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
Upcoming Events
CGP Webinar: Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts
Jan 28, 2020
The unpredictable and unsteady nature of our current tax laws have left your donors' advisors with a challenging and...
More
CGP Webinar: Fueling Your Mission: Capitalizing on Gifts of Oil & Gas
Feb 25, 2020
As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically o...
More
Related Resources
8 Cool Ways Your Donors Can Give With CRTs
This session from NCPP 2016 used a case study method to list 8 donor fact patterns and then described how using a CRT...
View
Storytelling for Gift Planning Success Your Roadmap for Collecting Great Stories
Stories have been with us since the beginning of time. We believe that we’re all “wired” for stories; when we hear a...
View