027: Boost your major gifts with ‘moves management’

(Podcast audio will load here shortly.)

The 'moves management' system is a great way for you to boost your success in the area of major gift fundraising. Moves management is a way of efficiently but effectively managing the major donors, or prospects, you have in your school community, so in this episode I want to explore what the system is, why you should use it and to outline a five step process to get you started.


Firstly, I consider the 'major gifts pipeline', the way that fundraisers manage people who have the potential to give a major gift to their organisation. I examine the stages of the major gifts pipeline from identification, qualification, cultivation and solicitation to stewardship.


Then, I go on to consider moves management, to explore how the system works and why you should use it in your school. I outline the advantages that can come from systematising the process of moving people along the pipeline, to make it feel personal to prospective donors, but without sacrificing the quantity of prospects you can look after. I look at the benefits it can bring, not only to the school, but to the prospective donors as well.


Finally, I outline a five step process to help your school get started with the process of moves management, starting, not with a database or IT system, but with a brainstorming session. Then I suggest moving through a reflection stage, then organising your ideas and preparing the system itself and, finally, personalising the process for each prospect.


Episode highlights

  • What is the major gifts pipeline? (02:33)

  • What is moves management? (06:30)

  • Why should you use it? (07:55)

  • How much is it used? (11:55)

  • The five step process to get started (13:04)


References and resources

Episode 11: Major gifts fundraising: Overcome these four barriers to boost your income


Episode 25: Fundraising mindset: Three shifts you may need to make


IDPE and Graham-Pelton's ‘Schools' Fundraising and Engagement Benchmarking Report 2018'

Sign up to Juliet Corbett’s newsletter at www.consultjuliet.co.uk/signup to find out about upcoming School Fundraising Q&A sessions


Find out more about Juliet Corbett’s work and discover a host of free resources at www.consultjuliet.co.uk

Bursts of fresh thinking straight into your inbox

Sign up for some fresh thinking on income generation for your independent school. New insights and analysis of trends across fundraising, marketing and commercial ventures, all sent straight to your inbox.

 

(You'll see a thank you message when this form is submitted - if you don't see this message please try clicking 'Sign me up' again.)

I care about your data and privacy. You will be able to unsubscribe at any time.

  • LinkedIn Social Icon
  • Twitter Social Icon

Exeter, Devon, United Kingdom

juliet@consultjuliet.co.uk

+44(0)7980 866 925

© 2021 Juliet Corbett Consulting