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Donor Prioritization & Upgrade

Upgrade donors with purpose and precision

Upgrades don’t happen by accident. We help you identify donors who are ready to increase their engagement, map intentional advancement pathways, and create experiences that strengthen commitment — so value grows with purpose, not pressure.

Design donor growth with intention

Upgrades don’t happen through bigger asks—they happen when you truly understand your donors. We help you uncover real capacity and affinity, identify who’s ready to deepen their support, and build clear pathways that encourage natural progression. Along the way, we shape experiences that strengthen trust and long‑term relationships. Research shows that donors who report being very satisfied with their experience are twice as likely to give again, yet few organizations measure or manage that satisfaction. As Trent Ricker, AGP’s CEO, reminds us, “If you’re not building loyalty, you’ll be caught in a dangerous cycle.” Our approach turns that cycle into sustainable donor growth.

Advance donors across every channel

Upgrades succeed when every channel works together—not in silos. We build coordinated journeys across direct mail, email, digital, phone, and personal outreach, ensuring donors experience rising relevance as their commitment deepens. Multichannel connections strengthen trust, a key driver of repeat giving.

Find the donors ready for more

GivingDNA reveals who has the capacity, affinity, and intent to support at greater levels—long before gift size shows it. By blending behavioral signals with wealth and demographic insights, organizations can identify true upgrade potential and move donors with precision, not guesswork. Data‑driven targeting consistently accelerates major‑gift pipelines.

Grow mid-level & major donor value

Donor upgrade programs thrive when sustainers and mid‑level donors feel seen, and when planned giving and major‑gift prospects feel inspired. We design stewardship and engagement that elevate trust, deepen satisfaction, and expand commitment—qualities proven to double the likelihood of continued giving and long‑term donor growth.

What We Offer

Services and technology designed for donor prioritization & upgrade

We Help You Identify Upgrade‑Ready Donors and Design Purposeful Journeys.

Start transforming donor potential into sustained revenue.

The right insights change everything. AGP equips fundraisers to recognize upgrade readiness and create journeys that deepen commitment and long‑term value

Ryan carpenter
VP, Donor Engagement, AGP 

Experts

Our Strategists

Ryan Carpenter

VP, Client Success

Kristin Priest

VP, Client Strategy

Kim Richardson

AVP, Client Strategy

Colleen Patel

Senior Customer Success Manager

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What is Mid-Level Giving? + How It Fosters Loyal Support  

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