A structured process for guiding a prospective major donor through a series of intentional steps toward a gift.
Moves management is a systematic approach to building relationships with major-gift prospects. Each "move" is a deliberate action, such as a meeting, a tour, a personal note, or an invitation, designed to deepen the prospect's connection to the organization and move them closer to a significant gift.
The process typically flows through stages: identification, qualification, cultivation, solicitation, and stewardship. Gift officers track where each prospect sits in the pipeline and plan the next move accordingly, much like a sales pipeline in the for-profit world.
Effective moves management requires recording every interaction and planned next step, which is why fundraising teams lean on a fundraising CRM to keep prospect activity organized across the whole team.
See it in Kindly
A large donation that is significant enough to warrant individualized cultivation and stewardship.
The process of building a relationship with a prospective donor to prepare them for a future gift.
The practice of gathering information to identify and evaluate potential major donors.
Software that tracks donors, gifts, and relationships to help nonprofits raise and steward money.
Manage donors, volunteers, members, and events together in one nonprofit platform, for one predictable subscription with no cut taken from donations.
