Moves Management Overview

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 specific fields included in this set, refer to Moves Management Codes.

Moves management is a cultivation process in which fundraisers manage a series of steps, known as moves, for each prospect. Although these steps vary depending on the individual prospect, each step "moves" the prospect from attention, to interest, to desire to give. Fundraisers continually move prospects toward their next gift. For an overview of the solicitation process for moves management, refer to Solicitation Process.

Each "move" represents a separate contact that your organization had with the prospect.These include emails, phone calls, letters, faxes, face-to-face conversations, and planned events. Most moves don't involve asking the prospect to make a gift. Instead they cultivate affinity for your organization. For example you might discuss community issues, with a prospect at a dinner party and of the issues is the focus of your organization. During a dinner party, you don't ask the prospect for a gift, but you do build a relationship. You want to make an impression on the prospect regarding your organization or a giving opportunity. Try to make one move per month. For information about how to prepare for a move, refer to Create Goals for Each Move.

Cultivating prospects for major gifts is a very personal process. You nurture your or organization's relationship with the prospect. You must also consider other people or organizations related to the prospect, including Alma maters, parents/children, spouses, friends, and employers/employees. Use these relationships with "natural partners" and "centers of influence" to make your contacts with the prospect more effective. For information about natural partners and centers of influence, refer to Moves Management Relationships.

As you learn about the prospect, add relevant information to the user-defined fields on the prospect's account. For general information, refer to Accounts .

To evaluate the prospect's financial capability and interest in supporting your organization, refer to The Prospect Evaluation Grid (PEG).