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PG-13-"The Metrics: Convincing the Boss and Board that your Planned Giving ROI is real.
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Session # 2 of a continuing 4 part series. Presented by Christy Eckoff and Joe Bull - THE METRICS "Convincing The Boss And Board That Your Planned Giving ROI Is Real".

 Export to Your Calendar 7/15/2020
When: Wednesday, July 15, 2020
10 AM
Where: Virtual Conference
United States
Contact: Laurie Page

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Session # 2 

Presentation by

Christy Eckoff and Joe Bull


            With the advent of advanced computation and “big data”, metrics to measure fundraising 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 work of an individual gift planner, how does that differ from measuring the work of a major gift officer? Although not all “planned” gifts are deferred, much of the work of individual gift planners will pay off in the future—often, long after the original fundraiser has left the organization and the donor relationship has changed hands, perhaps several times. Learn about the National Association of Charitable Gift Planners’ Metrics Task Force’s ongoing work which examines and defines the connections between metrics and gift planning success.



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