Enabling Your Moves Management Process in the NPSP

Moves Management refers to the process by which a prospective donor is moved from cultivation to solicitation. “Moves” are the actions an organization takes to bring in donors, establish relationships, and increase engagement and contributions. (Wikipedia)

Moves management is the foundation of a successful fundraising environment. There are several key steps in the moves management process, including:

        The focus for major gift officers should be on building constituent relationships with a clear cultivation plan. A fundraising system should support this process by using automation techniques to allow the major gift officers to focus on what is important.

 

moves-management

Indicators – indicators used to determine potential

  • Wealth data
  • Marketing automation scoring
  • Donation history
  • Engagement with organization (event attendance, volunteerism, etc.)

Engagement Score – assessing the indicators and assigning a scope based upon potential
Levels – levels or categories of engagement based on the engagement score
Cultivation Plan – activities that move that donor towards the next engagement level
Reporting/Analysis – meaningful information to analyze effectiveness of moves management process.

The Nonprofit Success Pack (NPSP) offers some key features to help with your automation process:

  • Engagement Levels
  • Engagement Plans
  • Reports and Dashboards

Read full article here

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.