Implementing Performance Metrics for Gift Officers: Avoiding Problems and Making Metrics Work for Your Team

Date: September 7, 2017 · Time: 11:00 am - 12:30 pm cst

Whether you are planning to implement performance metrics or looking to enhance your current system, your advancement team will be more productive when you ensure that gift officers have specific goals that motivate, encourage success, move prospects closer to gifts, and elevate your whole team.  In this webinar, brought to you by the Gonser Gerber Institute, we will offer specific ways in which gift officers should be evaluated based on institutional values, their activities, and the outcomes that your advancement program needs. Topics include:

  • The Values that All Successful Performance Metrics Programs Support
  • The 3 Biggest Pitfalls of Performance Metrics and How To Avoid Them
  • Characteristics of Successful Major Gift Officers
  • Accurately (and Fairly) Measuring Major Gift Officer Activity – Visits, Dollars, Etc.
  • A Time-Tested Goal Setting Process
  • The Best Possible Outcomes of a Major Gift Metrics system

You know there must be a more efficient and effective way to assess the productivity of your gift officers.  This webinar will show you how.

The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber, that fee is just $145. You will also receive a copy of presentation and a recording of the webinar with your registration.

Who Should Attend

Senior-level Advancement Professionals – Strategic resources for senior-level leaders.

Mid-level Advancement Professionals – For staff who already know the basics and need to refine skills in defined areas.

  • Presidents, Heads, and CEOs
  • Chief Advancement Officers
  • Development Directors
  • Major Gift and Planned Giving staff

Your Faculty

Jason McNeal, Ph.D., Gonser Gerber partner, has provided advancement leadership to non-profit organizations for 15 years.  Having served as the chief advancement officer at East Georgia College and Maryville College (TN), he also has consulted with institutions throughout the U.S. and Canada.  Dr. McNeal has written extensively on key issues in non-profit fundraising and leadership including the blog “The Far Edge of Promise” at

Chad Jolly, Ph.D., Gonser Gerber partner, has been serving the field of education for more than 17 years. Most recently, he served as Vice President for Institutional Advancement for William Jewell College (MO) where he led a highly successful advancement program and was responsible for development, alumni relations, public relations and marketing. His professional background also includes enrollment management. Dr. Jolly is a frequent presenter and speaker at conferences and professional meetings throughout the U.S.

Webinar Cancellation Policy

Full Webinar refunds will be made for cancellations received 24 hours or more prior to the start time of the Webinar. All but $50 will be refunded for cancellations received within 24 hours of the webinar.