Moves Management Best Practices

The steps you take to acquire donors and gifts — such as when you visit prospects, ask for giving, and cultivate donor relationships — are known as moves. With moves management, your organization uses a set system of policies, procedures, and practices to help guide these steps and increase the success rate of your fundraising efforts. An effective moves management process moves prospects through a series of milestones as they transition to engaged donors and helps improve your overall constituent relationships, solicitation strategy, and goal analysis. As you determine your organization's moves management process, we recommend you consider these best practices.