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Moves Management & Raiser’s Edge

Moves Management & Raiser’s Edge. Dan Barney Barney & Associates Consulting Services. Overview. Quick Survey Moves Management Definition Specific Moves Raiser’s Edge Structure Reporting Establishing Protocols Shameless Plug. Quick Survey. Does your shop talk about Moves?

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Moves Management & Raiser’s Edge

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  1. Moves Management &Raiser’s Edge Dan Barney Barney & Associates Consulting Services

  2. Overview • Quick Survey • Moves Management Definition • Specific Moves • Raiser’s Edge Structure • Reporting • Establishing Protocols • Shameless Plug

  3. Quick Survey • Does your shop talk about Moves? • Do you use Raiser’s Edge to track and report on Moves? • Do you have the Prospect Tab? • Is wealth screening used and recorded in RE? • Are solicitors assigned? • Do solicitors have goals? • Do you have a special campaign (capital or otherwise) in play right now? In planning?

  4. Moves Management Definition Moves Management is the process of managing donor relationships. As David Dunlop, creator of the system, described it “The moves concept focuses major gift fund raising 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.” Simply put, Moves Management involves planning the strategies you will employ to further a relationship with a donor and to, hopefully, reach the desired goal.

  5. Moves, put another way Transform a constituent through each of these phases thereby increasing their affinity to your organization: • Suspect • Prospect (Capacity and Propensity) • Donor • Life-long Donor • Legacy Donor

  6. Specific Moves BASIC moves Additional as needed • Identification • Qualification • Cultivation • Solicitation • Stewardship • Assignment • Strategy Development • Negotiation

  7. Raiser’s Edge Structure • Biographical Information • Giving History • Interests/Affinities • Relationships • Actions • Prospect Tab

  8. Raiser’s Edge StructureBiographical Information • Gender • Age • Marital Status • Educational Status • Home Address • Wealth Ratings • Other Applicable

  9. Raiser’s Edge StructureGiving History • Frequency • Recency • Magnitude • Diversity of Giving to Initiatives (AF, Special Events, Capital Campaign, etc.) • Types of Support(Honored pledges, outright cash, gifts-in-kind) • Trending

  10. Raiser’s Edge StructureInterests/Affinities • Alumni of Specific School • Memberships • Volunteerism • Former Client • Committee/Board Affiliation to Organization • Expressed through survey • Other as garnered through prospect management process of major gift officers

  11. Raiser’s Edge StructureRelationships • Assigned Solicitors • Relationships to Organization Stakeholders(internal partners – natural partners) • Family Members • Professional Acquaintances • Friends • Business Affiliations – current and past

  12. Raiser’s Edge StructureActions Arguably, every action a fundraising operation takes is designed to move someone along. Commonly, Action Types capture a myriad of information - some of which are redundant to the Action Category. Looking at a record's actions should inform one as to the essence of the "touches" made. Was this call/email/visit designed to cultivate? Steward? Solicit?

  13. Raiser’s Edge StructureActions Actions are both historical records and assignments of future responsibilities. • Action Type = Move • Solicitor =One responsible for moving to gift • Campaign/Fund/Proposal = Purpose of efforts • Category reflects level of connection • Complete/Status shows progress • Action Tracks are available to mirror Moves

  14. Raiser’s Edge StructureProspect Tab (additional module) While the Prospect Tab is a nice feature to have, it is not required to initiate a Moves program. • Ratings • Financial Information • Gifts to Other Organizations • Classifications (can be an attribute) • Prospect Status (can be an attribute) • Proposals (the Ask; Solicitation move)

  15. Raiser’s Edge StructureProspect Tab Proposals allow an organization to track much of the efforts surrounding the actual solicitation, its intent, projected and real success, etc.

  16. ReportingAction Summary within Move

  17. ReportingProposal Pipeline Reports on Solicitor by Proposal Status Solicitor Names

  18. ReportingSolicitor Comparison Report Solicitor Names

  19. ReportingSolicitor Performance Report Solicitor Names

  20. ReportState of Being (Custom) A variety of custom reports can be produced utilizing this information. Here is just one example.

  21. Establishing Protocols • The above samples are merely that. Each organization must find a set of guiding policies that work best for it. • By creating a data environment that incorporates Moves, one must translate intention into protocol and action into accountability. • Using a consistent coding structure and operating protocols will allow the team to benchmark their progress and improve their effectiveness.

  22. Shameless Plug Dan Barney Barney & Associates Consulting Services 216.338.6072 dan@barneyacs.com www.barneyacs.com (where you will quickly learn why we don’t do websites)

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