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Every organization would like to see their major gift prospects turn into donors. A
moves management strategy can help your organization achieve this by helping
fundraisers systematically track and move prospects through a series of contacts or
“touches” to prepare them for solicitation. This helps to coordinate solicitor activities,
streamline daily operations, and ultimately improve bottom line results.
Creating an effective system to sort, update and track moves management data by a
number of categories is essential for the success of the program. The Raiser’s Edge
has this ability to track, analyze, and report on all “touches” with prospective donors.
Using ‘Actions,’ you can record every piece of vital data collected during a phone call,
meeting or email that “moves” the prospect toward solicitation. The ability to see what
communication has taken place with a particular constituent, as well as what was said
in each of those exchanges is invaluable in the planning and management of solicitor
moves.
Many non-profits have the problem of too many tasks and not enough manpower. To
have an Action be created in the system every time the phone is picked up may be too
much to ask. In these cases, ‘Action Tracks’ can be set up for different categories of
moves. Instead of being retroactive, the system becomes a proactive coach. Suppose
that there is a recognized major-gift process that your solicitors follow. An Action Track
can be created that not only prompts solicitors through their outlook calendar and
other notifications, it is always on time. Perhaps the best feature is that Actions in
Tracks can be made conditional. A Track can specify certain actions based upon other
actions having been completed, and all of a sudden, instead of trying to remember
what has happened and what comes next, your whole organization will have a system
(politely) reminding you to do your job. And that leaves more time for you to do your
job.
If you would like to learn more details about how your organization can customize the
‘Actions’ in your Raiser’s Edge to better serve your moves management program,
contact Kheng Chow Consulting today.
(Source: Moves Management In Our Digital Age - Nathan Shaver, 2005)
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