Email info@movesmc.com or call (480) 382-9650.

General business hours are Monday through Friday, from 8am to 5pm MST. Our offices are closed for Federal Holidays.

You can find a list of services on our Client Services page. If you have further questions about our services, please email sasha@movesmc.com.

We serve nonprofits of all sizes (many mid-sized organizations) who are ready to make improvements to their donor database. We are flexible in our approach and will structure each proposal to best fit each Client’s needs.

Depending on the nature of the project, we will typically collaborate with 1-3 people from your Fundraising team who regularly use the database (e.g. Database Administrator, Development Coordinator, Chief Executive Officer, Chief Development Officer, gift entry team members, or other database super users) to understand organizational challenges, long-term goals, and how we can support you in optimizing your data.

If you are interested but not yet sure what a potential partnership with us may look like, please fill out this Contact Form. We will be in touch to learn more and can set up an initial discovery call with Sasha Lewis.

If you are a prospective client ready for a proposal, please fill out the Pre-Proposal Questionnaire. Your responses will help us understand how to best structure the proposal for services. After you review the proposal, we can set up a call with you to discuss any desired adjustments to the scope of work. 

Please allow about 3 business days for a response to new inquiries.

Some examples of tasks that fall under Database Management:

-Online event and giving forms setup

-Email marketing setup and structure support (assets and copy must be provided by Client)

-Reconciliation of transactions with accounting

-Reports or query support

-Workflows/automation support

-Make changes to gifts not entered by the Consultant

-Conduct data imports

-Update returned mail addresses

-Setup, update, or make changes to thank you letters or receipt templates

-Support in training staff end users on best practices and advanced CRM capabilities

-Setup or make changes to campaigns, segment codes, or custom fields

The above list is an example of database management services and does not reflect all the areas of support. When identifying management tasks and deliverability, we account for the remaining retainer hours available, as well as any existing priorities identified by your team. 

We provide gift entry administrative support to the Client to process donations received during the contract period. Basic gift entry contracts include:

-Entry of online and offline donations (cash/check, ACH, credit cards, in-kind) into the database on a regular basis. On average, gift entry is conducted three times a week, or more during busy giving seasons

-Pulling payout reports from third-party payment processors and crediting to appropriate donors

-Preparing thank you letters in Word Document format for dissemination by the Client. On average, thank you letters are generated twice a week, or more during busy giving seasons

-Assisting with annual statement generation via the database

We do not write or edit copy for any emails, direct mailings, acknowledgment letters, etc. We ask that your team send us templates, marketing assets, and written copy for all donor-facing materials.

We do not call or email your donors directly. For gift entry clients, we may assist with one-off requests for re-sending acknowledgment letters, or help with pulling their gift records when requested.

Changes to the overall database structure or old coding patterns (e.g. bulk updates to Campaign, Appeal, Project/Fund codes) typically do not fall under retainer work and must have a Database Cleanup or Database Implementation project scoped.

Once an agreement is signed, the first payment is received, and database access has been granted to our team, the project work can begin. Moves Management will use the deliverables outlined in the agreement to guide the timeline of project work. 

Congratulations on taking the first steps toward more meaningful data and making a greater impact! You can visit this page with more information on next steps and what to expect upon project kick-off. Our team will also follow-up to confirm receipt of signature.

General business hours are Monday through Friday, from 8am to 5pm MST. Our offices are closed for Federal Holidays.

Because our team is remote and maintains varying schedules, we may occasionally respond to Support Tickets outside of regular business hours.

Please allow our team to respond to Support Tickets within 1-2 business days. If you have an urgent request, include “URGENT” in the subject line.

Because our team is remote and maintains varying schedules, we may occasionally respond to Support Tickets outside of regular business hours. Our urgency is your urgency – so please respond whenever the time works best for your schedule.

You can share files with Moves Management through any of the following methods:

1. Submitting a Support Ticket and attaching the file
2. Attaching the file to a related Project Task in the Client Portal

Progress on deliverables will be visible in the Client Portal under Projects > “Tasks.”

Billable hours toward current management retainer projects are tracked through the Time Tracker in your Client Portal.

You will be sent your invoices via email which will include a link to pay invoices online. Invoices may also be available in the Client Portal where you can pay via credit card (only available for billing clients with access). You may also send payment via check or ACH using the information outlined at the bottom of the invoice.

You can email sasha@movesmc.com for any questions about invoicing.

For current clients, questions or requests can be submitted by:

1. Emailing support@movesmc.com
2. Submitting a Support Ticket form
3. Through “Requests” in your Client Portal

You can access the Client Portal simply by going to portal.movesmc.com or through the “Client Portal” link at the top of our website. Please bookmark the link for quick access in the future. You may click “Sign in using Magic Link” to receive a link via email, no password required. Note that only current clients who actively collaborate with Moves Management on projects will be able to login to the Client Portal. 

Please email mariah@movesmc.com should you have any issues logging in.

You can book a meeting directly through the Client Portal by going to Meetings in the left-hand menu. If you would like to schedule with Sasha directly, you may do so through this link here.

Please note that our team typically does not take meetings on Wednesdays.

No, you can have concurrent contracts with different start/end dates.

Moves Management will capture any requests that are outside of the project scope as a “wishlist” task in the Client Portal, and will tag these as “not scoped.” We are happy to discuss other service offerings and prepare an additional proposal if needed.

We are all ears on how we can better serve you. The Client Feedback Survey is available for you to provide feedback. The name field is optional and you may submit it anonymously. You can also email sasha@movesmc.com directly with any questions or additional feedback.

Your referral means so much to us! You can direct your referrals to our website to submit our contact form where they can list you as the referrer. They can also simply email info@movesmc.com.