Taking a prospect from an unknown individual, foundation, or company to a consistent and committed long-term donor can be a long and challenging process. To help ensure success, education, healthcare, and nonprofit organizations employ a series of actions and strategies to effectively move prospects through the donor cultivation cycle. This process is known as moves management. It encompasses the actions your development team takes to “move” a prospect from identification to long-term donor.

What You’ll Learn:

  • Discover strategies for finding new giving opportunities through peer referrals, event attendees, and comprehensive Fundraising Intelligence.
  • Learn how to evaluate and prioritize prospects based on their ability and likelihood to give, using customized scores and profiles.
  • Understand the steps to build relationships, make informed gift asks, and maintain long-term donor engagement through effective stewardship.

Download this Cheat Sheet