027: Boost your major gifts with ‘moves management’

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 HighlightsWhat 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 resourcesEpisode 11: Major gifts fundraising: Overcome these four barriers to boost your incomeEpisode 25: Fundraising mindset: Three shifts you may need to makeIDPE 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 sessionsFind out more about Juliet Corbett’s work and discover a host of free resources at www.consultjuliet.co.ukThank you so much for listening to The Independent School Podcast. I would be grateful if you could spare a couple of minutes to send me some feedback here. This helps me make the podcast as helpful as possible to listeners. Thank you!