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Jeff Grandy

Jeff Grandy

Jeff Grandy, M.Ed., Vice President of Client Development at Catapult Fundraising, specializing in major gifts, capital campaigns, and planned giving.

Sep 20, 2026

3:04
Why is planned giving important, Jeff? Why should all nonprofits be thinking about legacy giving as part of their overall fundraising strategy?
3:13
Legacy giving has the opportunity to transform one's organization, and I think, you know, something for me that sort of where the little light bulb went off, I worked in public media, was hired as a major gift officer.
3:27
I didn't like my title.
3:28
I was like, "Ah," you know.
3:29
It was, it was hard for donors to grasp.
3:31
And I really like data.
3:34
I could understand trends and patterns.

13 MINS LATER

16:22
So how can we have that first conversation? How do we get into this topic if we're a little hesitant to do so?
10:14
So how do you think about and talk about that definition in this community?
10:19
We've left that definition open to our community members so that it's not defined because I've worked with different organizations on their mid-level programs.
10:28
And for some organizations, mid-level starts at $250 gift.
10:33
For other organizations, it starts at 50,000.
10:36
And so using the dollar metric is not an identifier of mid-level, right? And so everyone, if they go back to like the middle, you mentioned middle child.
10:48
How I like to sort of refer to this, this is more of like the donor that's asleep in the data.
10:53
So if someone is analytical or they have great database person, it's like run, do some segments and see which segments do not naturally upgrade on their own.
13:51
Is it phone calls? Are there other engagement touch points that you recommend for the folks who are like, how do I even begin to acknowledge the fact that we have these mid-level donors? What are some of the things that you two recommend or that you've heard recommended in some of these gatherings of just where to start?

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