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

Agenda

• 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