Overview
The Major Giving Portfolio provides an easy-to-use interface for monitoring your progress with donors and prospects who have Moves Management Action Plans.
Step 1: Access the Major Giving Portfolio
-
Navigate to the Major Giving Portfolio section in your system
-
Select the portfolio owner whose plans you want to view
Step 2: Review portfolio metrics and filters
-
Use the available filters to narrow down the action plans you want to view
-
Sort plans according to your preferred criteria (such as ask amount, next move date, etc.)
Step 3: Analyze key effectiveness metrics
-
Review the dashboard summary showing portfolio performance
-
Identify trends in your fundraising efforts through the visualizations provided
Step 4: Identify contacts needing immediate attention
-
Look for highlighted contacts that require follow-up
-
Review upcoming and overdue moves directly from the portfolio view
What else do you need help with?
- Understanding Moves Management Action Plan Search and Reporting
- How do I search for Moves Management Action Plans?
- How do I use the Moves Management Report?