Training details

calendar_today Thursday, April 25, 2019

access_time 12:00 pm - 2:00 pm PT

place Foundation Center West
312 Sutter Street
2nd floor
San Francisco, CA 94108

attach_money $15


This hands-on session provides an opportunity for participants to plan moves management activities for their prospects and donors, with the goal of “moving” them closer to an initial or higher level major gift. Panelists will provide a brief overview of moves management best practices, and then lead breakout groups to workshop prospects.

Please bring your prospect names and profiles to this session!

Moderator: Lisa Hoffman

This program is part of a series that began in 2018 with "A Day in the Life of a Major Gifts Officer," followed by "Taking the Mystery Out of Moves Management."

You are welcome to bring your own lunch! Soft drinks and snacks will be provided.

Space is limited!

Intended audience

  • All levels of experience
  • Fundraising & development staff


Shernaz Boga Associate Director of Leadership Gifts ACLU of Northern California
Susan Corlett Fundraising Consultant
Katiti Crawford Donor Engagement Director SFJAZZ
Brenda Laribee BL Consulting
Lisa Hoffman (she/her) Consultant

By enrolling in this training, you agree to grant Candid permission to document this session with photography, film, and/or video. Material captured may be used in future publications, brochures, or other printed materials used to promote Candid. Please inform instructor if you do not agree to these conditions.