December 7, 2017- Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners

Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners

The Chair of CGP’s national Metrics Task Force brings an update on the challenging process of measuring the performance of gift planners and planned giving programs. We know that many gift planners consider their metrics to be counterproductive, incentivizing the wrong behavior and imposing a short-term view on a long-term process. CGP is working with the national Fundraising Effectiveness Project to develop an alternative that offers large and small organizations a realistic way to understand how individual performance contributes to overall fundraising results. In this program, you’ll learn the current thinking about key performance metrics, and see how those numbers might be used to generate information that helps managers understand the importance of gift planners’ work.

Joseph O. Bull- Carnegie Mellon University

Joseph O. Bull is the Executive Director of Gift Planning at Carnegie Mellon University. Prior to this appointment, he served as Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium, leading the Zoo’s philanthropy, strategic partnerships, marketing, communications, government relations, membership, and group sales functions. Previously, he Interim Director of Philanthropy for Strategic Gifts and as Senior Philanthropy Officer for Global Priorities for The Nature Conservancy and Director of Planned Giving for his alma mater, The Ohio State University. Joe was the 2005 Chair of the Board of the Partnership for Philanthropic Planning and he is a past President of the Central Ohio and North Carolina Planned Giving Councils. He was co-chair of COPGC’s LEAVE A LEGACY program, which became the model for the national initiative of the same name. He is admitted to the Ohio and North Carolina bars.

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