Donor Moves is a fundraising pipeline app that helps you track donors from first contact to gift — and keep them moving forward.
Last revised: v1.3.1 — May 27, 2026
New organizations start with a 30-day free trial — no credit card required at signup.
Your agreement to the Terms of Service is recorded along with the version accepted and the date — this log is kept as part of your account record.
When your trial period is nearing its end, the app will prompt you to set up billing. See the Billing section for details.
Every sign-in requires two things:
| Field | Description |
|---|---|
| The email address associated with your account. For org owners, this is the recovery email you set at signup. For team members, it is the email your org owner entered when adding you. | |
| Password | Your personal password. |
If you forget your password, tap Forgot password? on the sign-in screen and enter your email address. A reset link will be sent to that address.
Every donor moves through five active stages, with one terminal outcome stage:
| Stage | Probability | What it means |
|---|---|---|
| Identification | 0% | Prospective donors being researched for giving capacity and mission alignment. |
| Qualification | 10% | Confirming the prospect has the capacity, interest, and readiness to give before deeper engagement. |
| Cultivation | 50% | Actively building the relationship through meaningful interactions, visits, and stewardship. |
| Solicitation | 75% | Making the ask — presenting a specific gift opportunity and seeking a commitment. |
| Stewardship | 100% | Thanking donors, reporting on impact, and deepening the relationship to inspire future giving. |
| Declined | 0% | Donors who have chosen not to give at this time. Excluded from weighted pipeline totals and the Pipeline History chart. |
The weighted gift (Ask Amount × stage probability) updates automatically as a donor advances. Donors can be moved to Declined from any stage via the move log or the donor edit form.
| Section | What it shows |
|---|---|
| Dashboard | Pipeline summary, key stats, pipeline history chart, recent activity |
| Actions | All donors in a table sorted by stage; overdue and stalled donors flagged in red |
| Donors | Filterable donor list; overdue next steps highlighted in red |
| Interactions | Every logged interaction across all donors, grouped by date |
| Calendar | Week and month views of upcoming next steps |
| Account | Subscription, billing, recovery email, time zone, and fiscal year settings |
The dashboard gives you an at-a-glance view of your pipeline health.
The row of cards at the top of the dashboard shows your key numbers:
The Pipeline Overview table breaks down your pipeline by stage, showing:
How each stage is valued:
| Stage | Value shown |
|---|---|
| Stewardship | Actual fiscal-year gifts received — always matches the $ Raised stat card |
| All other stages | Ask Amount × stage probability, using the midpoint of each donor's capacity range |
The probability weights for non-stewardship stages are: Identification 0%, Qualification 10%, Cultivation 50%, Solicitation 75%. Declined donors carry 0% weight and are excluded from all weighted totals — they appear in the Overview with a donor count but contribute $0.
The legend at the bottom of the table reads: Stewardship: actual FY gifts raised · Other stages: weighted capacity
Below the overview table, the Pipeline History Chart shows a stacked bar graph of your pipeline's weekly value broken down by stage. Each bar represents one week, with color-coded segments for each stage. Dollar amounts are displayed at the top of each bar.
Bars are stacked so the most committed dollars sit at the bottom: Stewardship appears first (bottom), followed by Solicitation, Cultivation, Qualification, and Identification at the top. This keeps the most reliable revenue grounded and the most speculative at the top. Declined donors are excluded from the chart entirely.
The chart automatically scrolls to the most recent week on load. A gradient fade on either edge indicates that more bars extend off-screen — swipe (or scroll on desktop) to navigate. This chart makes it easy to spot trends — whether your pipeline is growing, shifting between stages, or stalling.
At the bottom of the dashboard, Recent Moves lists the latest stage changes across your donor portfolio, so you can see momentum at a glance.
Gift types: Annual Gift · Fall Appeal · Benefit · Capital
If you have an existing donor list — for example from a spreadsheet or a previous system — you can bulk-import donors from the Account tab. Go to Account, find the Import My Data panel, and tap Import Donors to open the import window.
A Download template (.xlsx) link appears on the panel. Click it to download a pre-formatted Excel file with the correct column headers and a sample row — this is the fastest way to prepare your import file.
Prepare an Excel workbook (.xlsx) with the following columns in order. The first row may be a header row — it is automatically skipped.
| Column | Required | Notes |
|---|---|---|
| First Name | Yes | |
| Last Name | Yes | |
| Stage | No | Identification, Qualification, Cultivation, Solicitation, Stewardship, or Declined. Defaults to Identification if blank or unrecognized. |
| Street | No | Street address (e.g. 123 Main St). Leave blank if unknown. |
| City | No | City name. |
| State | No | 2-letter state abbreviation (e.g. IL). Automatically uppercased. |
| ZIP | No | ZIP code (e.g. 62701). |
To bring in a donor's giving history at the same time, add groups of three columns after ZIP (column 7) — one group per gift:
| Column | Required | Notes |
|---|---|---|
| Gift Amount | Yes (per gift) | Numeric value. Dollar signs and commas are stripped automatically (e.g. $1,000 → 1000). |
| Gift Date | Yes (per gift) | MM/DD/YYYY or YYYY-MM-DD. Excel date cells are also accepted. |
| Gift Type | No | Annual Gift, Fall Appeal, Benefit, or Capital. Partial matches work (e.g. Annual → Annual Gift). |
Add as many gift groups as you need — simply continue adding columns in sets of three for each additional gift. A gift row is skipped if the Amount or Date is missing or unreadable; it does not affect the donor row.
