Measuring and Evaluating Your Annual Giving Staff

Measuring and Evaluating Your Annual Giving Staff

Table of Contents


Overview

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

 

Resources

 

Download the presentation slides (PDF)
Download the additional resources (PDF)