Moves management

Standardize your engagement strategy

moves management screen

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Today’s donors are inspired by an ongoing personal connection to your cause. Moves Management features within your fundraising software allow you to create a standardized engagement strategy – establishing a strategic path of trigger actions and follow-up activities to connect with donors in meaningful, measurable ways.

The Moves Management module in DonorPerfect gives you the ability to map out a specific set of actions for a specific group of donors. For example, you can create a path to solicit donations from major donors through phone calls, emails, and meetings. Each action is assigned to a team member, and once completed, they will be prompted to schedule the next action.

Moves management features and benefits

Benefits

  • Ensure everyone follows the same fundraising plan
  • Measure the success of the overall plan and each phase
  • Execute strategies thoroughly, without missing a beat
  • Meet deadlines to attain specific, timely fundraising goals
  • Better understand your success and areas to improve

Features

  • Establish your gift and pledge amount goals
  • Create actions for every touchpoint and internal task
  • Log interactions in constituent records, en masse.
  • Apply a filter to include the right constituents in the plan
  • Add tasks to specific staff members’ calendars
  • Alert staff of upcoming due dates

Report on success and adapt accordingly

  • Track the pending actions for a plan
  • View the completed actions for a plan
  • View detailed statistics about a plan and its progress
  • Compare plans against each other
  • List all associated touchpoints, gifts, and donors

I would recommend DonorPerfect definitely because it is a comprehensive kind of software that you can use not just to track your donors, but for hard data, interpretive data, and doing all the task work (associated) with being an organization that accepts donations.”

Jana Ulven, EOD Warrior Foundation

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