Decision Science

    March 2026

    Moves Management Was Built for a Different Era

    The framework running your major gifts program was designed for a world that no longer exists.

    Tom Weinbaum, Founder — The Weinbaum Group

    There's a framework quietly running the revenue strategy of almost every nonprofit in America. It's been around for decades. It's taught in every fundraising certification. It's baked into every CRM. Your board has probably heard of it. Your development team almost certainly uses some version of it.

    It's called moves management.

    And it was brilliant — for the world it was built for.

    The problem is that world doesn't exist anymore.

    Where Moves Management Came From

    Moves management was developed in the 1980s by David Dunlop at Cornell University. The core idea was simple and, at the time, revolutionary: major gift fundraising should be intentional, not accidental. Instead of waiting for donors to give, you should plan a series of deliberate "moves" — cultivation steps designed to bring the donor closer to a gift.

    That was a genuine breakthrough. Before moves management, major gifts was largely ad hoc — a development director with good instincts, a Rolodex, and a lot of lunches. Dunlop introduced structure into a discipline that had none. It professionalized fundraising. It made it trackable. It made it manageable.

    And for twenty years, in a world of abundant funding, growing donor bases, and relatively simple decision environments — it worked beautifully.

    What Changed

    The world moves management was designed for had four characteristics that no longer hold.

    Donors were loyal by default. Institutional relationships lasted decades. Retention was the baseline, not the aspiration.

    Decision-makers were fewer. A major gift typically involved one donor and one development officer. The decision was bilateral. Influence was personal and direct.

    Information was scarce. The organization controlled the narrative. When your development director sat down with a prospect, that conversation was the primary source of information about your mission and impact.

    Time pressure was low. Decision cycles were long and that was fine. The cultivation arc could stretch over years without consequence.

    None of those conditions exist today. Donors are cautious and overwhelmed with options. Decision-makers have multiplied — spouses, advisors, family offices, donor-advised fund administrators, and sometimes boards on both sides. Information is everywhere, which means your team is no longer the primary narrator. And the environment moves fast — government funding shifts, economic volatility, and board anxiety create a context where "not now" is the easiest decision a donor can make.

    Moves management was built for a stable environment with simple decisions and bilateral relationships. We now operate in a volatile environment with complex decisions and multi-stakeholder dynamics.

    The framework didn't fail. The world outgrew it.

    The Structural Problem

    Here's the thing nobody says out loud: moves management tracks what your team does. It does not track what's happening inside the decision-maker.

    Think about what a typical moves management system actually measures. Contacts made. Meetings held. Proposals submitted. Thank-you notes sent. Events attended. Touchpoints logged. Every metric is about the organization's activity.

    Now think about what actually determines whether a major gift happens. Does the donor see a gap between their current impact and what's possible? Do they feel a connection between your mission and their identity? Has their uncertainty been resolved? Do they trust the organization enough to make a significant commitment? Is the timing right — not on your calendar, but in their life?

    Moves management has no framework for any of this. It can tell you that your development director had four meetings with a prospect last quarter. It cannot tell you whether the prospect's conviction increased or decreased during those meetings.

    It tracks motion. It is blind to movement.

    The Activity Trap

    The most dangerous consequence of moves management is what it rewards.

    When your system measures contacts, your team optimizes for contacts. When your dashboard counts meetings, your team books meetings. When your CRM tracks touchpoints, your team logs touchpoints. People do what gets measured. And moves management measures activity.

    The result is a team that is genuinely busy — full calendars, detailed contact reports, impressive activity metrics — and a pipeline that isn't actually moving. Conversations are happening, but decisions aren't advancing. The team feels productive. The revenue says otherwise.

    The development director who had 47 donor contacts last month feels like she's performing. Her manager sees the numbers and agrees. The board gets a report showing "strong cultivation activity." Everyone feels good.

    Meanwhile, the three donors who were actually closest to making a decision didn't get the specific conversation they needed to move forward — because the team was spread across 47 contacts instead of concentrated on the three that mattered. Those donors drifted. Not because they lost interest. Because nobody guided their decision at the moment it needed guiding.

    "47 contacts. Zero decisions moved. That's not a performance problem. It's an architecture problem."

    That's not a performance problem. It's an architecture problem.

    What Moves Management Cannot See

    The gap isn't about effort or intention. It's about visibility. Moves management gives your team a plan for what to do. It gives them no language for what's actually happening inside the person they're talking to.

    There's a concept we call Decision Elevation — the observable progression of a supporter's internal readiness to commit. It moves through stages that are cognitive, not calendar-based:

    1

    Comfort

    The supporter is stable in their current giving. No tension. No urgency. No reason to change.

    2

    Curiosity

    Something has sparked. A gap has become visible. They're asking: "Is my impact as big as it could be?"

