From your CRM data to a real cultivation system — in one afternoon.
Move Your Donors gives Executive Directors and Development teams a complete system for scoring, researching, and cultivating their most important donors — built on top of whatever CRM you already use.
How Move Your Donors fits with your existing tools.
Keep your CRM. Add the major-gift layer it was never built for.
Your CRM continues to handle
- Tracking all donations and pledges
- Sending receipts and acknowledgments
- Mass email and direct mail appeals
- Organizational fundraising reports
- Your full constituent database
Move Your Donors adds
- Major donor scoring and ranking
- AI-powered prospect research
- Cultivation goal-setting and moves planning
- Dashboard-guided execution tracking
- Portfolio-level strategy and focus
Five stages. One system.
From the first data upload to a year of disciplined cultivation moves.
- 1Connect
Your data is in. Setup is done.
Export two simple files from your existing CRM — a donor list and a donation history — and upload them. That's the entire setup. No IT support, no integration, no migration. Move Your Donors reads whatever your current system already produces, and you're ready to go.
- 2Score
Your major donor portfolio, ranked the moment you upload.
Every donor is immediately scored across propensity, affinity, and capacity — and your entire list is sorted from most to least promising. Each donor gets an Overall Priority Score showing who to focus on now, and a Giving Strength Score showing what they're capable of giving. No more guessing who deserves your attention.
- 3Research
Know more about your donors than you ever thought possible.
Run the AI Research tool on any donor and receive a detailed intelligence profile: wealth indicators, philanthropic history, community involvement, foundation and donor-advised fund affiliations, and more. The tool also generates personalized cultivation ideas for each donor based on what it finds. Then update your scores with what you've learned.
- 4Plan
A cultivation plan built around the ask.
Set five concrete goals for every donor — the date, amount, method, project, and partner for the solicitation you're working toward. Then build their moves plan: a deliberate sequence of cultivation activities designed to get you there. Plan donor by donor, or apply moves in bulk across your entire portfolio for seasonal outreach like holiday cards or events.
- 5Execute
Stay on pace. Work the plan. Raise more money.
A real-time dashboard shows your total moves, what's coming up, and what's overdue — so you always know exactly where you stand. Complete moves and log what happened. Refresh your donation data monthly. Re-run AI research before every important meeting. The system keeps pace with your relationships, all year, every year.
See it all come together.
A quick tour of Move Your Donors in action.