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It’s Time to Move on From Moves Management

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Manage episode 384239482 series 2503776
内容由Veritus Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Veritus Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

When moves management was first introduced as a strategy to help fundraisers manage their caseloads, it was a step forward in putting some much-needed structure around the donor pipeline.

But now, some non-profits have taken the idea too far. A lot of organizations have gotten stuck on rigid definitions of what “stage” a donor is at. Moves management has led to these metrics that have caused fundraisers to forget about how actual relationships work.

In this podcast episode, Richard and Jeff share an alternative approach to caseload management that will allow you to move your focus back to your donor.

Show Highlights: In this episode, you’ll learn about…

  • Having a mindset of cultivating donors all the time, instead of designating a status for “Cultivation”
  • How to stay focused on the donor relationship, rather than the stage
  • How to advocate for this new approach when leadership has only known moves management
  continue reading

126集单集

Artwork
icon分享
 
Manage episode 384239482 series 2503776
内容由Veritus Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Veritus Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

When moves management was first introduced as a strategy to help fundraisers manage their caseloads, it was a step forward in putting some much-needed structure around the donor pipeline.

But now, some non-profits have taken the idea too far. A lot of organizations have gotten stuck on rigid definitions of what “stage” a donor is at. Moves management has led to these metrics that have caused fundraisers to forget about how actual relationships work.

In this podcast episode, Richard and Jeff share an alternative approach to caseload management that will allow you to move your focus back to your donor.

Show Highlights: In this episode, you’ll learn about…

  • Having a mindset of cultivating donors all the time, instead of designating a status for “Cultivation”
  • How to stay focused on the donor relationship, rather than the stage
  • How to advocate for this new approach when leadership has only known moves management
  continue reading

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