Moves Management and the Donor Life Cycle

What is Moves Management?

Moves management is a term used to describe the plan your organization sets in place to “move” an individual through the donor life cycle. There are broadly four stages in the donor life cycle — identification, cultivation, solicitation, and stewardship.

As your donor progresses in their ‘life cycle’, you will develop a stronger relationship with your donor and learn why they give. Each stage can be broken out into smaller stages depending on the size of a gift officer’s portfolio, or the time and resources available to the organization. By establishing plans for each stage, you can work with a large portfolio of donors and provide each one with a personalized giving experience.

Click here to learn more about the following non profit moves management stages:

• Identification Stage

• Cultivation Stage

• Solicitation Stage

• Stewardship Stage

Effective moves management comes down to establishing a plan and keeping organized. This is one reason why nonprofits are encouraged to use a CRM to manage their fundraising plans and donor information. Julep includes a Moves Management feature that helps you walk through the steps mentioned above. Whatever the size of your donor portfolio, the Moves Management feature allows gift officers to efficiently and strategically maintain their pipeline. Want to learn more? Sign up for a Julep CRM demo today!