The New Era of Moves Management: Why Your Donor Pipeline Is About To Feel a Whole Lot Lighter

If managing donors has ever felt like juggling spreadsheets, chasing sticky notes, and praying you didn’t forget that one critical follow-up… you’re not imagining it. But according to BetterUnite CEO Leya Simmons, you might be imagining the solution all wrong.

During a recent 501(c) Drop session, Leya unveiled something big — BetterUnite’s new Moves Management Module, a system designed to finally bring order, automation, and clarity to donor development. And she didn’t do it alone. She brought in nonprofit strategist Erin Peshoff, who’s spent 25 years untangling messy systems and turning them into elegant fundraising engines.

Their shared message was simple and refreshing:

You don’t need more staff. You don’t need more hours.
You need a system that remembers things so you don’t have to.

Why Moves Management Matters More Than Ever

Here’s the truth Erin drove home:

Most nonprofits don’t struggle because they lack generous supporters.
They struggle because they lack visibility.

No one knows where a donor is in the pipeline.
No one remembers who called who.
No one knows which follow-ups have slipped through the cracks.

And without clarity, you can’t forecast.
You can’t prioritize.
You can’t grow.

That’s why this release is such a breakthrough. Moves Management isn’t just a feature — it’s a framework for:

• Knowing exactly where every donor stands

• Automating routine tasks so humans can do human work

• Preventing supporters from falling into the void

• Turning chaos into consistency

From “Who Do I Follow Up With?” to “I Know Exactly What's Next.”

Erin likened great Moves Management to good choreography.

Not robots.
Not rigidity.
Rhythm.

You set the sequence.
The system holds the beat.
Your team steps in at the moments that matter.

And with BetterUnite’s new module, that rhythm becomes automatic:

Workflows & Automations

Your behind-the-scenes engine:

• Tagging supporters

• Creating tasks

• Nudging staff

• Sending timely emails

• Triggering personalized sequences

All without you touching a button.

Donor Journeys

Your visual roadmap:

• Stages that show exactly where donors are

• Automatic movement when criteria are hit

• Clear conversion rates and time-in-stage

• Drag-and-drop control (yes, really)

Think of it as taking a foggy pipeline and suddenly turning the lights on.

Portfolio Management

Your forecasting superpower:

• Weighted projections

• Potential gift amounts

• Win/loss tracking

• Clean, honest reporting

No more “I think we’re on track.”
Now you know.

Automation Protects Your Bandwidth, It Doesn’t Replace It

Many fundraisers hear “automation” and imagine cold, robotic donor interactions.

That’s the misconception Leya called out instantly.

Automation doesn’t eliminate the human touch —
it preserves it.

Because when the system handles the repetitive stuff,
your team finally has the emotional bandwidth to do the relational stuff.

The thank-yous.
The phone calls.
The personal check-ins.
The stewardship that actually moves donors.

Moves Management isn’t about doing less.
It’s about doing the right things more often.

Real-World Proof: What Happens Without a System

Erin shared stories that every nonprofit pro recognized instantly:

• conferences with clipboards instead of clean check-ins

• missed follow-ups after events

• portfolios no one documented

• fundraisers inheriting donors with zero context

• reports that took 20+ hours because the data was everywhere

In her words, the cost isn’t just time.
It’s energy, morale, and donor trust.

With a strong system, though?

Staff stop drowning in admin.
Donor relationships stop slipping.
Forecasting stops feeling like guessing.
And teams finally get to exhale.

Your First 30 Days With Moves Management

Erin offered one simple starting point:

Pick ONE journey and build from there.

Event sponsor → major donor
First-time donor → recurring donor
Volunteer → member

Doesn’t matter where you begin.
What matters is beginning.

Then ask the real question:

“What do we want this donor to feel?”

Automation handles the mechanics.
You design the experience.

The Bottom Line

Moves Management isn’t a luxury for “bigger organizations.”
It’s the foundation for nonprofits of every size.

Because:

Simplicity scales.
Systems protect your sanity.
And clarity unlocks generosity.

Leya and Erin didn’t just introduce a tool —
They introduced a way of working that finally matches the heart and complexity of nonprofit relationships.

And for organizations ready to raise more, stress less, and steward donors with confidence?

Ready to turn Giving Tuesday into year-round revenue?

Get a demo of BetterUnite and see how easy it can be to build donor journeys that actually convert — without extra staff or stress.
Email sales@betterunite.com to get started.