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Webinar: Moving the Needle with Moves Management: https://help.pm.leapevent.tech/a/1967490
Major gifts have the power to make a substantial impact on your organization’s ability to fulfill its mission and carry out its programs effectively. To secure them, you’ll need a dedicated way to track your major gifts strategy.
Learn how to leverage PatronManager features and Salesforce tools to identify new donors and build cultivation strategies for existing donors in your audience. Discover how custom fields, badges, sales processes, path, and flow can help you remain connected to donors about what matters most to them. Not just for fundraising, you’ll also learn how these concepts can be applied to create patron journeys that start the moment someone buys their first ticket.
Recorded July 2025
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Resources
- How to Create and Update Custom Fields
- All About CRM Snapshots
- All About 360MatchPro by Double the Donation
- Nonprofit WealthEngine Connector for Salesforce
- Getting Started With Moves Management in PatronManager (contains the flowchart shown in the webinar here)
- Introduction to Record Types (with Video Tutorial)
- Configuring Pledges for Moves Management
- Introduction to Dashboards
- How to Report on Your Donation Pipeline and/or Accounts Receivable
- Moves Management Part 2: Cultivate Relationships
- How to Get the Most out of Chatter
- How to Log Calls in PatronManager
- How to Use Badges to Get to Know Your Patrons
- All About Flow
- Action Plans
- How to Schedule or Subscribe to a Report
- Moves Management Part 3: Tracking Major Gifts
- Moves Management Part 4: Stewardship
Shout-out to the person who asked how to report on how length of time spent in each Stage for a Pledge - check out this Salesforce help article for instructions (Opportunity = Donation in Salesforce terminology)