When it comes to fundraising, major gifts don’t happen by accident. Successful non-profits have a structured system for cultivating relationships, stewarding donors, and moving them toward larger contributions. That system is called Moves Management—and it’s a game-changer for growing organizations.
At Optimize Consulting, we’ve helped non-profits like Libertas Network, SkyTree Book Fairs, and Kash Foundation implement scalable, technology-driven Moves Management processes that result in bigger gifts, stronger relationships, and sustainable growth. Now, we’re sharing what we’ve learned in our latest case study, so you can do the same.
Too many organizations keep their marketing and development data in separate silos—leading to missed opportunities and inefficient processes. If your CRM isn’t fully integrated with your donor engagement platform, you’re losing valuable insights and potential gifts. Our case study explores how connecting tools like HubSpot can help you:
You’d be surprised how much revenue is left on the table simply because donors aren’t properly thanked. One organization saw $27,600 in additional donations in just one month from a structured thank-you sequence—with zero fundraising asks included. We break down:
✔️ The 4-part Thank You workflow that strengthens donor retention
✔️ How one development coordinator thanked 1,483 donors in a single month
✔️ Why gratitude directly increases future giving
If you can’t see your major gifts pipeline in real time, you’re flying blind. Our approach ensures that non-profits can:
Donors give because they feel connected to your mission. But real relationships require personalized, ongoing engagement, not just a one-time ask. Learn how to:
With the right Moves Management strategy, our clients have seen:
✅ 11 five-figure gifts secured in just four months
✅ An average major gift size of $27,060
✅ Hundreds of thousands of dollars raised from structured moves management efforts
This case study isn’t just theory—it’s a proven roadmap for non-profits looking to scale their fundraising. Whether you’re just starting to structure your development process or need to refine your approach, our guide will help you streamline operations, engage donors effectively, and secure more major gifts.
At Optimize Consulting, we don’t just help you set up a system—we walk with you every step of the way, from pipeline development to hands-on coaching. Let’s build a Moves Management process that works for your organization.