Evaluating the performance of planned giving officers can be challenging, especially when gifts may not be received until years later. If you need guidance on developing criteria for measuring success, have a look at the latest issue of the Journal of Gift Planning (1st Qtr) from the National Committee on Planned Giving. In the article, “Evaluating Gift Planner Performance” expert Tom Cullinan suggests that some areas for measurement may include:
Existing and deferred gift commitments
Number of donor meetings
Response rates to marketing efforts
Number of new prospects identified
The article also provides guidance on standards for prospect meetings, cold calls, and activity reports.
For additional readings on planned giving, search the Catalog of Nonprofit Literature.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment