What Is Moves Management?

Moves Management is a term which is used mostly in Non-profits to manage the Donor experience.

It is a very vital process for Non-profits and plays a key role in fundraising.

As described by David Dunlop, creator of the system “The moves concept focuses major gift fundraising on changing people’s attitudes so they want to give. To do this, we take a series of initiatives or moves to develop each prospect’s awareness of, knowledge of, interest in, involvement with, and commitment to the institution and its mission.”

It is a process of cultivating a donor until you reach the stage of stewardship. Moves are nothing but actions that an organization can take to establish the relationship between donors, make them aware of the organization and the giving opportunity and build the interest for contributions.

Key Factors In Moves Management?

The cultivation process must be according to a plan or directed by some mission. The best thing about this process is that it focuses on the donor and not the donation amount. However, the ultimate goal for cultivation process is a pledge or a major gift.

Moves Management help to organize the process of reaching out to the donors, constantly engaging them and increase their awareness, interest and commitment to the cause.

Here are some of the key factors for a successful moves process

• Rating the Donors based on your interest and giving capacity
• Categorizing the Donors
• Specialized Plan for each category
• Assigning a Donor Officer
• Incorporation of Social Data to increase incorporation and Interests
• Monthly review of the plan

How Can NPSP Help In Moves Management?

Now the question, is there any application which can actually streamline the entire moves management process for you with very minimal effort and customization?

The answer is a Big Yes!!

Salesforce’s NPSP pack comes with a OOB feature exclusively for Moves Management. If you have the process all thought through, it can be configured in Salesforce with just few clicks.

You can plan all of your phone calls, emails, meetings, events, and follow up as tasks with reminders with Salesforce. Configure it once and let Salesforce do the rest.

**1. Move manganate process can either be automated or triggered by a donor officer **

• Leverage the power of Levels to automate the process.
• Score the Donor based on their Engagement with the nonprofit, previous giving history and assign them to different levels.
• Each Level can have a specific plan tied to it. For e.g. – Gold, Silver, Bronze etc.
• Each Donor gets their own customized cultivation plan

2. Structure your each move and track them efficiently using Engagement Plan

• Engagement Plan can be tied to a Level to automate the Moves or Tasks.
• Moves can be created as Tasks (phone calls, emails, meetings, events, and follow up as tasks with reminders) tied to the Engagement Plan
• Automated reminders for Tasks
• Sync Outlook and Google Calendars with Salesforce.

3. Leverage Salesforce1 mobile app

• Since it is a cloud based solution, it can be accessed through internet.
• Take notes and update records in Salesforce at real time during donor meetings.

4. Use Salesforce Marketing Cloud

• Easy to create Email Template – Very easy drag and drop feature to create monthly newsletters, event invites and other messages without the knowledge of HTML
• Create Personalized Email Content based on Donor’s behaviours and interest.
• Use Journey Builder to build one to one relationships with Donors
• Leverage the power of A/B testing to test Subjects and Content
• Use Salesforce Social Studio to run fundraising campaigns in Social Media and automatically post content and track the response. Few examples Marketing automation can be used in Moves Management Cultivation

1. Create a Survey with Donor and create customized emails

2. Enroll contacts into specific campaigns and run drip campaigns based on their Interest Solicitation

3. Run report of Donors based on their Last Gift Date and send renewal emails

4. Create Renewal Drip Campaign for upgrading the Donors.

5. Report on the progress and analyse the Donor Cultivation Process using Salesforce Reports and Dashboards

• NPSP comes inbuilt with number of reports and dashboard to analyze the Constituent Data, Relationships, Membership Renewal, Fundraising reports. Refer
• Additionally reports and dashboards can be easily be configured using the Drag and Drop tool for reporting available OOB.
• Apsona for Salesforce is also a great add on to NPSP for Reports.

Reference –

http://www.salesforce.org/enabling-moves-management-process-npsp/

https://powerofus.force.com/articles/Resource/NPSP-Documentation

https://powerofus.force.com/articles/Resource/NPSP-Reports-Workbook