for a candid, action-focused discussion that turns theory into practice.  

 

 

Kimberley Blease EVP, Strategic Growth & Innovation, Blakely

Sara Campbell Mates EVP, Strategy & Planning, Blakely

Nicole Kitson, Senior Manager, Annual Giving, Alberta Cancer Foundation

Jason Novelli Senior Manager, Intermediate & Monthly Giving, Heart & Stroke