"Moves Management" PDF Training | Major Gifts and Grants

Another incredibly useful process that you can begin using today is called, “Moves Management.” Enclosed in this download is a bonus training guide to help you develop a framework for your major gifts initiatives.

Moves Management is a simple process that will help you track the status of your individual donor relationships – from identifying who may be you best prospects for a major gift, to asking them to give, to receiving the gift – every step of the way.

And what’s even better is that the move you begin to use this process, the easier it become. The first year is always the hardest as you’re laying the groundwork and are learning a LOT… but after year one? You’ll begin to really climb… continuing the process and building upon it.

The terms below will help you track the progress of your individual major donor relationships:

Prospect Statuses:
* Identification/Discovery
* Qualification
* Cultivation
* Solicitation
* Stewardship
* Stewardship – pending
* Stewardship – funded
* Stewardship – not this year

If you want to see other nonprofit fundraising templates and resources, check the rest of my shop: https://thefundraisingshop.gumroad.com/

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