Moves Management builds 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 Cloud 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.
Some organizations seek to enhance the standard tool to track addition fields / properties and enhance with process automation.
This class will review the process and principles of Moves Management; what is it, and how does it work? We will walk through the standard solution to help you identify how it can work for your organization. It will also highlight ways that you can tailor the Moves Management area to match your organization’s unique reporting and tracking.
How you will benefit
You will be aware of fundraising tools throughout iMIS Cloud:
- Review Moves Management Principles
- Learn how Moves Management ‘Out of the Box’ may work for you
- Learn how to copy and tailor Moves Management
Anyone responsible for one-on-one fundraising in your organization will benefit from this Moves Management class.
While this program is designed for users of iMIS Cloud 300—Enterprise , clients of iMIS Cloud 200—Professional may also benefit.
For more information, please feel free to review our detailed class page (including a downloadable brochure), or to learn more about our AYD classes in general, please check out our FAQ sheet.
Note: The times listed for this class are based on North American Eastern Standard Time. Details for accessing this At Your Desk class will be emailed to you approximately 24 hours before the start of the class.
Reminder: This session will be recorded, and the recording will be made available to all attendees. By registering for and attending the session, you give permission to ASI to record, reproduce and distribute the audio/video recordings from this training session. This session should be considered a public forum.