PART A - Program Overview

Part A of the Benchmarking Survey is focused on specific attributes and definitions within your Mid-Level Program.
 
Estimated Completion Time: ~30 Minutes
Part A due no later than Friday, February 9, 2024

TIPS:
  • Ensure you enter your organization name below, to help us align responses across all four parts of the survey.
  • Review the .pdf and prepare your answers prior to accessing the survey link.
  • Only one person per organization should enter the information for each part.

Question Title

* 1. Please share who is completing this part of the survey, in case of questions.

Question Title

* 2. Primary Type of Organization: Please select one from the following list of nonprofit industry sectors:

Section: MLG Program Staffing

Question Title

* 3. How many internal FTE (40 hour) dedicated staff and non-dedicated staff are supporting your MLG Program? Please calculate the Full Time Equivalent (FTE) of internal staff that work on the program and enter that here. 
Example: MLG Manager (100%), Relationship Manager (100%) Direct Response Coordinator (50%), Internal Data Analyst (25%) = 2.75

Question Title

* 4. Has your internal Mid-Level staffing changed in the past 2 years? (select all that apply)

Section: MLG Program Basics

Question Title

* 5. Membership: Is your organization based on membership?

Question Title

* 6. Age of your MLG Program?

Question Title

* 7. Does your organization have a named/branded MLG Program?

Question Title

* 8. If your organization does not have a named/branded MLG program, why not?

Section: Organization and MLG Program Definitions

Question Title

* 9. Fiscal Year: What does your organization use to define your fiscal year?

Question Title

* 10. Current State of MLG Program Revenue, based on your most recent fiscal year? Select one: 

Question Title

* 11. Current State of MLG Program Donor File based on your most recent fiscal year? Select one:

Section: Mid-Level Program Audience Definition
How do you define your Mid-Level Giving Program audience? To be counted as a Mid-Level Donor, how much do your donors give and in what time frame? 

Question Title

* 12. Giving Range: Please select all the donor ranges that apply to your program, from lowest to highest:

Question Title

* 13. If your MLG Program giving range exceeds $25,000, what is the top end of your mid-level giving range? 

Question Title

* 14. To be counted as a Mid-Level Donor, please select the time-period used to calculate the total giving outlined in your answer above. Select the closest answer from the options below: 

Question Title

* 15. For your time-period calculations above, which of the following do you use?

Question Title

* 16. Please indicate if your MLG Giving Range uses single gifts or cumulative giving:

Question Title

* 17. Please indicate if your MLG Giving Range includes sustaining or regular giving in your cumulative giving total?  

Section: Program Type and Goals
Definitions for the following question:
  • Senior Direct Marketing Program 100% managed through the Direct Marketing/Annual Giving Program utilizing existing direct marketing initiatives and specialty packages/campaigns through multiple channels. Typically, under the guidance of a MLG Program Manager within the Direct Response/Annual Giving Team.
  • Hybrid Program (Direct Marketing + Relationship Manager or Concierge): A blended program utilizing existing and specialty direct marketing campaigns in combination with a dedicated internal MLG Relationship Manager or an external vendor Concierge to conduct personal outreach and engagement. Program is under the guidance of a MLG Program Manager within either the Direct Response/Annual Giving Team or Philanthropy/Development team.
  • Special Gifts/Major Gift Development Program: An extension of the Philanthropy/Development team, incorporating MLG as a ‘special giving’ audience within a Giving Officer portfolio or pipeline for Major Gifts. Any direct marketing campaigns and personal donor outreach managed within the Development/Philanthropy team.

Question Title

* 18. Please identify the definition that best describes the MLG Program at your organization. Select one:

Question Title

* 19. Annual Program Goals: Do you have independent MLG program goals? Shared goals with another department or team? Select one:

Question Title

* 20. If you have shared goals with another team, please indicate the categories of shared goals (select all that apply):

Question Title

* 21. If you have shared goals with another team, how do you share the "credit" when reporting on performance?

Question Title

* 22. MLG Program Goals: Please indicate the categories of goals used to independently measure the success of your MLG Program (select all that apply):

Question Title

* 23. How are budgeted revenue goals set for your mid-level program?

Section: External Partners

Question Title

* 24. Do you utilize an Agency of Record dedicated to your ML Program? 

Question Title

* 25. Do you partner with external vendors in support of your Mid-Level Giving Program? 

