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Donor or Moves Management

Moves Management is a methodology for managing donor relationships, developed by David Dunlop, which moves prospective donors through a series of phases and specific Moves designed to deepen the relationship. Typical phases are Research, Qualification, Cultivation, Solicitation, and Stewardship. Here's a nice overview of the system:

http://www.prosperfundraising.com/pdf/moves_management.pdf

The Databank can be configured to work with Moves Management and consists of 2 parts.

 

1. A Moves Management Table

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Here's an example of what the management note for a constituent in your Databank would look like.

 

2. A Custom Table Roster

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This Custom Table Roster can function as your 'To Do' list within the Moves Management system that you can use for easy follow ups.

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