Three portfolios in three formats
The pipeline did not add up.
BoldBellowsMajor donor moves management automation for gift officers who keep portfolios in private spreadsheets
Major donor moves management automation that gives every prospect an owner, a next step and a date, and flags the ones going quiet
Major gift work moves through identification, qualification, cultivation, solicitation and stewardship, and every prospect has a named owner, so the useful question each morning is which prospects have a next step due and which have none. BoldBellows notes each prospect, their assigned officer and the stage they are in before a task or reminder is created, keeps the next step and its owner on every prospect and leaves every judgment about a person to the gift officer, then builds major donor moves management automation on the stages your shop already uses: each prospect carries a stage, an officer, a last contact and a dated next step, a move such as a visit, a proposal or a thank-you is logged in one line, the stage changes only when an officer confirms it, reminders arrive before a step is due, and a weekly view lists prospects with no next step or no contact in the period you set. Nothing in the route scores people or guesses at wealth. If you need custom major donor moves management automation for a second portfolio or a campaign, it follows the same stages.
View Pricing
From $2,325, billed once.
- Major donor moves management
- Stage, owner and next step
- Quiet prospects flagged
Why Nonprofit major donor moves can be audited
- Owner on every prospectone named officer for each
- A dated next stepa prospect without one is listed
- Stage changes confirmedonly the officer moves a stage
- No wealth scoringthe route tracks moves, not people
- Scoped accessCredentials are limited to the objects in scope and can be revoked
- No renewal date$2,325 covers the build once, and nothing renews afterwards
01the private-spreadsheet problem
A prospect with no next step is a prospect slowly leaving
Each officer keeps a portfolio the way they like: one in a spreadsheet, one in the CRM notes, one in a notebook. The director asks for the pipeline before a board meeting and gets three files that do not add up. A prospect who loved the last visit was never followed up because the next step lived in someone's head. A proposal sits for two months and nobody notices until the donor mentions it to the executive director at an event.
A next step that lived in a head
No one else could see it.
A proposal that sat for months
Nothing flagged the delay.
The same prospects, with a next step that does not live in a head
Before: Major Donor Moves trusts every notice
- Every hook delivery becomes a write
- Each officer keeps their own portfolio
- Prospects go quiet without anyone noticing
After: duplicates cannot form
- Identity is fixed by the prospect, the officer and the stage and never re-guessed
- One portfolio with an owner and a date on every prospect
- Quiet prospects appear on a weekly list
02how it works
How a visit becomes a logged move and a dated next step
Every step has a check before it, so a fault stops the run instead of spreading.
- Check it is real and in scope. The Nonprofit notice is validated, the underlying record is read, and only a qualifying gift change moves on.
- Log, confirm, date. An officer logs a move in one line, confirms any stage change and sets the next step with a date.
- Remind, flag, report. Reminders arrive before a step is due, prospects with no step or no contact are flagged, and a weekly view feeds the board report.
What the build relies on in Nonprofit
- Major gifts follow a cycle. Major gift work moves through identification, qualification, cultivation, solicitation and stewardship, and every prospect has a named owner, so the route tracks the next step and the owner of each prospect.
- Stages are the shop's own. Every development office defines its own stages and gift ranges, so the route uses yours exactly and changes a stage only on an officer's confirmation.
- Lookups before retries. The prospect, the officer and the stage is the route's way of asking Major Donor Moves whether the work is already done.
03The working parts
Inside the moves route: the parts that log, remind and flag
Signal answers whether this should happen. Control answers what exactly gets written. Reconcile answers whether it is still right next month.
SignalControlReconcile
Intake rule reader Signal
Interprets the Nonprofit payload against the intake rule and stamps the decision on the ledger.
Stable identity ledger Signal
Tracks each Nonprofit item through major donor moves and stores the result, which is what lets a repeat be recognized.
Map change log Signal
Records every change to the field map, so a later question about a Major Donor Moves value has an answer.
Stage and owner ledger Control
Records each prospect's stage, officer, last contact and next step in one place.
One-line move log Control
Lets an officer record a visit, proposal or thank-you in a single line from a phone.
Next-step reminders Control
Sends the officer a reminder before a dated step falls due.
Quiet-prospect list Reconcile
Lists prospects with no next step or no contact within the period you set.
Pipeline summary Reconcile
Builds the board and director view from the same records, with no extra typing.
Failure ledger Reconcile
Records every failed or refused write to Major Donor Moves with its cause and what was done.
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04Who it's for
Where school foundations need to keep every major gift prospect moving with a named owner, a next step and a date, without a spreadsheet nobody trusts
Major gifts depend on personal attention, and the system should make the next personal move obvious.
Major gifts officer
"Never lose a next step."
Each prospect shows a dated step and a reminder.
Development director
"See the whole pipeline."
One portfolio replaces three spreadsheets.
Executive director
"Know before the board asks."
A weekly summary lists moves made and prospects waiting.
Campaign manager
"Keep the campaign moving."
Prospects tied to the campaign show their stage together.
Database manager
"Keep records clean."
Moves are logged in one format against one donor record.
Board member
"Trust the figures."
The pipeline report comes from the same records officers use.
