Gift Planning Metrics: The Empire Strikes Back or A New Hope?

Speaker: Joe Bull With the advent of advanced computation and “big data”, metrics of fund raising activities are prevalent throughout all types of organizations. When it comes to measuring the effectiveness of a gift planning program, what are the best measures? When it comes to measuring the effectiveness of blended gifts, what are the best measures? Although not all “planned” gifts are deferred, much of the work of individual gift planners will pay off in the future—often after the original fundraiser has left the organization and the donor relationship and stewardship of the commitment have changed hands, perhaps several times. PPP's Metrics Task Force is examining best approach to setting goals and measuring performance for fundraisers charged with developing blended gifts, bequests, charitable trusts, charitable gift annuities, and other gifts that have a future impact on the bottom line. In this session, task force chair Joe Bull reports on connections between metrics and fundraising success.