Donor Moves Management Template

Cover page of the Donor Moves Management Template showing a cycle to represent the donor moves cycle
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Moves management fundraising is a systematic approach to donor engagement that guides fundraisers to shepherd donors from one donor type to the next by making “moves”. Donor moves management provides you with a replicable process that increases donor retention and average donation amounts. Use this template to systematically track your efforts and set yourself up for success.

By downloading this template, you’ll be able to:

  • Track and understand the stages of move management.
  • Cultivate stronger donor relationships.
  • Appropriately segment your donors to send them targeted and personalized communications.