Example layout (13 columns for one donor with two gifts):
| First Name | Last Name | Stage | Street | City | State | ZIP | Gift Amount | Gift Date | Gift Type | Gift Amount 2 | Gift Date 2 | Gift Type 2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | Stewardship | 123 Main St | Springfield | IL | 62701 | 5000 | 2024-03-15 | Annual Gift | 2500 | 2023-09-01 | Fall Appeal |
| Bob | Jones | Cultivation | 1000 | 01/15/2024 | Capital | |||||||
| Alice | Brown | Identification |
Once you tap Import, the result banner reports:
Imported gifts appear immediately on each donor's detail page and in the $ Raised dashboard stat. Stage changes from the import are not recorded in a donor's Stage History timeline — the import treats the stage as the donor's starting point, not a transition.
Opening a donor shows everything about them in one place:
Edit the donor and change their Stage field. The date of the change is recorded automatically and appears in the Stage History timeline.
You can also move a donor's stage when logging an interaction — select New Stage at the bottom of the interaction form.
From a donor's detail page, tap Log Interaction.
| Field | Notes |
|---|---|
| Type | Phone Call, Meeting, Email, Event, Site Visit, Proposal, Letter, Other |
| Date | Defaults to today |
| Notes | What happened |
| Outcome | Result of the contact |
| Next Action | What you plan to do next |
| New Stage | Optionally advance the donor's stage at the same time |
Interactions can be edited or deleted using the pencil/trash icons on each card.
Right after a call or meeting, you can capture the interaction by speaking instead of typing.
• [Sarah] Send the new gift proposal by Friday. If no owner is mentioned, the bullet uses • [Unassigned] …. Edit them like any other text.Voice notes work on both the mobile app and the web preview. Recordings are transcribed once after Stop — they aren't streamed live — so you do need a network connection at that moment.
From a donor's detail page, tap Log Gift.
| Field | Notes |
|---|---|
| Amount | Dollar amount received |
| Date | Date of the gift |
| Gift Type | Annual Gift, Fall Appeal, Benefit, or Capital |
| Notes | Any relevant context |
The total given appears on the donor card as a green badge. Gifts are also reflected immediately in the $ Raised stat on the dashboard.
The Donors page lists all of your donors with search and filtering tools.
The list loads 50 donors at a time. A count at the bottom of the list shows how many donors are currently displayed versus the total (e.g., Showing 50 of 540 donors). Tap Load more to fetch the next 50. Changing the search term or stage filter automatically resets back to the first page.
Donors with a past-due next step are highlighted in red. They also appear in your weekly digest email.
Switch between Week and Month views using the toggle at the top right.
Use the arrow buttons to navigate forward and backward.
Every Monday morning you receive an email listing every donor whose next step is overdue. Each item in the email has two one-click actions:
No login required to use these links. The digest is sent to the Recovery Email address on your Account page.
The Account tab manages your personal settings and organization preferences.
Your subscription starts with a 30-day free trial. No credit card is required to sign up.
Setting Up Billing
Managing Your Subscription
Once subscribed, tap Manage Subscription on the Account tab to:
Billing Alerts
Subscription payments are processed securely through Stripe and renew monthly on the same date as your initial payment.
Data Retention after Cancellation
If you cancel your subscription, your account and all of your data remain fully accessible for 90 days from the cancellation date. During this window:
If you resubscribe before the 90-day window closes, your data is fully restored and the deletion countdown is cancelled.
Add an email address under Recovery Email so you can reset your password if you're ever locked out. This address is also where your weekly digest email arrives every Monday and where billing and data-deletion notices are sent. This is also the email address you use to sign in, and is required.
The Team Members section shows everyone in your organization who can sign in. You can add new users and remove existing ones at any time.
Adding a team member:
Removing a team member:
Tap the trash icon next to any member's name and confirm the removal. They will no longer be able to sign in. You cannot remove yourself.
Set your organization's Time Zone so the app correctly identifies which donors are overdue today and so your weekly digest email arrives at the right local time.
America/New_York, America/Chicago, America/Los_Angeles).Tap Save Time Zone to apply. The field is required — the Save button is disabled until a time zone is selected.
Set your organization's Fiscal Year End date — the month and day when your fiscal year closes. Required — the Save button is disabled until both a month and a day are selected.
The app validates the date as you type — for example, entering day 31 for a 30-day month will show an error and disable the Save button. Switching to a different month automatically adjusts the day if it exceeds that month's maximum.
Enter your organization's Fundraising Goal — the total dollar amount you aim to raise in the current fiscal year. Required — the Save button is disabled until a value is entered.
This setting is shared across your whole account.
Once configured, the $ Raised dashboard card and the Stewardship row in the Pipeline Overview will only count gifts recorded on or after the first day of the current fiscal year. If no fiscal year end is set, all-time gift totals are shown instead.
On the Account tab, the Import My Data panel lets you bring an existing donor list into the app in bulk. This must be done from a desktop browser — file uploads are not supported on mobile.
See Importing Donors for the full file format and column reference.
On the Account tab, the Export My Data section lets you download your data as CSV files ready to open in Excel or Google Sheets. This must be done from a desktop browser — file downloads are not supported on mobile. Available exports:
Donor Moves' legal documents are published at donormoves.net and are accessible from within the app at any time:
| Document | Link |
|---|---|
| Terms of Service | donormoves.net/terms |
| Privacy Policy | donormoves.net/privacy |
Links to both documents appear in the footer throughout the app and on the account creation screen. Tapping either link opens the document in a new browser tab.
Terms acceptance — when you create an account, you must check the box confirming you agree to the Terms of Service and Privacy Policy. The version accepted and the date of acceptance are recorded on your account.
For questions about your data or our policies, contact us at hello@donormoves.net.