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The Fundraiser Scorecard: Simple, Effective Fundraising Metrics

Track: Relationship Management

Session Number: 4025
Date: Thu, Jul 29th, 2021
Time: 11:30 AM - 12:45 PM

Description:

In this session, David Lively, Senior Associate VP and Campaign Manager at Northwestern University, and Erin Lynch Moran, Partner at The Solas Group, will present The Fundraiser Scorecard, a tool that Northwestern University uses to help development officers track their progress and improve their ability to attain goals.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees can name the specific fundraising metrics David Lively's research has shown lead to higher fundraising results.
Learning Objective #2: Attendees can begin planning to implement their own "scorecard" at their own institution.
Software or Vendor Tools: No
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: PR:Competency 1: Organization and Fundraising Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: While anyone can benefit from this session, those who have several years of experience in prospect management and/or metrics reporting will benefit the most.
Shop Size: All Shop Sizes
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees can name the specific fundraising metrics David Lively's research has shown lead to higher fundraising results.
Learning Objective #2: Attendees can begin planning to implement their own "scorecard" at their own institution.
Software or Vendor Tools: No
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: PR:Competency 1: Organization and Fundraising Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: While anyone can benefit from this session, those who have several years of experience in prospect management and/or metrics reporting will benefit the most.
Shop Size: All Shop Sizes