Seven Metrics that Move the Needle for Planned Gifts |

Seven Metrics that Move the Needle for Planned Gifts |: "Especially since the latest recession, gift planners have been challenged to quantify their effectiveness at work that, from a business perspective, often cannot show immediate returns.  Most would agree that planned gift fundraising has a high return over time, but the margin of error is high and the time period is undetermined and extended—a real conundrum for data-driven management.  When Presidents, CFOs and boards of directors set aggressive, short-term goals, there is a strong incentive to hire a major gift officer to raise $250K rather than a planned gift officer to raise $500K."



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