Session Description: Metrics for Gift Planners: A Balanced Approach

Careers, budgets and donor satisfaction all hang in the balance when managers evaluate the success of individual gift planners and planned giving programs. They risk focusing on short-term activity and results at the expense of a long view that cultivates strong donor relationships and a pipeline bursting with expectancies. CGP’s Metrics Task Force has been interviewing managers of successful gift planning programs to recommend a performance evaluation strategy that ties day-to-day work with long term results. In this session, we’ll show you the path to a more productive approach to gift planner metrics and prepare to talk with your own managers about staff performance metrics that fit the scope and maturity of your gift planning program.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour