Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Moves Management 101: A Major Gifts Fundraising System
Highest Rated
Rating: 4.6 out of 5(49 ratings)
1,132 students

Moves Management 101: A Major Gifts Fundraising System

Track every major donor relationship from prospect to closed gift with a proven, step-by-step nonprofit framework.
Last updated 1/2023
English

What you'll learn

  • How to start organizing and managing your donor relationships and major gift prospects..
  • Learn a system with a strategic process for managing major gifts.
  • Identify “Moves," the actions your need to take to bring in donors, establish relationships and renew contributions.
  • Build and train a team within your nonprofit to identify, cultivate, solicit and steward major gift donors.
  • Organize your major gift program.

Course content

1 section12 lectures43m total length
  • Welcome & objectives1:58
  • "Moves Management" and how to use it2:37
  • What does "Moves Management" mean?3:27
  • Identification/Discovery: Who do you put on your prospect list?3:47

    Identify and cultivate major gift prospects by casting a wide net, leveraging past donors, loyalty, and philanthropic engagement, and using a rating tool to select 50 leads for initial meetings.

  • Identification/Discovery: Where to start when your nonprofit it new3:28

    Identify and discover your first major gift prospects by building an initial outreach list from volunteers, board members, staff, and philanthropic community leaders to launch moves management.

  • Identification/Discovery: Identifying your BEST prospects7:32
  • Cultivation: How to prep for it2:43

    Identify top prospects, prioritize the top five, and initiate contact to cultivate relationships with flexible, individualized outreach and a proven email formula to secure a first meeting.

  • Solicitation: How do you ask them to give?4:27
  • Stewardship: You’ve asked them to give… now what?5:32
  • Cultivation & Stewardship: Deepening your relationships with your donors3:13

    Cultivate donor relationships by inviting them to tours, volunteer experiences, and firsthand program visits, connecting with program staff and board to deepen engagement and move toward major gifts.

  • A bit of gratitude0:33
  • Step by step tasks to manage your portfolio using the “Moves Management” process4:21

    Identify and discover 50 major gift prospects, qualify and rank them, then cultivate, solicit, and steward through the moves management process to grow your portfolio.

Requirements

  • No previous fundraising experience required.
  • You will need a desire to grow your major gifts program.

Description

Major gift fundraising shouldn't feel like chasing relationships in the dark. If you're losing track of donor conversations, unsure when to make the ask, or struggling to build a consistent major gifts pipeline — this course gives you the system to fix all of it.

Major gift fundraising is one of the highest-impact activities a nonprofit can invest in. It's also one of the most common sources of stress for fundraisers at every level — not because it's impossible, but because most organizations are doing it without a repeatable process.

Moves Management changes that.

In this course, you'll learn the step-by-step Moves Management framework used by high-performing development professionals to track, cultivate, and close major gifts — without the chaos of sticky notes, mental checklists, or dropped conversations.

What You'll Learn:

  • What Moves Management is and why it's the gold standard for building a scalable major gifts program

  • How to identify and qualify major gift prospects from within your existing donor base

  • The specific "moves" and "tasks" that drive donor relationships from first contact to closed gift — and how to track each stage with confidence

  • How to know exactly when a donor is ready for an ask — and how to structure that conversation

  • How to build a major gifts pipeline that gives you clarity on where every relationship stands at any given moment

  • How to implement Moves Management whether you're a one-person development office or part of a larger team

This Course Is For You If:

  • You're new to major gift fundraising and want to start with the right foundation

  • You've been fundraising for a while but your major gifts process feels informal, inconsistent, or scattered

  • You're responsible for major gifts at a small or mid-size nonprofit and need a system that actually works

  • You want to raise more — without simply working more hours


What's Included:

Comprehensive Moves Management Guide — A complete reference document outlining every move and task in the cultivation cycle, so you always know what comes next

Step-by-Step Framework — A clear, repeatable process you can implement with your donor portfolio immediately after the course

Practical Application — Real-world context for each stage, so this doesn't just live in theory — it lives in your work


Your Instructor

This course is taught by Alison Clare Baldree, a Certified Fundraising Executive (CFRE) with more than 15 years of nonprofit fundraising experience.

Over her career, Alison has helped nonprofits raise millions of dollars and build the internal development systems needed to sustain that growth. Since 2019, she has been teaching nonprofit leaders and fundraisers how to raise more — with more confidence, more clarity, and less overwhelm.

Her approach is practical, grounded in real-world experience, and built for people doing meaningful work who need tools that actually fit their day-to-day reality.


Enroll in Moves Management 101 today and finally bring structure, clarity, and confidence to your major gift fundraising.

Who this course is for:

  • Those new to major gifts and raising funds from individuals.
  • Fundraising professionals
  • Development Directors
  • Executive Directors
  • Nonprofit CEO's
  • Nonprofit Founders
  • Board members helping with development
  • Nonprofits