Moves Management helps your organization manage prospective donors through a structured fundraising process.

Using a visual pipeline, your development team can:

Moves Management is part of Goodworld’s CRM Plus functionality and can be customized to reflect your organization’s existing major gifts or donor cultivation process.

Platform Admins automatically have access to Moves Management. Other team members must have the appropriate permissions through their assigned role.

This allows your organization to give development officers access to their own prospects without necessarily giving them access to every prospect or pipeline in the platform.

To review or update a role:

Permissions can control whether someone can:

A common setup is to create a Development or Advancement role for members of your fundraising team.

For development officers who should only work with their own portfolio, assign permissions that allow them to view pipelines containing prospects assigned to them.

These users will only see the pipelines and prospects relevant to their assignments.

A pipeline represents a fundraising workflow, such as a major gifts pipeline, corporate partnerships pipeline, or planned giving pipeline.

To create a pipeline:

You can create as many stages as your organization needs.

A common major gifts pipeline may include:

These labels are fully customizable. Your stages do not need to follow a predefined fundraising model.

You may also select a color for each stage. The selected color will appear on prospect cards and make pipeline stages easier to distinguish.

Selecting a role while creating a pipeline makes users with that role eligible to participate in the pipeline.

However, the role must also have the appropriate Moves Management permissions. Adding a role to a pipeline does not override its existing permissions.

Platform Admins can access all pipelines by default.

Each pipeline displays prospects in a visual board organized by stage.

From the pipeline, you can:

The summary at the top of the Moves Management workspace provides an overview of your fundraising pipeline.

Depending on your access, you may see information such as:

Users who are limited to their own prospects will see information related to their assigned portfolio.

Prospects are created from contacts that already exist in your Goodworld CRM.

To add a prospect:

A contact can only be added as a prospect once within the same Moves Management workflow. If the contact is already being tracked, Goodworld will notify you.

You can add a prospect without assigning an officer or scheduling a move. This is helpful when you are initially importing or organizing a donor portfolio and do not yet have all the necessary information.

When creating or managing a prospect, you can record additional information to help your development team evaluate and prioritize the opportunity.

The assigned officer is the individual team member responsible for managing the relationship.

Only users whose roles are eligible for the pipeline will appear as available officers.

Depending on their permissions, team members may be able to:

Capacity provides a general indication of the prospect’s potential giving ability.

Select the capacity level that best reflects your organization’s assessment of the prospect.

The ask amount is the estimated amount your organization plans to request from the prospect. Ask amounts contribute to the total value displayed in your pipeline summary.

The goal close date is the date by which your organization hopes to secure the gift.

Prospects with a close date during the current year contribute to the annual pipeline value shown in the Moves Management summary. These details are intended to support planning and forecasting. They do not create a donation or financial transaction.

As your relationship with a prospect progresses, move them through the pipeline.

To update a prospect’s stage:

The prospect’s transition history records:

This creates a clear record of how the prospect has progressed through your fundraising process.

You can also update the stage from the prospect details panel or from the contact’s Moves tab.

A move is the next action your organization plans to take with a prospect.

Examples of moves include:

To add a move:

You can also create a move while transitioning a prospect into a different stage. The upcoming move will appear on the prospect card so your team can quickly see what should happen next.

Once the action has been taken, open the prospect’s details and locate the move.

Select:

Completing or canceling a move removes it as the prospect’s active next move while preserving the activity in the prospect’s history. You can then create another move to continue managing the relationship.

Click a prospect card to open the prospect details panel.

The panel includes:

Use this history to understand previous activity before reaching out to a prospect or transferring the relationship to another team member.

Moves Management information is also available from the individual contact record.

To view it:

From the contact profile, you can review:

You may also update the contact’s pipeline stage from this view, depending on your permissions.

This keeps fundraising activity connected to the contact’s broader CRM record, including donations, registrations, notes, volunteer activity, and other engagement data.

Platform Admins and users with access to multiple portfolios can filter the pipeline by officer.

To filter the board:

Only prospects assigned to that officer will appear.

This is useful for:

Users who only have permission to view their own prospects will automatically see their assigned portfolio.

Pipelines that are no longer active can be archived.

Archiving a pipeline:

Archived pipelines can be restored if they were archived accidentally or need to be used again.

Before archiving a pipeline, confirm that your organization no longer needs it for active prospect management.

Use stage names that your development team already understands. A simple pipeline that reflects your real process is often more useful than a complex pipeline with too many stages.

The most useful prospect records clearly answer one question: What should happen next? Whenever possible, give each active prospect a dated next move.

Use transition notes to explain why a prospect advanced, remained in place, or moved backward in the pipeline. This context is especially helpful when multiple team members are working with the same prospect.

Use Moves Management during development meetings to identify overdue follow-ups and determine which prospects need attention.

Update estimated ask amounts and close dates as you learn more about the prospect. Accurate details make pipeline summaries more useful for forecasting.

Major gift portfolios may contain sensitive relationship and financial information. Limit users to only the pipelines and prospects they need to manage.

Yes. You can add a prospect without assigning an officer and assign one later.

Yes. When adding a prospect, select any stage in the pipeline as the initial stage.

This is helpful when transferring an existing fundraising portfolio into Goodworld.

That depends on their role permissions. Platform Admins can view all prospects. Other users can be limited to prospects assigned to them.

No. The ask amount is used for planning and pipeline forecasting only. It does not create a donation, pledge, or transaction.

The move is no longer displayed as the active next move. Its status and activity remain available in the prospect’s history.

Yes. You can create separate pipelines for different fundraising initiatives, donor groups, teams, or workflows.

Yes. Archived pipelines can be unarchived and returned to the active Moves Management workspace.

Confirm that:

If you have questions about Moves Management, schedule a support call with our success team.