Date: Wednesday, June 25, 2025 11:00 AM - Wednesday, June 25, 2025 12:00 PM
Identification – Qualification – Cultivation – Solicitation – Stewardship. Fundraisers may know the five stages of moves management but is your fundraising organization making the most of the process? Effective moves management requires a shared definition of each stage amongst teams, as well as intentional management of stage data. With these shared definitions comes a set of key policies that should be established to maintain consistent movement of prospects along the continuum. In this session, Michael will share best practices in defining the stages and you’ll learn underlying practices and processes in each stage that support efficiency in converting prospects into donors.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.