Who We Are
Everyday Moves Management is a consulting practice built on the belief that great fundraising is not about one big ask—it’s about the everyday systems, stories, and stewardship that move your mission forward.Whether you're just starting to build your donor pipeline or ready to optimize your major gifts strategy, we help you design a moves management system that works in real life, not just on paper.
Our Approach
We believe fundraising is a form of community-building, and storytelling.
That’s why our work is:
Rooted in relationships – every move is human-centered
System-aware – built to last inside your team’s real workflows
Story-driven – because donors give to a future they believe in
Steady, not flashy – no silver bullets, just sustainable results
Ideal Partners
We work with nonprofits who are:
Feeling stuck in reactive fundraising
Ready to grow major giving sustainably
Wanting to center relationships over transactions
Small to mid-sized, or development teams building a new strategy from scratch
Services
Whether you're overwhelmed by your donor database, struggling to make reports useful, or starting from scratch with no structure in place, I will help you build practical systems that grow with your organization and let you focus on your mission—not your spreadsheets.
CRM & Systems Setup (Salesforce & More)
Configure Salesforce around your actual workflows—not someone else's template
Build helpful fields, automations, and layouts that your team understands
Integrate tools like Mailchimp, Google Sheets, and more.
Clean up data to reduce errors and restore trust in your tools
Create clear step-by-step guides for how and when to log donor activity
Reduce confusion with naming conventions, tagging systems, and process docs
Support onboarding and knowledge-sharing across your team
Build custom dashboards for directors, staff, or board members
Track giving, engagement, outreach, and team performance without spreadsheet gymnastics
Automate scheduled reports so everyone stays aligned and informed
Donor Strategy & Moves Management
Design clear, actionable donor pathways based on relationship-building, not guesswork
Segment your audience to personalize outreach
Build practical tracking systems (like “moves management”) that align with your capacity
Refine your case for support to tell the real story of your impact
Develop messaging aligned to supporter values and needs
Write donor engagement templates, email series, and talking points that feel natural—not salesy
Ask coaching
Starter Package
Systems You Can Trust
For small teams who need clarity, clean data, and usable reports.
Salesforce audit + recommendations
Custom dashboard (1 staff, 1 leadership)
3 core reports built to auto-send
Basic field + layout improvements
Data cleanup playbook (step-by-step)
Builder Package
Systems + Strategy Aligned
For growing teams who need strong internal tools and a smarter supporter journey.Includes everything in Starter, plus:
Supporter segmentation strategy
Moves management tracking framework
1 Moves Management map (e.g. major donor, monthly donor, or event follow-up)
2 SOPs or internal guides (e.g. “How to log a donor interaction”)
Salesforce field customization and layout support
Up to 5 custom reports or dashboards
2 rounds of revisions
Partner Package
Deep Dive + Ongoing Support
For organizations who need both execution and capacity building.Includes everything in Builder, plus:
1:1 advising with leadership or fundraising staff (3 sessions)
Messaging refinement (review or co-write case for support + email/letter template)
Email/letter engagement tracking plan
Ongoing support for 3 months (2 hrs/month of tech or strategy help)
SOP bundle: up to 5 internal process docs
Full Salesforce customization support
Customized Package
Need something else? Let’s build a scope that fits your team, your tools, and your goals. I love one-off builds (like new campaign dashboards), tech hand-holding, or team training.
Get in Touch
Book a free discovery call today
You know your work matters. But between donor spreadsheets, scattered notes, and a CRM that doesn’t do what you need—it’s hard to keep track of who needs what, when.That’s where I come in.
I help nonprofit teams build smart, story-driven systems that turn chaos into clarity.From setting up Salesforce dashboards that actually make sense, to mapping out meaningful supporter journeys and creating internal guides your staff will actually use—I give you the tools and structure to grow with confidence.Because great fundraising isn’t about a one-time pitch.
It’s about everyday moves—with purpose, clarity, and follow-through.
Get in Touch
Book a free discovery call today
You know your work matters. But between donor spreadsheets, scattered notes, and a CRM that doesn’t do what you need—it’s hard to keep track of who needs what, when.That’s where I come in.
I help nonprofit teams build smart, story-driven systems that turn chaos into clarity.From setting up Salesforce dashboards that actually make sense, to mapping out meaningful supporter journeys and creating internal guides your staff will actually use—I give you the tools and structure to grow with confidence.Because great fundraising isn’t about a one-time pitch.
It’s about everyday moves—with purpose, clarity, and follow-through.
Disclaimer
Last updated: May 7, 2025Welcome to Everyday Moves Management. We’re committed to providing thoughtful, high-quality consulting and strategy services for nonprofit organizations. That said, it’s important to clearly outline the scope of our work and set appropriate expectations.By using our website or engaging in our services, you agree to the following disclaimers:1. General Information
All information provided on this website is for general educational and informational purposes only. While we aim to provide accurate, up-to-date content, we cannot guarantee the completeness or accuracy of the material presented.Consulting services are provided on an "as-is" basis. While we bring strategy, experience, and best practices, outcomes may vary depending on each organization's structure, goals, and capacity.2. Third-Party Tools and Platforms
We often provide guidance related to third-party platforms and tools, including Salesforce, Google Workspace, email marketing platforms, and CRM systems. However, Everyday Moves Management is not responsible for the functionality, reliability, performance, or policies of these third-party services.Any technical or service-related issues with these platforms must be addressed directly with the provider.3. Website Content
All content on this website—including blog posts, guides, and downloadable resources—is provided for informational purposes only. We may update, modify, or remove content without notice. We are not liable for any outdated information, typographical errors, or omissions.4. Testimonials and Case Examples
Testimonials and examples reflect the experiences of past clients and are shared with permission. They do not guarantee specific results, as each organization’s context and implementation will differ.5. Limitation of Liability
We strive to work collaboratively and in good faith with all clients. However, Everyday Moves Management shall not be held liable for any indirect, incidental, consequential, or punitive damages, including but not limited to data loss, missed revenue, or reputational harm.Additionally, we cannot be held responsible for:Delays due to third-party platform issuesClient-side implementation gapsExternal events beyond our control (e.g., staff turnover, policy changes)6. Legal Compliance
We are not a legal or financial advisory service. While we can offer insight into nonprofit systems, development strategy, and operational workflows, clients are solely responsible for ensuring compliance with all applicable local, state, and federal regulations.7. Contact Us
If you have questions about these disclaimers or need clarification, please reach out at:
[email protected]Thank you for trusting Everyday Moves Management to support your mission and operations. We're honored to be part of your journey.
