Identifying and Applying Metrics that Matter in Annual Giving

Identifying and Applying Metrics that Matter in Annual Giving

February 19 & 21, 2019 | 2:00 - 3:00 p.m. EST

 

Register

Learn how to strategically identify, track, and use actionable metrics to further efforts in annual giving.

The metrics you gather, track, and report to leadership can differ based on the focus of your annual giving program. We’ve created a two-part metrics series that will give your shop the tactics it needs, whether your focus is on increasing alumni participation/donors or dollars. We welcome you to tune in to both parts for the most comprehensive approach to metrics or choose the webcast that best aligns with your program’s most pressing goals.

In both webcasts, our faculty will cover the essential metrics that you need for your shop’s goal setting and performance measurement. Learn how to apply these metrics to strategic planning processes and more effectively report results to leadership.

 

Who Should Attend

Regardless the size of the program or resource limitations, these key metrics can be applied in your shop to fuel your annual giving program’s success. Annual giving professionals looking to strengthen their metrics tracking and reporting will benefit from this content.

Agenda

Key Metrics for Donor-Focused Annual Giving

February 19 at 2:00 p.m. Eastern

Learn how to:

  • Understand the key performance indicators that will drive your donor numbers or alumni participation numbers forward
  • Apply these metrics to direct marketing and micro campaign strategy
  • Effectively report your donor results to leadership
Key Metrics for Dollar-Focused Annual Giving

February 21 at 2:00 p.m. Eastern

Learn how to:

  • Understand the key performance indicators that will drive your dollar growth
  • Apply these metrics to pipeline development, direct marketing, and personal solicitation strategy
  • Effectively report your dollar results to leadership

Speakers

Dan-Frezza
Dan Frezza

Associate Vice President for Lifetime Philanthropic Engagement & Annual Giving, William and Mary

In his current role, Dan Frezza oversees the strategic leadership and execution of a comprehensive annual giving approach that includes fundraising priorities for 13 school and units. William & Mary boasts the highest undergraduate alumni participation rate among the public ivy universities and also leads all top 50 nationally ranked USNWR public universities. Under his leadership, Dan has successfully positioned annual giving and participation as key campaign goals in a $1 billion comprehensive campaign. During his five year tenure William & Mary has grown from 23% participation in 2012 to 29.9% in 2017.

Dan has more than 14 years of higher education experience, ranging from student affairs, alumni engagement and annual giving. He received his bachelor’s degree in communications and marketing from Western Carolina University and his master’s degree in higher education administration from North Carolina State University.

Session 1 Only

$495

Session 1 Live Webcast + Recording

  • Access to the live webcast and permanent recording
  • Presentation materials and resources for session 1

Session 2 Only

$495

Session 2 Live Webcast + Recording

  • Access to the live webcast permanent recording
  • Presentation materials and resources for session 2

Questions About the Event?

Egstad-Whitney

Whitney Egstad
Program Manager, Academic Impressions

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