The Truth About Moves Management and How To Make It Work For You
Location: On-Demand
Host: Mallory Erickson
Guest Speaker: Adam Miller
Watch
Recording
A free webinar for fundraisers who have...
Followed all the “right” steps but still walked away from a donor meeting feeling disconnected or stuck. The traditional moves management model was built for a different era, and for many fundraisers today, it’s creating more friction than flow. You’re not alone.
In this open and honest conversation, fundraising experts Mallory Erickson, CEO of Practivated and Adam Miller Co-Founder/CEO at Instil explore what’s really getting in the way of major giving success.
Whether you’re feeling stuck in the system or just starting to question the playbook, this conversation will give you permission to try something different, and tools to help you do it.
What You’ll Learn
Why traditional moves management models can stall momentum and hurt connection
How to spot and shift mindset traps that sabotage donor relationships
Practical ways to align your tech, tools, and approach with how people actually make giving decisions
Real-world examples from Practivated and Instil that are helping fundraisers build trust and close major gifts with confidence
This Is For You If...
You’ve followed all the steps and still feel stuck, awkward, or transactional in major gift conversations
You’re craving a more human, aligned way to approach relationship-based fundraising
You want to better understand how technology can support (not replace) authentic connection
You’re tired of second-guessing your instincts—and ready to try something that fits the way you think, lead, and fundraise
You’ll Leave With...
A clearer understanding of why the old model isn’t working—and how to shift away from it
New tools and frameworks to help you build trust and confidence in high-stakes donor conversations
Permission to stop chasing perfection and start practicing alignment
Inspiration and practical next steps to help you raise more, stress less, and lead with intention
Guest Speaker
Adam Miller
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Adam Miller is a serial social entrepreneur and philanthropist dedicated to leveraging technology and innovation for social good. He founded Cornerstone OnDemand, growing it from his apartment into the world’s largest educational technology company, empowering over 75 million people. In 2021, Cornerstone was taken private in a $5.2 billion transaction.
Adam continues to drive impact with technology as the CEO of Instil, a software startup which modernizes nonprofit operations with relationship intelligence. He also serves as the Executive Chairman of Groundswell, which democratizes corporate giving, and as Managing Partner of 1P Ventures, which invests in other mission-driven tech companies.
Through 1P.org, Adam tackles pressing global challenges, including homelessness, gun violence, and climate change. He co-founded Better Angels to address homelessness in Los Angeles through scalable, community-driven solutions. He also helped create 97Percent, a bipartisan
organization working with gun owners to advance common-sense measures that reduce gun deaths.
As Chairman of Team Rubicon (2013–2020), Adam helped grow it into a leading disaster relief organization, mobilizing over 150,000 volunteers—mostly veterans. He led the merger creating FARE, the world’s largest food allergy nonprofit, and launched AllerFund, the first venture fund focused on innovation to support the food allergy community. A champion for LA’s tech community, Adam founded LA-Tech.org and the 1,000 Interns Initiative. He lives in Los Angeles with his wife and three children.
Host
Mallory Erickson
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Mallory Erickson works at the intersection of fundraising strategy, executive coaching, and behavior design to help nonprofit professionals master the most human part of their job, connection. A former fundraiser turned coach, she’s the creator of the Power Partners Formula™️, a framework that has helped over 60,000 nonprofit leaders raise more from aligned funders without burnout, overwhelm, or compromise.
She is the author of What the Fundraising and host of the podcast by the same name, where she unpacks the hidden systems that shape how fundraisers show up, from chronic stress and perfectionism to the scarcity mindset embedded in the sector’s DNA. Her work centers on the belief that when we support the people behind the purpose, we get better results and a more sustainable social impact sector.
In 2024, Mallory launched Practivated, an AI-powered platform where fundraisers can practice real donor conversations in a safe, dynamic environment. Think: a flight simulator for fundraising. From big asks to tough objections, Practivated helps fundraisers rehearse, refine, and build confidence because performance improves with practice, and fundraisers deserve that too.
