donor retention workshop

Donor RetentionWorkshop

Metrics »

1. Focus on what truly moves the needle

2. Don’t forget about communications

3. Personal KPIs (Key Performance Indicators)

Metrics »

Marketing Metrics »

Individual Producer Metrics »

Major Gift KPI September Goal September Actual

New Prospects 15 17

Total Prospects 140 130

Appointments Set 55 58

Appointments Kept 45 43

Gift Proposal $s $500,000 $431,000

Asks Made 20 18

Gifts Secured $200,000 $224,000

Major Gift KPI September Goal September Actual

New Prospects 15 17

Total Prospects 140 130

Outgoing Emails 500 558

Outgoing Phone Calls

250 243

Letters Sent 50 40

Asks Made 20 18

Gifts Secured $200,000 $224,000

Major Gift KPI March Goal March Actual

Appeal segmenting »

Sample Follow-Up Plan »

Timeline Segment ( ) Responsible Party

Acknowledgement segmenting »

Timeline Segment ( ) Responsible Party

Questions?Jay B. Love

jay.love@bloomerang.co@JayBarclayLove

Free educational resources »

https://bloomerang.co/resources

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