How to Meaningfully Transition a Donor Relationship

When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to someone else. Whether the donor is moving from mid-level to a major gifts portfolio or from a higher level of giving back into mid-level or direct response, you need to have protocols in place so that the transition feels seamless to the donor. 

For today’s podcast episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, to ask them about their top tips for how you can meaningfully transition a donor relationship in a way that honors the donor and strengthens their connection to your organization.

Show Highlights: In this episode, you’ll learn about… 

• The kinds of donor transitions you need to develop protocols around (how to move a donor from mid-level to major gifts or planned gifts, or back down to mid-level)

• Some of the common issues we see in non-profits that lead to bumpy transitions for both donors and fundraisers

• How to manage transitions when you have a hybrid mid-level / major gifts caseload