Making educated decisions about cultivating major gifts requires easy access to a wide variety of information. Donor information, giving history, research results and outside data are all important to a successful request.
Our moves management solution makes it easy to track, manage, and analyze all of your major gift solicitations. Identify and target major donor prospects and store all contact details to help you build strong relationships, prepare for solicitations, and secure major gifts. Detailed reporting capabilities allow you to track the status of grant requests and associated dates. You can efficiently manage a successful major gifts program for your organization.
Download Moves Management brochure (PDF, 76K)
Benefits of our Moves Management solution:
- Identify and track major gift opportunities
- Manage prospect lists by segregating them from your donor database
- Categorize and track all donor contacts with a flexible structure that allows status/action coding
- Record milestone dates
- Monitor return on investment, donor retention, and performance of vendors, proposals, and segments
- Assign roles and tasks to individuals or groups inside or outside your organization
- Use in conjunction with foundation and family linking
Features of our Moves Management solution:
- Identify and target major donor prospects and store all of their contact details in one location
- Manage all active proposals from one screen
- WealthEngine integration allows immediate updates to a donor's giving potential
- Create annual income projections for multi-year grants
- Ad Hoc reporting allows custom mailing and solicitation lists to be generated easily
- Print detailed reports that track the dates and status of grant requests
- Track and view all major donor contact histories including meetings, phone calls, emails, letters, events, etc.
- Assign primary and secondary solicitors to each major donor
- Upload and attach relevant documents including proposals, text, graphics, and contracts for your campaigns
- Schedule follow-up activities automatically
Maximize the success of your organization's fundraising program by combining these related solutions:
Contact Management Direct Mail Marketing Email Marketing Prospect Research Reporting and Analytics Volunteer Tracking
