Demonstrating progress beyond £

Just as the tools with which a scientist investigates the world can affect the outcome of the experiments themselves, so too it is with fundraising. If your moves management system is missing critical elements, then your fundraising is missing critical elements.

Moves management is, by definition, the process of categorising the relationship stage of your prospects, from identification through to solicitation and stewardship. This allows for pipeline reporting, so you can see the current health and volume of your fundraising potential.

A good reporting system will be able to report pipeline stagnation, prospect status, prospect volume, number of asks, number of personal visits, the action range by each fundraiser, and funds secured.

A moves management system should also include recording donation potential for each prospect. This not only allows for prioritisation of the prospect pool, leading to a better use of resources, but also ensures that adequate due diligence is taken when accepting donations. It’s hugely important that donors can ‘deliver’ on their promises if donating over a period of years. If this is not checked, a charity could be left in a vulnerable position.

Having this system in place also helps raise accountability. Since major gifts can take quite some time to secure and fulfill, it is important to be able to show progress in a quantitative manner. Having a series of reports that show prospects ascending through relationship stages will reassure Trustees of progress, without necessarily having to have large donations from the outset.

A moves management system is more than just focussing and reporting on an institution’s fundraising progress. It also embeds and crystallises institutional memory. If relationship stages are not currently recorded on your database, then your charity runs the risk of losing all that subjective knowledge if a fundraiser were to suddenly leave.

Click here for more insights about the IDPE and Graham-Pelton Benchmarking Survey results, and the way your organisation may benefit from our findings.

All Services

Fundraising Strategy

  • Annual giving
  • Planned giving
  • Principal and major gifts
  • Risk assessment


  • Planning studies
  • Campaign strategy and counsel
  • Campaign assessments and audits
  • Communications
  • Coaching

Attraction and Retention

  • Donor relations
  • Alumni relations
  • Grateful patient programs
  • International scoping
  • Member relations

Organizational Effectiveness

  • Operational assessments
  • Talent assessments and development
  • Training and engagement
  • Interim staffing

Business Intelligence

  • Prospect profiling
  • Database optimization
  • Wealth screening and analysis
  • Fundraising metrics


By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.