Strategies for Donor Analytics, Moves Management, and Prospect Research

As a nonprofit fundraising professional you inevitably amass an incredible amount of fundraising data but you may not know which data is important enough to collect and what to do next.  The goal most often is to understand your donor network and conduct prospect research identifying individuals who will help to grow your donor base. Learn methods to collect specific, accurate, and useful fundraising data, and identify patterns and trends over time. Develop strategies for effective data-driven fundraising campaigns and moves management plans for key donors.
Gain a foundation in the core concepts of donor analytics and constituent relationship management which will explain which data elements, performance metrics, donor behavior and overall donor trends are consistent. Explore and identify what is needed to implement and strategically establish an approach to maximize your database.


  • Prospect Management: Prospect Research and Portfolios

  • Developing a donor pipeline/optimizing relationships with donors

  • Tracking donor data points

  • The Moves Management Process

  • Creating Cultivation Strategies: Structure & Moves Management

  • Cultivation, Stewardship and Relational Skills to Build Partnerships

This course is eligible towards the completion of the Certificate in Fundraising. Bundle your coursework and earn a professional credential that communicates knowledge and skills gained. Declared Certificate students receive 10% off of courses within the program.
Note: Full participation in Strategies for Donor Analytics, Moves Management, and Donor Research is applicable for 18 points in Category 1.B–Education of the CFRE International application for initial certification and/or recertification.

More details

You'll Walk Away with

  • An understanding and professional toolkit to successfully execute and manage a moves management/prospect research strategy for a nonprofit organization of any size.
  • The ability to interpret data, create donor pipelines, and develop structure, metrics and accountability to measure overall progress.
NO open sections available for this course at the moment. Please check back next semester.

    • Section

    • Semester

      Summer 2023
    • Date

      May 22 - Aug 7
    • Day

    • Time

      • Online
    • Format

      • Online
    • Sessions

    • Location

      Instructor Led
    Tuition $625