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Prospect and Moves Management Tools for Grant Professionals


Moves management is not just for individual giving! In this session, we will share many of the prospect management tools we have developed together that are improving our institutional giving processes and that foster a more strategic fundraising office.  

As a fundraising professional, who focuses mostly on institutional giving, and a prospect management professional, we have found that there are not as many canned tools, instructions, and advice translating moves management to the grant professional field.  

We use Raiser's Edge, yet, believe that the coding and tracking systems we created can be applied to most other constituent databases.

Examples of systems we have created and will walk through, include

- Coding prospects by funding campaigns and program departmental areas
- Coding report requirements to pull by due date, department area, two-month reminders, and showing outstanding actions and next steps.
- Adapting classic moves management coding to corporate and foundation donors and prospects

- Developing difficulty ratings for reports and proposals, to help assess time and resources needed when looking ahead at grant calendar.

- Creation of a Moves Management focused Dashboard for proactive analyses.

- Comprehensive pipeline reporting and proposal status processes.

Putting these systems into place is improving our communication and information sharing with development staff, other departments, and with the board and senior management.  We also are able to help others understand more about our grant seeking decisions and priorities, including where we are putting our time and energy and where we are not, for now, and why.

GPC Competencies Addressed:
Methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders 
Practices and services that raise the level of professionalism of grant developers 


Jennifer Morrow, GPC has twenty years of fundraising experience; securing and stewarding more than $20 million in gifts and grants for the environment, science, education, social services, and the arts. She has served on the Board of the Association of Fundraising Professionals Golden Gate Chapter, and serves as a grant reviewer for a federal grant program. She holds a B.S. in Foreign Service from Georgetown University and a master's in English from USC, where she also taught writing for 6 yrs.

Elysha Kensinger is a certified Blackbaud Raiser's Edge database professional.  In her role as Database and Donor Relations Systems Manager at The Marine Mammal Center, she is responsible for implementing data-driven decisions in TMMC's fundraising efforts, including information management, moves management, dashboard analytics, journey mapping, and prospect development.  She received her bachelor's degree in political science from UC Davis.