Key Metrics in Major Giving Fundraising

Track: Strategic Management

Session Number: 2035
Date: Fri, Aug 2nd, 2019
Time: 10:30 AM - 11:30 AM
Room: Grand Sonoran F

Description:

Ever wonder if your major giving team is managing to the right metrics? Are the metrics you're tracking resulting in the desired outcomes? In this session we will highlight the 5 Strategic Metrics that matter most in major giving:
1. Prospect Assignments: Are all of our highest capacity and most engaged prospects staffed?
2. Penetration: Is our pool of assigned prospects being connected with?
3. Moves: Are we moving prospects forward at a reasonable pact?
4. Solicitation Levels: Are our asks at the right level relative to capacity and attachment?
5. Yield: Are we closing solicitations at an aggressive level?
We will dig deep into each of these metrics and give you concrete steps for implementing them yourself. And we'll share best practices regarding how to have the kind of data-based discussions with your major gift officers that will build trust and lead to improved performance.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: DA:Competency 6: Strategic Management & Communication
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn the 5 strategic metrics that matter most in managing major giving teams.
Learning Objective #2: Attendees will learn how to use data in conversations with major gift officers to build trust and support desired outcomes.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: DA:Competency 6: Strategic Management & Communication
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn the 5 strategic metrics that matter most in managing major giving teams.
Learning Objective #2: Attendees will learn how to use data in conversations with major gift officers to build trust and support desired outcomes.
Shop Size: All Shop Sizes