Terms of Service
Welcome to Everyday Moves Management! We’re honored to support your mission. These Terms & Conditions outline the expectations for working together. By hiring us or using this website, you agree to the following terms.1. Services
Everyday Moves Management provides consulting services for nonprofit organizations, including but not limited to:CRM setup and optimization (including Salesforce and related tools)
Reporting and dashboard development
Strategic development operations support
Fundraising strategy and supporter engagement planning
Staff training and documentation (SOPs, workflows, internal guides)Services may be provided via one-time packages, retainer agreements, or custom project scopes.2. Booking & Payments
To begin work, we require:1. A signed contract or proposal agreement
2. A non-refundable deposit or initial payment, depending on scope
3. Payments are processed through digital invoicing and may be paid via bank transfer, credit card, or other accepted methods. Credit card transactions may be subject to processing fees.
4. Late or missed payments may result in a pause or cancellation of services.3. Cancellations & Rescheduling
We ask for at least 30 days’ written notice for any cancellations.Payments made prior to cancellation are non-refundable and are considered payment for services rendered up to the cancellation date. Clients are responsible for paying any outstanding invoices for completed work.With advance notice, payments may be applied toward future work if rescheduling occurs within a reasonable timeframe. Cancellations without rescheduling are not eligible for refund or credit.4. Client Responsibilities
To ensure a smooth and productive collaboration, clients agree to:Provide a primary point of contact
Communicate regularly and in good faith
Share access to systems, data, and tools needed for the scope of work
Notify us promptly of any internal changes that may affect timelines, deliverables, or directionWork cannot begin until a contract is signed.5. Intellectual Property
All tools, templates, and materials created by Everyday Moves Management remain our intellectual property unless otherwise agreed upon.Clients receive full rights to use the final deliverables for their internal operations. Unused drafts or strategy proposals remain the property of Everyday Moves Management.We may feature completed work (anonymized or attributed, as appropriate) on our website, case studies, or social platforms—but we will always respect your privacy and mission.6. Changes & Additional Services
If changes to the agreed-upon scope arise, we’ll confirm in writing and either adjust the contract or bill additional time at our standard hourly rate.We’ll always be transparent about added time, costs, or deliverables before proceeding.7. Limitation of Liability
We are committed to delivering thoughtful, high-quality work. However, Everyday Moves Management is not responsible for delays, data loss, or disruptions caused by third-party platforms, service providers, or factors beyond our control (e.g., staff turnover, policy shifts, outages).In no event shall either party be liable to the other for indirect, incidental, or consequential damages, including but not limited to lost revenue or reputation.8. Privacy & Confidentiality
We treat your information with care. During our work together, both parties may share confidential data such as fundraising records, donor lists, or internal processes. We agree to keep such information private unless otherwise permitted by the client or required by law.With your consent, we may share outcomes, visuals, or testimonials that showcase our partnership.9. Governing Law
These terms are governed by the laws of the State of New York.10. Contact Us
Have questions?
Email us at: [email protected]Thank you for choosing Everyday Moves Management. We’re here to help you move your mission forward—every day.
Privacy Policy
Last updated: May 7, 2025Welcome to Everyday Moves Management. Your privacy matters to us. This policy outlines what information we collect, how we use it, and your rights as a visitor or client.We believe in transparency, minimal data collection, and never using your information in ways that violate your trust.What We Collect
When you contact us through this website (via form, email, or scheduling link), we may collect the following information:Your name
Your email address
Your organization’s name
Your role/title
What services you're interested in
Any other details you choose to include in your messageThat’s it—we only collect what we need to respond and communicate effectively.How We Store Your Information
Your data is securely stored in tools we actively use to run our business, including:
Google Workspace
Trello or other internal project management tools
Website form processors (e.g., Google, Mailchimp)
SalesforceWe do not share, sell, or rent your personal information to any third parties. Ever.Cookies & Tracking
We do not use traditional cookies for personal tracking. However, we may use tools like:A Google Analytics tag
A Pinterest Pixel or similar traffic trackerThese tools help us understand general website activity (such as which pages are visited most), but do not collect personally identifiable information unless you submit a form directly.Marketing & Emails
We don’t send email newsletters or mass marketing campaigns. You’ll only hear from us if:You fill out a contact form
You schedule a call
You're actively working with us on a project
We will never send spam or unsolicited emails.Your Rights
You are in control of your data. At any time, you can:Request a copy of the information we’ve collected
Ask us to update or delete your data
Withdraw consent for communicationTo do so, just send an email to [email protected] and we’ll handle it promptly.Questions or Concerns?
If you have any concerns about how your data is being handled, please reach out. We're committed to protecting your privacy and treating your information with care.Contact us at: [email protected]
Website: everydaymovesmanagement.com