Title: How We Do It: Measuring Program and Fundraising Productivity


Date: October 27, 2020

Time: 1:00 - 2:00 p.m. EST

Performance metrics for gift planning staff and the overall planned gifts program should focus on activities and outcomes that signal success. But too often, we measure the things that are easy to measure and overlook the actions or results that really matter. In this discussion, three gift planners share details about performance metrics systems that really work to set realistic expectations for staff and encourage a long-term approach to evaluating results.

Our panelists will discuss

  • Leading and lagging indicators of a productive gift planning effort.
  • How to measure gift planning results over the long term.
  • Characteristics that highly productive planned gift fundraisers have in common.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.




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