iMIS Fundraising: Moves Management

Moves Management helps build revenue sources in many organizations. It can be applied to a variety of one-on-one cultivated relationships such as Individual Major / Planned Gifts (aka Legacies), Foundation Proposals and Corporate Giving.
 

iMIS includes a Moves Management tool to help track major gift officer portfolios and to-do reminders to cultivate a donor and move them from a prospect / annual donor through to a large gift / pledge.

In the iMIS Fundraising: Moves Management course we will cover the purpose of Moves Management and how to use the tool out-of-the-box.

How you will benefit

Following this course you will be aware of:

  • Purpose of Moves Management
  • Moves Management Terminology for iMIS
  • How to designate a Moves Manager
  • How to assign a Moves Manager to a donor
  • Donor Account Pages
  • Using Cultivation Plans and Activities
  • Moves Management Dashboard and Reporting

 

Who should attend? 

This course is ideally suited for Fundraising Managers and Administrators

iMIS Version

  • iMIS Enterprise (20-300)
  • iMIS Professional (20-100/200)* (PLUS module requiring additional licensing)
  • iMIS 2017*

Delivery Method

Duration

  • 20 minutes

Pre-Requisites

Course Code

  • FUNDMOVE

Delivery Methods Key

 

The iMIS Learning Subscription gives you access to all our training offerings in a blended learning environment, including:

  • Online learning - learn iMIS at your own pace, at your own convenience with our ASI Learning Hub.
  • Instructor-Led Courses - register for a course in your nearest region with a live trainer
  • Ask the Coach -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach