Measuring and Evaluating Your Planned
Giving Program

Last updated October 12, 2015

Introduction

2:04

Determining the Right Metrics for Your Gift Planning Program

15:08

Collecting and Tracking the Right Data

42:01

Communicating the Impact of Gift Planning

18:56

Overview

Learn how you can use data to effectively measure and improve your planned giving program. You will learn how to:

Determine the right metrics for your shop
Collect and track key pieces of planned giving data
Communicate your program’s value internally and externally

Our expert instructor has experience at both small and large institutions and will share insights that you can apply to your own institutional context.

Who should attend?

Planned giving professionals and advancement leaders will learn how to objectively approach evaluating the success of their planned giving operation.

Agenda

Determining the right metrics for your planned giving program
- Establishing baseline metrics and a shared vocabulary
- Current institutional priorities
- Fundraiser experience level
- Maturity of donor pipeline
- Considerations for campaign metrics
Collecting and tracking the right data
- Systems consideration
- Retrieving key data points
- Developing an inventory
Communicating the impact of planned giving
- Communicating with institutional leadership
- Communicating with board leadership
- Positioning planned giving as a crucial advancement partner
Case study examples of successful metrics systems

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Major & Planned Giving

$350

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Table of Contents

Overview

Who should attend?

Agenda

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