Mid-level Individual Donor Pipeline

1. Jim Doe donates $500-$5000

1.1. Jim Doe gets added to JMS mailings

1.1.1. Does Jim have higher capacity?

1.1.1.1. YES

1.1.1.1.1. Add to Summit Circle Prospect Pipeline

1.1.1.2. NO

1.1.1.2.1. Remains as part of the JMS Pipeline

2. Anne Nonymous donates $5000-$25,000

2.1. Anne Nonymous gets added to JMS/Summit Circle mailings, flagged for Major Gifts

2.1.1. Donor is Qualified by Prospect Research

2.1.1.1. Determined capacity: high, mid-level, low/maintenance, planned giving

2.1.1.1.1. High Capacity - assigned to Senior/Regional Gift Officer to thank and add to MIC

2.1.1.1.2. Mid-Level - Assigned to Associate Level Gift Officer to thank and add to MIC OR passed to Concierge campaign if no GO in region

2.1.1.1.3. Low/Maintenance - maintained by Summit Circle mailings/updates/periodic Concierge outreach

2.1.1.1.4. Planned Giving - pass along to PG gift officers