Metrics for Gift Planners: A Balanced Approach

Joe Bull
 
Careers, budgets and donor satisfaction all hang in the balance when managers evaluate the success of individual gift planners and planned giving programs. They risk focusing on short-term activity and results at the expense of a long view that cultivates strong donor relationships and a pipeline bursting with expectancies. CGP’s Metrics Task Force has been interviewing managers of successful gift planning programs to recommend a performance evaluation strategy that ties day-to-day work with long term results. In this session, we’ll show you the path to a more productive approach to gift planner metrics and prepare to talk with your own managers about staff performance metrics that fit the scope and maturity of your gift planning program.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2016
Price: 
$30.00
Purchase Type: 
Individual
Recent News & Events
CGP Webinar: Implementing a Legacy Challenge Match Program at a Major, Multifaceted Institution
Jun 26, 2018
You don’t need to work at an organization as complex as George Washington University to learn from its legacy challen...
More
Tap Into Education
Jun 06, 2018
Giving you access to education relevant to your career and the challenges you face is CGP's top priority for 2018. In Ja...
More
Gifts of Art—Love AND Money
May 30, 2018
In the webinar “Charitable Planning with Art and Other Collectibles,” U.S. Trust’s Ramsay Slugg leads gift planners thro...
More
ACGA Rates Release New Suggested Maximum Rate Schedules Effective July 1, 2018
May 15, 2018
The American Council on Gift Annuities (ACGA) Board of Directors held its semi-annual meeting on April 24, 2018. As part...
More
Related Resources
Comprehensive Donor Relations: Moving Beyond Acknowledgements and Stewardship, Tools to Drive Major and Planned Gifts
This presentation highlights best practices of donor relations programs across the country. Research on donor relatio...
View
Click or Skip? What About Headlines Makes Donors Want to Read More?
Move over response rates! "Engagement" is the new "it" metric in planned giving. With today's technology, we have the...
View