CLC Toolbox 🧰

Defining Your Org's Moves Management Action Plan Strategy

Worksheet: Moves Management Action Plans

Moves Management Glossary

Assign Prospect Research Including Reason and Type Using the Major Giving Portfolio's Prospect Queue

Combine WealthEngine Results with Moves Plan Data

Create a Moves Management Action Plan

Manage a Moves Plan Before a Donation

Manage a Moves or Grants Plan After Receiving a Pledge

Create and Connect a Pledge to Moves and Grants Plans

Using Follow Ups and Notes with MMAPs

Use Follow Ups with Moves Management Action Plans (MMAPs)

Create, Schedule & Complete Follow Ups (En/Es)

Use BCC to Notes (En/Es)

Set up BCC to Notes for Solicitor without EveryAction access

Manage a Moves Plan After Donation

Mark a Rejection in a Moves Plan