    3

    Conviction

    Certainty is building. The opportunity is becoming real. The cost of inaction is becoming concrete.

    4

    Commitment

    Clarity has crystallized. The decision feels right — not pressured, not rushed, but right. They're ready to act.

    5

    Continuity

    The relationship deepens. New horizons open. The next level of partnership becomes visible.

    Every donor, every foundation officer, every corporate partner, every board member making a significant commitment moves through these stages. The stages are cognitive, not procedural. They happen inside the person, not inside your CRM.

    Moves management cannot see any of this. It has no field for "conviction level." No workflow for "curiosity triggered." No dashboard for "clarity crystallizing." It sees the activity your team performs. It is structurally blind to the decision journey the supporter is on.

    That blindness is why pipelines stall even when teams are busy. The team is executing moves. But nobody is tracking — or guiding — the elevation.

    What Decision Elevation Tracking Changes

    When you shift from tracking activity to tracking decision elevation, three things change immediately.

    First, prioritization sharpens. Instead of spreading effort across every relationship in the portfolio, your team concentrates on the donors whose conviction is actively rising — the ones where a well-designed conversation will produce movement. The question shifts from "who haven't we contacted recently?" to "whose decision is ready to be guided right now?"

    Second, conversations become purposeful. A team tracking decision elevation doesn't book a meeting because 30 days have passed. They book a meeting because the supporter is at a specific stage and a specific conversation will move them to the next one. Every interaction has a purpose tied to the decision — not to the calendar.

    Third, stalls become diagnosable. When a donor goes quiet under moves management, the team has no framework for understanding why. Under decision elevation tracking, the diagnosis is specific: the donor reached curiosity but never crossed into conviction. That means the gap between their current impact and the opportunity wasn't made concrete enough. That's actionable. That's fixable. That's architecture.

    What This Looks Like in Practice

    Consider a nonprofit pursuing a $300K gift from a family foundation.

    Under Moves Management

    Q1 — introductory meeting. Q2 — site visit. Q3 — follow-up lunch with CEO. Q4 — submit proposal. Four moves. Four quarters. Clean and logical.

    The introductory meeting goes well. The team logs it as a successful move and schedules the site visit for next quarter. Between meetings, they send a newsletter and a thank-you note.

    Three months later, at the site visit, something has shifted. The program officer is polite but distracted. She mentions the foundation's board is reconsidering priorities. The team doesn't know what to do with this — it's not in the moves plan.

    By Q3, the program officer has gone quiet. By Q4, the team submits the proposal anyway — because the plan says Q4 is proposal time.

    The proposal is declined.

    Under Decision Elevation Tracking

    After the introductory meeting, the team assesses: the program officer is at curiosity. She's interested but hasn't connected this opportunity to the foundation's strategic priorities.

    When the site visit reveals the board is reconsidering priorities, the team recognizes this immediately: the decision environment has shifted. Instead of proceeding to lunch, they ask: "What would help you frame this opportunity for your board in the context of their evolving priorities?"

    That question changes everything. The conversation shifts from "here's why you should fund us" to "here's how this aligns with where your board is heading."

    The proposal is submitted when the program officer says "I think our board would be interested in seeing something concrete." The timing is hers, not yours.

    $300K committed.

    Same donor. Same organization. Different architecture. Different outcome.

    The Uncomfortable Truth

    Moves management is comfortable. It gives your team a plan, your manager a dashboard, and your board a report. It creates the feeling of control in an environment that is inherently uncertain.

    But comfort is not the same as effectiveness. And the feeling of control is not the same as actually influencing outcomes.

    The organizations that are growing revenue in today's environment are not the ones with the best moves management systems. They're the ones that have stopped asking "did we make enough contacts this quarter?" and started asking "did the right people experience the right shift in certainty at the right moment?"

    That's a harder question. It requires more judgment. It can't be reduced to a dashboard metric. But it's the question that actually determines whether revenue grows.

    Our Take / Your Move

    Moves management was a gift to the sector when it was introduced. It brought structure to chaos. It professionalized fundraising. It deserves respect for what it accomplished.

    But it was built for conditions that no longer exist. And the organizations still running it as their primary system are watching their pipelines stall — not because their teams aren't working, but because the framework underneath them can't see what actually matters.

    The shift is this: stop measuring what your team does. Start measuring what's happening inside the decision-maker. Replace activity tracking with Decision Elevation tracking. Design every conversation around moving clarity and conviction — not logging contacts.

    Your donors aren't waiting for more moves. They're waiting for someone to help them see the opportunity clearly enough to act on it.

    That's not moves management. That's decision architecture. And in today's environment, it's the only framework built for the world your donors actually live in.

    "Your donors aren't waiting for more moves. They're waiting for someone to help them see the opportunity clearly enough to act on it."

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