Major Gift Moves Management Template

Every moves management guide gives the same advice: track each prospect's stage, name a next action, add an owner and a date. Following that advice produces a register that looks disciplined and says nothing about whether the discipline is actually holding. A next action with a date that passed last month reads identically to one due next week until somebody checks today's date against every row. A prospect with no next action at all looks the same as one deliberately paused.

This pack checks it instead of asking for it. Portfolio Review joins the Prospect Register's stage and last-contact date against the Moves Register's next action and due date, then compares both to today. A committed action whose due date has passed is one failure. A prospect with no action logged at all, already past what their stage's own cadence should expect, is a different one, the same silent pattern retention analysis catches in the annual file. Every capacity figure traces to a disclosed fact, never a purchased wealth-screening score.

In the worked example a 20-prospect portfolio for a fictional land trust carries 17 open prospects worth $3,095,000. Seven are stalled, worth $925,000: 41.2% of open prospects by count but 29.9% of open value, because the stall skews toward the middle of the portfolio rather than its largest asks. The donors here are the same ones an annual appeal's top segment would otherwise keep mailing a uniform ask. Once a stalled ask closes, the gift still needs its own acknowledgment and the same reconciliation as every other gift that lands.