Mid-level giving is often treated like a pass-through tier. But that assumption is starting to break. 

As small donor participation declines and revenue becomes less predictable, mid-level donors are emerging as a primary driver of both stability and growth. At NAMI, that shift is already underway, and is delivering measurable results. 

In this session, we’ll walk through how NAMI rethought its mid-level program, what changed, and why it’s working. You’ll hear directly from NAMI and AGP experts about the strategies that strengthened performance: from lifecycle management and segmentation to more intentional donor experiences. 

This is a case study, but it’s also a playbook. We’ll focus on the practical changes you can apply to your own program and give you a chance to ask questions about your own mid-level challenges.  

You won’t want to miss this session if you are a fundraising leader or practitioners responsible for mid-level strategy and performance, including: 

  • Mid-level & Major Gifts
  • Donor Prioritization & Upgrade
  • Health & Human Services
  • Nonprofits

Hosted By

Ryan Carpenter

Ryan Carpenter

VP, Client Success

Ryan Carpenter serves as Vice President of Client Success at AGP, bringing deep experience across donor engagement strategy, with a particular focus on mid-level donor identification, retention, and upgrade. His background spans agencies, nonprofits, and technology platforms, including GivingDNA, where he helped shape data‑driven approaches to donor engagement. Known for his ability to untangle complex data, Ryan identifies hidden trends and builds multi‑channel strategies that strengthen donor relationships, unlock mid- and major gift potential, and support sustainable growth.

David Sacchetti

David Sacchetti

AVP, Client Strategy

David joined AGP in 2017 with experience spanning nearly two decades. In his role at AGP, David is responsible for driving results for his clients through building robust partnerships, understanding his client’s unique challenges, and using his marketing and fundraising background to help them achieve their goals and provide excellent client service. Some of his strengths include integrated marketing and branding, direct response fundraising, including telemarketing, and digital campaigns.

 

David has a passion for helping organizations advance their mission and realize their goals by providing leadership and strategy through a variety of marketing, branding, communications and fundraising initiatives. David has led transformational change and incredible results for some of the nation’s leading and most complex organizations and missions, including JDRF, Muscular Dystrophy Association, International Justice Mission, National Alliance on Mental Illness, Michael J. Fox Foundation and PAN Foundation.

Summer Parrish

Summer Parrish

National Director of Individual Giving & Development, National Alliance on Mental Illness (NAMI)