Setting up moves management

Major gifts fundraising requires a highly individualized and hands-on approach. Moves management is a system for planning and reporting the relationship between the organization and a potential donor, specifically targeting major gifts.

Your moves management plan can include the identification of your most loyal donors and the steps to cultivating the relationship over a period of time. This increases your understanding of the constituent and enhances their engagement with your organization, so that they are ready to support your cause at the right time.

iMIS Moves Management allows you to provide your staff with a strategic process for a positive and rewarding relationship with their prospects and donors. They record significant interactions during the donor journey, which helps your organization better forecast gift revenue (pipeline). And, because staff are empowered to act strategically, you can meet your goals with greater efficiency.

Each Moves Manager (solicitor) is assigned the responsibility for cultivating a relationship with specific constituents and tracking the progress of the plan. In large organizations, a number of Moves Managers may report to a Major Gifts Manager.

  1. From the staff member's account page, select the Donor Data tab.
  2. Click the icon to edit Donor Info.
  3. Select the Is a moves manager option and Save.
  1. From the donor/prospect's account page, select the Donor Data tab.
  2. Click the icon to edit Donor Info.
  3. From the drop-down, select the Moves Manager to be associated with this contact and Save.
  1. Sign in as a Moves Manager.
  2. Select Fundraising > Moves management.
  3. Select a contact.
  4. Click the icon to edit the Cultivation Plan:
    1. Select the Gift Type and Estimated Value.
    2. Enter the Planned Ask Time.
    3. Select the Cultivation Stage and Quality, for example "Top Priority".
    4. Add any Note that is important to the plan.
  5. Click the icon to edit Cultivation Activities:
    1. Select the Type of activity or move.
    2. Enter the Date and a Note about the activity.
    3. Enter a Follow Up Date and Note, if desired.
  6. Save and Close the window.