Measuring and Evaluating Your Annual Giving Staff

(Retired)
Retired course gerneric thumbnail

Measuring and Evaluating Your Annual Giving Staff

(Retired)

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

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.