Posted by & filed under Congress, Major/Planned Gifts, Metrics, Speakers.

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CHAD GOBEL

President, Gobel Group

Do you know your ten most important numbers to becoming a top advancement producer? We call them your Key Metrics for Major Gifts. In this blog, we’ll help you identify your metrics and put you on a path to closing more and larger major gifts. So how do you identify your Key Metrics? Let’s start with the first number you need to know.

1. What is your annual goal?

Have you established an annual goal for how much money you expect to raise this year in major gifts? If you have, great… if you haven’t, here is a technique for creating your goal?

The most effective approach to goal-setting is to base your number on your pipeline, not a pre-determined amount based on your level or role. Begin the goal-setting process by reviewing your pipeline to identify a realistic but aggressive goal for dollars raised (cash and pledges) for your next year. In particular, you should look at prospects in a Solicited or Ready to Solicit status, and perhaps those in Cultivation or Stewardship status that will be ready for an ask in the next year. From this review, you will be able to identify those prospects who will be asked for a gift in the next year and the anticipated amount of each gift. This becomes the basis for your goal for dollars raised.

For the purpose of this blog, let’s use $100,000 as a goal for dollars raised. Read more »