05Compare
Where a portfolio spreadsheet each officer keeps differently and zaps stop, a moves-management route that tracks stage, owner and next step and reminds the officer at the right time begins
Each can store a prospect list. Only one tracks the stage, names the owner and flags the prospect who has gone quiet.
| How a move happens | Three spreadsheets | Prospects that go quiet | Our moves route |
|---|---|---|---|
| What starts the work | The next person to look | Each delivery, repeats included | YesRule-approved events, logged with the reason |
| How identity is decided | Guessed from context | A single field treated as the key | YesThree portfolios that do not match |
| What reaches Major Donor Moves | A few fields, entered late | A copy without context | YesOne portfolio with owners, dates and flags |
| After an uncertain result | Open both apps and compare | Runs again from the start | YesMatches on the prospect, the officer and the stage, then repairs or holds |
A late arrival
Events that reach the route after a newer one are recognized by timestamp and routed for review instead of applied, for this Major Donor Moves Management service.
An officer leaves the organization and their prospects need new owners
The route lists the departing officer's prospects with their last moves and next steps, so the director can reassign each one without losing the thread. Finding the move comes first: the prospect, the officer and the stage is searched, the hit is compared, and only then is an action chosen. Writing a fresh move is the last option, reserved for proven absence.
Nothing is written to Major Donor Moves until the prospect, the officer and the stage is defined and stored for each move.
PricingWhere the money goes: prospects, stages and next steps
Scope your pipeline, officer by officer
Work through three scope questions for Nonprofit major donor moves and the price settles on a figure from $2,325.
One setup fee · Range shown first · PDF handover included
View Pricing
Pricing
Build your Nonprofit to Major Donor Moves price
Pick a package, answer three short questions about how Nonprofit data should reach Major Donor Moves, and your price and turnaround move as you choose.
06The process
Six steps from private portfolios to one pipeline
Each of the six steps has an output you can read, not just a status update.
Read your stages
We list the stages and gift ranges you use, and how each officer tracks prospects today.
Approve access
Nonprofit and the neighboring tools are opened only as far as major donor moves requires, and the pairing keys are agreed before the build.
Agree the rules
Stage definitions, who may change a stage, reminder timing and the period that makes a prospect quiet are written down and approved.
Stress the edges
Late deliveries, doubled events and partial failures are simulated in a test Major Donor Moves and the results reviewed with you.
Launch with notes
The route is enabled from a fixed point in time and the PDF records every setting we chose.
Post-launch review
We go through the exception list and the checkpoint log with you and agree what, if anything, needs a change.
07Turnaround
When each package goes live
On this Major Donor Moves Management service, your delivery range starts on the day we can reach Nonprofit.
Signal
6 to 10 business days
Control
10 to 16 business days
Reconcile
16 to 24 business days
08Before we start
Your part in the first week
Scoped Nonprofit access, approved by whoever administers it
A login for your donor database and task tool, plus your written stage definitions and the list of officers
Access to the Nonprofit account that holds the records in scope
Your expected behavior for edits, cancellations and repeats
The hours when changes to Major Donor Moves are safest to release
Records or dates that the route should ignore
09Security and ownership
Narrow permissions, narrow payloads, nothing patched
Data from Nonprofit moves only along the paths you approve for major donor moves, and the permissions behind them are no wider than required.
Untouched core, documented edges
Both Nonprofit and Major Donor Moves are used as their own documentation describes; no workaround reaches into their internals.
Scoped, revocable access
Keys stay in your accounts, and their scope is listed for your auditors.
Nothing extra travels
The route forwards what was agreed and ignores the rest, so Major Donor Moves never becomes a second copy of everything in Nonprofit.
Proof before repetition
Nothing is created twice: a missing confirmation triggers a search of Major Donor Moves by the prospect, the officer and the stage before any further write.
Minimal logging
You can inspect exactly what is logged, and it contains no customer text.
Full handover
Your administrators receive a document they can follow without a briefing.
10In their words
What BoldBellows clients say
Verified reviews from operations and finance teams who trust BoldBellows to keep their data moving correctly.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
11FAQ
Moves management for gift officers: questions from development leaders
Quick answers, no sales language, and a route to ask more.
What does a zap miss in Nonprofit major donor moves?
A zap can provide a portfolio where every prospect has a next step and a date. It is not built to see which prospects have gone quiet and which need a personal move this week. The work here is the judgment around the connector, not the connector itself.
What is a donor move?
Any planned contact with a prospect, such as a visit, a proposal or a thank-you, recorded with its date, its owner and the next step.
Does the route rank or score donors?
No. It tracks stages, owners, moves and dates, and leaves every judgment about a person to the gift officer.
Who changes a stage?
Only the assigned officer, by confirming it, so the record always reflects a person's decision.
Can it replace our CRM's pipeline view?
It writes to your CRM and builds a clearer view from the same records, so officers keep one system.
What does major donor moves management automation cost?
One fixed amount, agreed in writing, shaped by the number of stages, officers and portfolios you want covered.
What happens when an officer leaves?
Their prospects are listed with last moves and next steps so a director can reassign each without losing history.
Is field matching for Nonprofit major donor moves part of the package?
You see which Nonprofit fields major donor moves reads and where each result is written before any work starts.
Can the major donor moves rules differ by team or product?
Yes. We turn your rules for major donor moves into explicit steps in Nonprofit, starting at $2,325.
Does the handover cover Nonprofit changes?
Work after the review window is scoped afresh.
Next stepKeep every major prospect moving
Give your officers a pipeline with a next step on every line
Tell us where major donor moves starts, what it ends with and who is responsible when it hesitates. Packages open at $2,325.
- From $2,325, paid once
- Dated next steps
- Quiet prospects flagged
- No monthly fee from us
Edge cases beyond these packages are estimated separately, in writing.