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:

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


1. A Moves Management Table


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


2. A Custom Table Roster


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

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request