Moves Management Codes

Tip: This module is available for clients in the United States and Canada. To take advantage of the moves management functionality, add the defined field set for moves management. For information about how to add a defined field set, refer to Defined Field Sets.

For information about the prospect evaluation grid, including guidelines for evaluating financial capability and cultivatable interest, refer to The Prospect Evaluation Grid (PEG).

Financial Rating -- Based on the PEG ratings, these are used to classify constituents in regard to their net worth.

  • Below 20th percentile

  • 20th percentile

  • 30th percentile

  • 40th percentile

  • 50th percentile (Middle class affluence)

  • 60th percentile

  • 70th percentile

  • Second ten percent

  • Top ten percent

Gift Rating -- Use these to classify constituents by potential gift amount.

  • 25,000 - 50,000

  • 50,001 - 100,000

  • 100,001 - 250,000

  • 250,001 - 500,000

  • 500,001 - 750,000

  • 750,001 - 1,000,000

  • 1,000,001 - plus

Interest Rating -- Based on the PEG ratings, these are used to classify constituents in regard to their interest and knowledge about your organization.

  • No idea what interests are

  • No interaction or involvement

  • Knows we exist, no contact

  • Knows we exist, in a leader's network

  • Aware of us, no affiliation

  • Interested, not involved

  • Involved, or had a good experience with us

  • Very dedicated and involved

  • Most dedicated and involved

Moves Status: one of five rating points assigned to a constituent to indicate the current status in the moves management process.

  • Solicit

  • Cultivate

  • Qualify

  • Stewardship

  • Inactive