donor retention workshop
TRANSCRIPT
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
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