Transforming Donor Relationships

When moves management was first introduced as a strategy to help fundraisers manage their caseloads, it was a step forward in putting some much-needed structure around the donor pipeline. 

But now, some non-profits have taken the idea too far. A lot of organizations have gotten stuck on rigid definitions of what “stage” a donor is at. Moves management has led to these metrics that have caused fundraisers to forget about how actual relationships work.

In this podcast episode, Richard and Jeff share an alternative approach to caseload management that will allow you to move your focus back to your donor.

Show Highlights: In this episode, you’ll learn about… 

• Having a mindset of cultivating donors all the time, instead of designating a status for “Cultivation”
• How to stay focused on the donor relationship, rather than the stage
• How to advocate for this new approach when leadership has only known moves management