Measuring and Evaluating Your Annual Giving Staff

July 16, 2012 - 1:00 to 2:45 pm EDT

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Overview

Solely measuring dollars raised isn’t 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 only further complicates 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.

FREE RESOURCE

Included with the presentation materials to this webcast will be a sample of instructor Rick Dupree’s quantitative performance measurement model for annual giving professionals. We encourage you to share it before the webcast with any colleagues attending the program with you.

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.

Did you miss our FREE webcast?

Answering Five Key Advancement Staff Metrics Questions

Recorded on March 19, 2012

Sign-up to receive a recording of this complimentary webcast, which will be delivered via a link in an email sent to you. Originally broadcast on March 19, 2012, our expert panelists discuss five key staff metrics questions and how to address them.

CFRE CONTINUING EDUCATION CREDITS

This webcast has been approved for continuing education credits toward the CFRE International application for initial certification and/or recertification.

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 professionals.

Monday, July 16, 2012

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

Best Value

Purchase the webcast and CD recording together and receive the CD for half price.

$525.00

Live Webcast Connection + CD Recording for Measuring and Evaluating Your Annual Giving Staff

Early bird price of $525.00 in effect until July 09, 2012. Save $75.00 off the regular price of $600.00

Attendee Information

Please provide your information.

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Live Webcast Connection

With a single site connection you can invite as many people as you like to watch and listen to the webcast from the same computer. You’ll also receive an electronic link to the presentation materials and handouts as well as additional resources referenced during the live event. Following the webcast you’ll receive an email that contains a link to the recorded webcast (link active for 60 days). Additional site connections are also available for $195.

Early bird price of $350.00 in effect until July 09, 2012. Save $75.00 off the regular price of $425.00

$350.00

Measuring and Evaluating Your Annual Giving Staff

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
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CD Recording of Live Webcast

We record the audio and visual portion of all live webcast events and make them available in two forms; as a CD or as an electronic download. CD recordings are mailed with a bound copy of the presentation materials and handouts approximately 10 business days following the live webcast date.

Save 50% when you purchase a recording in conjunction with a live event connection!

$350.00

Measuring and Evaluating Your Annual Giving Staff recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
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On-Demand Download of Live Webcast (180 day license)

We record the audio and visual portion of all live webcast events and make them available in two forms; as a CD or as an electronic download. On-demand downloads are available through an internet link sent via email approximately 10 business days following the live webcast date (links are active for 180 days). On-demand downloads require pre-payment prior to receiving the access link.

Save 50% when you purchase an on-demand download in conjunction with a live event connection!

$350.00

Measuring and Evaluating Your Annual Giving Staff on demand

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
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Refunds will be issued only if cancellations are received in writing by May 11, 2012. A $75.00 processing fee will be assessed. After May 11, 2012 a credit (less $75.00 processing fee) will be issued. The credit will be valid for 12 months and can be used toward any future conferences, web conferences, audio proceedings, or web conference archives. In case this event is cancelled, Academic Impressions' liability is limited to a refund of this registration fee only.

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STAFF METRICS

Learn better ways to measure the performance of your advancement staff across positions

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Measuring and Evaluating Your Annual Giving Staff

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FREE RESOURCE

WHO SHOULD ATTEND

Did you miss our FREE webcast?

Answering Five Key Advancement Staff Metrics Questions

CFRE CONTINUING EDUCATION CREDITS

Monday, July 16, 2012

Want more information about this event?

Richard K. Dupree

D. Scott Peters

Best Value

Live Webcast Connection + CD Recording for Measuring and Evaluating Your Annual Giving Staff

Live Webcast Connection

Measuring and Evaluating Your Annual Giving Staff

CD Recording of Live Webcast

Measuring and Evaluating Your Annual Giving Staff recording

On-Demand Download of Live Webcast (180 day license)

Measuring and Evaluating Your Annual Giving Staff on demand

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