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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

A defined moves management framework makes your fundraising efforts more efficient and fosters genuine, long-term connections with donors. What is Moves Management? At its core, moves management revolves around intentional moves, or touchpoints, that bring a donor closer to your organizations mission. Verify contact details.

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Post-Event Follow-Up to Foster Long-Term Donor Relationships

Pamela Grow

By tracking key metrics, you can measure the duration and quality of your donor relationships and identify areas for improvement. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics 147
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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Center for Major Gifts

This approach is known as moves management a structured method of planning and tracking each interaction or move that nudges a donor from initial awareness to a transformational gift. A defined moves management framework makes your fundraising efforts more efficient and fosters genuine, long-term connections with donors. email opens).

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6 Best Practices for Increasing Engagement with Digital Impact Reports

Blackbaud

And once you’ve shared your report with stakeholders, be sure to track engagement metrics afterwards to see how well your report performed and in which ways it could be strengthened in the future. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM 116
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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Sales Ops vs Sales Management. Sales Ops Metrics & KPIs. Performance Metrics Analyses. Contract Lifecycle Management. Selection of Key Sales Metrics to Adopt. Contract Management. Customer Relationship Management (CRM) Platform. Content Sharing and Management. Performance.

IT 161
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Reach Your Target Audience: 5 Effective Segmentation Tips

Pamela Grow

Then, group them accordingly in your constituent relationship management system (CRM), and use the channels they indicate to promote recurring giving. Sync your nonprofit event management platform with your constituent database so you can use your segments to inform your event communications. Demographics. Event communications.

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Using Donor Data to Personalize Your Text Donation Appeals

Ann Green's Nonprofit

Use these donor insights to support your nonprofit’s text-to-give strategies and drive a greater ROI: Donation frequency Donation recency Donation amount Demographics Level of involvement To track these metrics and set your text-to-give campaign up for success, you’ll need the right tools.

Donation 271