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Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs

NonProfit PRO

Join our expert panel featuring two seasoned fundraising experts as they cover the state of portfolio management and share best practices for when to move up or move out. Key topics include the keys to seamless donor relationship continuity and how to build internal processes to support smooth gift officer transitions.

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4 Steps in a Major Gift Moves Management Process

Top Nonprofits

That means that building a reliable, sustainable major gift moves management process is more important now than ever. Moves management describes the steps of the major donor journey, from solicitation to renewal and upgrade. That’s why asking for a major gift in the right way is essential to effective moves management.

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I Don’t Like the Term “Moves Management”

Veritus Group

Instead of moves management and grouping donors by relationship stage, fundraisers should have a mindset of cultivating donors all the time. The post I Don’t Like the Term “Moves Management” appeared first on Veritus Group.

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Leaders on the Move – Nonprofit HR Names New Managing Directors

NonProfit HR

Antonio Cortes has been selected to lead Nonprofit HR’s Equity, Diversity, Inclusion & Justice practice (formerly DEI) as the new Managing Director! The post Leaders on the Move – Nonprofit HR Names New Managing Directors appeared first on Nonprofit HR. His first day is July 1st!

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Here’s what’s missing from moves management.

iMarketSmart

Something about the term moves management has always made me feel uneasy. When I first heard the phrase I figured it was all about managing the moves fundraisers make to get donors to move forward in the decision-making process, and I was right. They start making moves. of touches/contacts. #

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When it comes to “moves management,” are you concerned too?

iMarketSmart

First, what are we really talking about when we say moves management ? Wikipedia says , “moves are the actions an organization takes to bring in donors, establish relationships, and renew contributions.” ” So, moves are what the fundraiser does. Moves are activities. Are they trying to manage me?”

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What’s really wrong with moves management?

iMarketSmart

A lot of people feel uncomfortable with moves management but they don’t know why. Sure you need to map out your process, set up tasks and ‘make your moves’… But what about theirs? Should you consider spending some time contemplating your donors’ consideration process in addition to managing yours?