Are You Getting Crushed by the Metrics?

We can’t tell you how many times we’ve heard fundraisers lament that they have to meet a certain metric for face-to-face meetings that is completely unattainable. When these kinds of metrics get forced on a fundraiser, it takes them away from the truly transformational relationship work that will bring long-lasting results to your organization.

So how should you measure success in major gifts?

Many fundraising leaders rely on measuring activity, i.e., how many phone calls the MGO makes, the number of face-to-face donor meetings each month, or how many asks. The problem with action-based metrics is that it doesn’t demonstrate results and it’s not indicative of a meaningful engagement with that donor.

For example, most leaders and managers are still using face-to-face meetings as a key evaluation metric for their team, even though some donors may prefer to connect through other means. (We have one client whose donor committed to a $50,000 gift via text!) This traditional thinking is not honoring to the donor, and it’s costing non-profits valuable relationships and revenue.

At Veritus, we’ve been speaking about the importance of meaningful connections for years. But what is a meaningful connection, and how can you measure whether you’ve had one?

Join us for this free webinar hosted by Veritus Principal & Owner Jeff Schreifels for a conversation around the right metrics to guide your success in fundraising. 

THIS FREE WEBINAR WILL COVER…

• How to approach metrics in a way that prioritizes meaningful donor relationships and a healthy work balance for your team
• Why it's so important for leaders to shift their thinking around metrics
• How to measure meaningful connections
• How to address culture change around metrics
• How a focus on meaningful connections changes the way fundraisers work and engage with donors

Fill out the form below to reserve your spot!