Moves Management action plans in Bonterra Development help you track the process of engaging and soliciting major donors. These structured plans provide a comprehensive way to identify fundraising goals, track progress towards asks, schedule follow-ups, record donor outreach history, store financial research, and maintain detailed notes. Action plans are designed to guide you through each stage of donor cultivation, from identification through stewardship, to helping you meet or exceed your fundraising goals.
Getting Started
To begin using Moves Management, navigate to a contact record details page and select "Add New Action Plan" from the Moves Management Action Plans section. You can also access action plans through the Major Giving Portfolio, which provides a customizable prospect queue to help identify contacts with the capacity or interest to make a major gift. Moves Management is included in the Bonterra Development Standard or Pro package.
Feature Details
Moves Management action plans track donor cultivation through structured stages, each with a defined probability percentage used for forecasting:
- Identification (5% of Ask Amount) - Initial prospect identification
- Qualification (10%) - Determining if the prospect is a good fit
- Cultivation (20%) - Building the relationship
- Solicitation (40%) - Making the ask
- Negotiation (80%) - Finalizing the details
- Stewardship (100% of Committed Amount) - Maintaining the relationship after a gift
- Closed (100% of committed amount if successful; 0% if not)
Action plans include several key components:
- Plan Ask section for projected amounts and expected dates
- Probability assessments for donor readiness, likelihood, and capacity
- Follow-ups scheduling and tracking
- Contact history documentation
- Notes and file attachments
- Pledge tracking with contribution attributions
Feature Navigation
Read more about:
- How do I create a Moves Management action plan?
- How do I edit an existing action plan?
- How do I add and track pledges in an action plan?
- How do I copy an action plan?
- How do I close or delete an action plan?
- How do I create multiple action plans using Bulk Upload?
Tracking your Success
The Major Giving Portfolio provides a central dashboard for tracking all your action plans and ensures timely follow-ups with prospects. Action plans include detailed reporting on probability percentages and projected amounts, allowing you to forecast potential revenue accurately. The Moves Management Report gives you visibility into your pipeline, helping you analyze which prospects are most likely to convert, and which cultivation strategies are most effective. For additional insights, the DonorTrends add-on feature can help rank donors on their likelihood to respond to specific asks.
Next Steps
Now that you understand the basics of Moves Management action plans, explore the detailed articles linked above to learn specific processes for creating and managing your major donor cultivation strategy.