Moves Management Relationships

According to fundraising expert William Sturtevant, natural partners are those who already have organic relationships with a prospect and can provide information that helps develop a strategy to cultivate a productive relationship with the prospect. Each prospect has one primary natural partner, but often many secondary natural partners, and each can play a role at different points of the cultivation process. For example, the primary partner can help you learn about the prospect’s charitable interests, while secondary partners may play a role later in the cultivation to help define your approach and set up a personal meeting. When you work with natural partners, you can cultivate new prospect relationships with them, so they may also become donors or help assist in solicitation.

Centers of influence include people in a prospect's network or circle of friends, such as personal friends, colleagues, acquaintances, and other natural partners who can provide information about the prospect. Centers of influence may have active relationships with the prospect, or they might have known each other in the past.

When you add the moves management field set, three types of relationships are automatically added. These are used to track relationships between your solicitors and constituents.

• Center of influence/Major gift donor

• Primary partner/Major gift donor

• Secondary partner/Major gift donor

You add relationships on the Relationships tab on constituent accounts. For more information about adding relationships, see Add a relationship.