Moves Management

Moves management identifies the policies and procedures used to build relationships with major giving or planned giving donors to secure a major gift from these donors.

The following graphic shows the stages of moves management:

The following table identifies the moves management stages and includes a description of each stage.

Moves Management Stage	Description
Identify	Use queries and reports in Aegis CRM to look for your largest and most loyal donors.
Qualify	Once you identify potential major donors, you should qualify them to determine if they have the capacity and inclination to make a gift to your organization. The Aegis CRM integration with WealthEngine™ gives you a prospects P2G score as well as information related to total assets, gift capacity, and total income on the Major Donor record.
Cultivate	A plan or process that builds a relationship with the prospect, identifies the ideal gift to receive from the prospect, and includes the interactions you estimate it will take to make an ask. When you have identified your major donors and have a plan for cultivating them, you can add notes and follow-ups for the interactions you have with prospects or donors on their Major Donor record in Aegis CRM.
Process	Work through the plan of interactions for building a relationship with the prospect and securing a gift from the donor. Track and manage the different interactions as well as the gifts you receive from the donor on the Major Donor record in Aegis CRM.
Steward	Focus on strengthening your relationship with the donor at all giving levels. Establish a partnership with them that demonstrates appreciation for their gifts and shows how they made a difference to your organization. Analyze the success of your efforts using reports and queries in Aegis CRM and make adjustments as needed to build a relationship with your major donors.

A successful Moves Management program requires analysis, planning, and efficient execution to be successful.