Measuring and Evaluating Your Planned Giving Staff

December 2, 2011

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Overview

Design planned giving staff metrics appropriate for your shop.

Whether as part of a campaign or daily advancement work, planned gifts should be a part of any overall fundraising effort. However, extended giving timelines, revocability issues, vehicle complexities, and dual-ask expectations that come with gift planning make designing performance metrics particularly difficult for this responsibility area.

Join us online to learn how to develop planned 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 dedicated planned gift staff and general development officers.

WHO SHOULD ATTEND

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

CFRE CONTINUING EDUCATION CREDITS

Most Academic Impressions fundraising-related events are applicable for continuing education credits toward the CFRE International application for initial certification and/or recertification. This program is currently being considered for approval.

Agenda

Learning Outcome:

LEARNING OUTCOME

After participating in this webcast, you will be better able to choose appropriate metrics to measure the performance of your staff charged with planned gift duties.

Friday, December 2, 2011

1:00 - 2:30 p.m. EST

Underlying considerations
- Types of relationships and natures of gifts
- Gift timelines
Shop-contribution macro goals
Goals for PGOs
- Young portfolios
  - Activity
  - Closed gifts
- Mature portfolios
  - Proposals
  - Closed gifts
  - Contacts
  - Progress
  - Collaboration
Goals for MGOs with planned gift responsibilities
Effectively tracking your solution
Building buy-in for your solution

Want more information about this event?

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

Instructors

Jeffrey W. Comfort

Executive Director, Principal and Planned Gifts

Georgetown University

Jeff was recently responsible for overseeing university-wide planned giving efforts, resulting in $248 million of planned gift commitments for Georgetown’s $1 billion comprehensive campaign. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the planned giving program for the National Jewish Medical and Research Center. A past president of the National Committee on Planned Giving (now the Partnership on Philanthropic Planning), Jeff also sat on the organization’s board for five years and served as its 10th national conference chair. On a local level, Jeff is a current member and a past president and board member of the National Capital Gift Planning Council of Greater Washington.

Registration

CD Recording of Live Webcast

$350.00

Measuring and Evaluating Your Planned Giving Staff recording

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