Moves management

Features

• Build structured cultivation plans for individuals or groups

• Define actions like calls, emails, meetings, and event invites

• Assign tasks to staff with deadlines and reminders

• Log activity and notes directly in donor records

• Sync task calendars with Outlook or Google

• Generate reports on plan performance, activity, and outcomes

Benefits

• Keep everyone aligned with shared engagement plans

• Ensure timely, consistent communication with top donors

• Manage major gift cultivation efficiently across your team

• Identify what’s working (and what’s not) with built-in reporting

• Prevent donor neglect and missed opportunities

• Improve collaboration and accountability in your fundraising efforts

Identify major gift prospects

• Find and prioritize high potential supporters

• Use filters and key reports like Top Donor Listing and Giving History

• Highlight loyal donors, recent upgrades, or long-lapsed givers

• Pinpoint high net worth individuals with capacity to give

Build a Moves Management plan

• Create structured outreach paths for every top donor

• Set fundraising goals and a timeline for each plan

• Define up to 60 custom “moves” like calls, meetings, and follow-ups

• Assign each move to a staff member with a due date

Track donor engagement

• See lifetime giving totals at a glance

• View a donor’s complete giving history and all “moves” logged

• Alert your team to major gifts or giving milestones with SmartActions

• Keep plans moving with timely reminders and task tracking

Measure and improve results

• See overall plan results, including money raised, largest gifts, and completed moves

• Compare performance across multiple plans

• Spot potential issues and refine your donor cultivation strategies over time