Measuring and Evaluating Your Annual Giving Staff

September 13, 2011

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Overview

Measuring dollars raised isn’t always the best way to evaluate your annual giving staff.

Determining if your annual gift effort is meeting its dollar goal is relatively easy. However, the increasing reach of annual giving responsibilities into specific constituencies and specialized projects is only further complicating the difficult task of designing effective staff evaluation criteria.

Join us online to learn how to develop annual giving staff metrics for your institutional setting. You will leave the webcast armed with the tools necessary to design an appropriate solution for both your annual giving generalists and specialists.

WHO SHOULD ATTEND

Advancement managers charged with establishing a measurement and evaluation system for their annual giving professionals will leave the webcast better able to use choose appropriate metrics that advance their shop goals.

Agenda

Learning Outcome:

After participating in this webcast, you will be better able to choose appropriate metrics to measure the performance of your annual giving staff.

Tuesday, September 13, 2011

1:00 - 2:45 p.m. EDT

Aligning your metrics to your institution's values
The annual giving staff metrics backdrop at the Kelley School of Business and the University of Richmond
- Impetus for creation
- Modification history
Performance measurements for annual gift generalists
- Budget management
- Contacts
- Dollars
- Faculty and staff giving
- Leadership giving
Performance measurements for annual gift specialists
- Classes and reunions
- Faculty and staff giving
- Leadership giving
- Mass marketing (direct mail and email)
- Phone program
- Special constituencies
Effectively tracking your metrics system
Building top-level buy-in for your metrics effort

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Richard K. Dupree

Assistant Dean, Development and Alumni Relations, Kelley School of Business

Indiana University

A fundraising executive and consultant, Rick comes to the topic of evaluating alumni relations professionals with a broad background in advancement. Serving as a senior development professional for over 20 years, his expertise in designing metrics to evaluate advancement staff has led him to advise on the subject both domestically and abroad. Prior to his current role, Rick served on the development staff at the University of Evansville and as director of major gifts as well as managing director of capital campaigns for Michigan’s Interlochen Center for the Arts.

D. Scott Peters

Director, Annual Giving

University of Richmond

With more than 20 years of annual giving experience at both large public and small private institutions, Scott currently manages a staff of 14 with an eye toward performance tracking to improve Richmond’s fundraising efforts. Starting his advancement career at West Virginia Wesleyan College, he went on to manage successful annual giving programs at Eastern Kentucky University, Pomona College, and, most recently, Valparaiso University. Scott has presented at both regional and national events across the country.

Registration

CD Recording of Live Webcast

$350.00

Measuring and Evaluating Your Annual Giving Staff recording

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