Question Title

* 26. If yes, please share who you partner with and for what services:

Section: MLG Program and Donor Journey

Question Title

* 27. Does your organization conduct direct to file (new acquisition) of donors giving at the mid-level?

Question Title

* 28. Describe how you plan your annual MLG Donor Journey across channels. Are your strategic touchpoints designed by the MLG audience team and delivered in coordination with the internal channel owners - direct mail, digital, telemarketing, text/SMS, etc? 

Question Title

* 29. If yes, please describe your collaboration process to design and execute your annual MLG donor journey:

Question Title

* 30. If no, please describe how you manage the execution of the donor journey on behalf of your MLG program: 

Question Title

* 31. For touchpoints that are not owned by the MLG program (example: direct mail appeals, advocacy emails, organization e-newsletters, etc.) is the ML team offered the opportunity to review and approve the messaging for MLG donors before the touchpoint is deployed?

Question Title

* 32. When a donor is formally moved into the MLG Program, are they removed from all direct response marketing communications?

Question Title

* 33. Which channels are you utilizing directly with your MLG program? (Even if the budget is from outside your MLG program.)

For the following questions, assume that the Mid-Level Donor has opted to receive all types of communication from the organization. This is to provide a “fully loaded” example of a MLG Donor Journey, recognizing that each organization will account for communication and solicitation preferences. Each channel is broken out by solicitation (ask) touchpoints and stewardship/engagement touchpoints. Exclude emergency/disaster response communications.

Question Title

* 34. Total EMAIL solicitations MLG donors typically receive from the organization in a year? (This is a roll up of total dedicated MLG solicitations + general organization campaigns, appeals, etc.)

Question Title

* 35. Total EMAIL stewardship touchpoints MLG donors typically receive from the organization in a year? (This is a roll up of total dedicated MLG touchpoints + organization non-solicitation touchpoints including advocacy, etc.)

Question Title

* 36. Total TEXT/SMS solicitation messages MLG donors typically receive from the organization in a year? (This is the total of all solicitation messages from all organization sources.)

Question Title

* 37. Total TEXT/SMS stewardship messages MLG donors typically receive from the organization in a year? (This is the total of all non-solicitation messages from all organization sources.)

Question Title

* 38. Total DIRECT MAIL Solicitation packages MLG donors typically receive from the organization in a year? (This is a roll up of total dedicated MLG DM solicitation (ask) touchpoints + organization solicitation touchpoints including general appeals, symbolic gift catalogs, etc.)

Question Title

* 39. Total DIRECT MAIL Stewardship packages MLG donors typically receive from the organization in a year? (This is a roll up of total dedicated MLG DM stewardship touchpoints + non-solicitation organization touchpoints including planned giving newsletters, annual tax statement, impact reports, etc.)

Question Title

* 40. Total EXTERNAL TELEMARKETING solicitation touches MLG Donors typically receive from the organization in a year? (This is a roll up of external solicitation executed by a third-party vendor.)

Question Title

* 41. Total EXTERNAL TELEMARKETING stewardship touches MLG Donors typically receive from the organization in a year? (This is a roll up of external stewardship and engagement executed by a third-party TM vendor or concierge.)

Question Title

* 42. Total INTERNAL PHONE solicitation touches MLG Donors typically receive from the organization in a year? (This is a roll up of internal solicitation executed by MLG staff, Relationship Managers or Gift Officers.)

Question Title

* 43. Total INTERNAL PHONE stewardship touches MLG Donors typically receive from the organization in a year? (This is a roll up of internal stewardship and engagement executed by MLG staff, Relationship Managers or Gift Officers.)

Section: Expand on Responses

Question Title

* 44. Use this field to share any expanded responses to questions in Part A. Include the question number and additional notes or comments.

Suggested Topics for Discussion at the Summit?

Question Title

* 45. Topics you want to discuss at the summit?
This is your opportunity to identify any topics or content you would like the facilitators to include as general session or breakout meeting discussion items during the summit:

Thank you for completing Part A of the MLG Benchmarking Survey. 

Please click Done to submit the survey. 

When done, return to the main survey page to link to the remaining parts (B, C and D) of the survey.
Link: https://dmfa.org/mlgbenchmarking/mid-level-giving-benchmarking-meeting-survey/
 
 100% of survey complete.

T