Nonprofit / Free editable template

Major donor moves management template

Moves management means planning a series of meaningful contacts that bring each major donor closer to a gift and keep them engaged after it. This board gives each donor a row across twelve months, with icons for calls, visits, letters, events, proposals, gifts and thank-yous. Filled icons are done and outlines are planned, a red line marks today, and the last column names each donor's next move, owner and month.

This is a planning example, not legal, tax or fundraising regulation advice. Check Gift Aid, data protection and fundraising rules where you work.

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Major donor moves management example showing a 12-month row of moves for each donor, stage and ask amount for every donor, a today line and named next moves
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. List your donors and stages

    Add each major donor or prospect with their stage, from identify to steward, and the ask or gift amount.

  2. Plot what has happened

    Add every meaningful contact from the year so far. Gaps longer than two months stand out straight away.

  3. Plan the next move

    For every donor, agree one next move with an owner and a month, and add it as a planned icon.

Questions about this template

What do the filled and outline markers mean?

Filled markers are moves already done and outlines are planned ones, and the icon shows the type, such as a call, visit or proposal. Drag a marker to a new month when plans change.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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