Moves Management

Securing major gifts is an incredibly strategic effort and very fluid. Over time, it is easy to let a prospect fall through the cracks or suddenly realize you are spending too much of your time on a small group. Each step you take with a prospect, from the first communication to receiving a gift, needs to be carefully tracked and planned for. In the nonprofit world, this tracking process is referred to as moves management. Eric will help you formulate a sustainable system to keep all those plates spinning as you advance prospects through stages to the eventual solicitation. He will guide your team on best practices, setting and monitoring metrics, and reporting/analysis of your moves management success