Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners

The Chair of CGP’s national Metrics Task Force brings an update on the challenging process of measuring the performance of gift planners and planned giving programs. We know that many gift planners consider their metrics to be counterproductive, incentivizing the wrong behavior and imposing a short-term view on a long-term process. CGP is working with the national Fundraising Effectiveness Project to develop an alternative that offers large and small organizations a realistic way to understand how individual performance contributes to overall fundraising results. In this program, you’ll learn the current thinking about key performance metrics, and see how those numbers might be used to generate information that helps managers understand the importance of gift planners’ work.