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Metrics for MGO's

  • 1.  Metrics for MGO's

    Posted 07-27-2023 08:05 AM

    Can someone share their metrics they use for their MGO's?  Including how they come about them. I would greatly appreciate it.  Thanks



    ------------------------------
    Ann Carman
    Hartwick College
    gifts@hartwick.edu
    ------------------------------


  • 2.  RE: Metrics for MGO's

    Posted 07-27-2023 08:15 AM
    Last week, I and my colleagues at DePaul University gave a session at the Annual Midwest Meeting of the Minds conference (7/25-28 next year) titled: You Can't Manage What You Can't Measure. It's focus was on this very topic.

    I will create a PDF of the PowerPoint when I get home and send you copy!

    John

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard





  • 3.  RE: Metrics for MGO's

    Posted 07-27-2023 08:22 AM

    John,

    I would appreciate a copy of that presentation too.

    Best,

    Cheri



    ------------------------------
    Cheri Sullivan
    St. Edward's University
    cherih@stedwards.edu
    ------------------------------



  • 4.  RE: Metrics for MGO's

    Posted 07-27-2023 08:56 AM

    John can you send me a copy as well. We are now re-evaluating what metrics we should be tracking.

     

     

     

    Dina Sorrentino, bCRE-Pro image001.png@01D496D4.8F606780, bcRE-NXT image001.png@01D496D4.8F606780
    Sr. Director for Advancement Services and Research
    Office: 941-359-7593 | Cell: 941-266-1227
    dsorrent@ringling.edu | www.ringling.edu

    f_jqs6a2pd1
    Turning passion into profession

    This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

     

     






  • 5.  RE: Metrics for MGO's

    Posted 07-27-2023 09:02 AM
    Hi John, can I get a copy as well?

    Thanks,
    Shannon 





  • 6.  RE: Metrics for MGO's

    Posted 07-27-2023 09:51 AM

    That sounds incredibly  helpful!  Thanks for putting it together, John-I am in the throws of this right now, and would be grateful to receive a copy.

     

    Tracy Rush

    Otterbein University

    Executive Director, Advancement Services | Institutional Advancement

    t. 614.823.1290

    d7cbed56-1e21-45cf-8a8d-90ea3d45438f

     

    otterbein.edu/175

     

     






  • 7.  RE: Metrics for MGO's

    Posted 07-27-2023 01:14 PM

    Thank you.  I can't wait!



    ------------------------------
    Ann Carman
    Hartwick College
    gifts@hartwick.edu
    ------------------------------



  • 8.  RE: Metrics for MGO's

    Posted 07-28-2023 08:23 AM

    Hi John, Sounds very interesting and I would also benefit from seeing a coy f it. thanks! And great question, Anna. Meanwhile, we use both financial metrics (dollars raised, and comparing to size and capacity of portfolio). We also attempt to use non-financial metrics such as activity (number of calls made, meetings, total number of asks and gifts received etc). We have brand new MGOs who may not be closing as many gifts in their first year, so activity is important to us. And it all starts with making sure they log as much into our database as they can. 



    ------------------------------
    Flavia Barros
    American Museum of Natural History
    fbarros@amnh.org
    ------------------------------



  • 9.  RE: Metrics for MGO's

    Posted 07-28-2023 08:36 AM

    May I get a copy too please.  We do not have any MGO reports, and I'm responsible for building some. I'm not 100% sure where to start. 

    Thanks,

    Emily Savino

    San Jacinto College Foundation

    Emily.Savino@sjcd.edu 



    ------------------------------
    Emily Savino
    San Jacinto College Foundation
    emily.savino@sjcd.edu
    ------------------------------



  • 10.  RE: Metrics for MGO's

    Posted 07-28-2023 08:46 AM

    John,

     

    Would greatly appreciate, as well.

     

    JoAnn Strommen, Database Administrator

     

    South Dakota Mines

    Center for Alumni Relations & Advancement (CARA)

    330 East Kansas City St., Rapid City, SD 57701-2935

    605.394.6756

    JoAnn.Strommen@sdsmt.edu

     






  • 11.  RE: Metrics for MGO's

    Posted 07-28-2023 04:03 PM

    John,

    I would love to see a copy of your presentation. We are in the middle of revamping our metrics.

    Thank you!

    Tony



    ------------------------------
    Tony Exler
    Lipscomb University
    tony.exler@lipscomb.edu
    ------------------------------



  • 12.  RE: Metrics for MGO's

    Posted 07-31-2023 10:05 AM

    John, I'd love to see a copy as well. 



    ------------------------------
    Michael Manning
    University of New England
    Mmanning6@une.edu
    ------------------------------



  • 13.  RE: Metrics for MGO's

    Posted 08-01-2023 01:11 PM

    Hi John,

    Your presentation sounds very informative and valuable. May I please have a copy of it as well?

    Many thanks,

    Natalie



    ------------------------------
    Natalie Mackey
    Duquesne University
    mackeyn@duq.edu
    ------------------------------



  • 14.  RE: Metrics for MGO's

    Posted 08-01-2023 01:44 PM
    I'll jump in on this, too!  Wish I had been able to be there in person!






  • 15.  RE: Metrics for MGO's

    Posted 08-01-2023 01:54 PM
    John,
    I would also like a copy.
    Thank you.






  • 16.  RE: Metrics for MGO's

    Posted 08-02-2023 08:16 AM

    Because of the number of people that said "me too!" I was hoping/assuming that John might post to the list or add to the resource library ... I would like to see the MGO metrics as well. Thanks!



    ------------------------------
    Kimberly Berry
    Guilford College
    kberry@guilford.edu
    ------------------------------



  • 17.  RE: Metrics for MGO's

    Posted 08-02-2023 09:54 AM
    I too hoped that John would post it to the group but since he hasn't, I'll throw in my "me too" as well.  I would like a copy.  Thank you for sharing, John!  

    Karen Warr (she/her/hers)
    Director of Development Operations
    LifeWorks NW
    5415 SW Westgate Dr.
    Portland, OR 97221

    503-617-3821 (desk)
    503-869-8290 (cell)





  • 18.  RE: Metrics for MGO's

    Posted 08-01-2023 03:00 PM

    John, I would also like a copy of presentation. Thanks



    ------------------------------
    Gail Jones
    University of Detroit Mercy
    JONESGA@UDMERCY.EDU
    ------------------------------



  • 19.  RE: Metrics for MGO's

    Posted 08-02-2023 08:08 AM

    Joining the chorus. I would love a copy as well. Thanks!



    ------------------------------
    Jennifer Kenzor
    Rose-Hulman Institute of Technology
    seddelme@rose-hulman.edu
    ------------------------------



  • 20.  RE: Metrics for MGO's

    Posted 08-02-2023 09:13 AM

    John, I would also like to request a copy! Thank you for all that you do for all us! 

    Lauren

    lauren.shiver@louisiana.edu



    ------------------------------
    Lauren Shiver
    University of Louisiana Lafayette
    lauren.shiver@louisiana.edu
    ------------------------------



  • 21.  RE: Metrics for MGO's

    Posted 08-02-2023 10:05 AM

    Hi John, 

    I would also be grateful for a copy. :) 

    Chrissy Upton
    Red Butte Garden & Arboretum



    ------------------------------
    Chrissy Upton
    Red Butte Garden & Arboretum
    chrissy.upton@redbutte.utah.edu
    ------------------------------



  • 22.  RE: Metrics for MGO's

    Posted 08-02-2023 01:24 PM
    I'd like a copy too!

    Rachel E. Ellis

    Director of Advancement Services
    Point Loma Nazarene University
    (619) 849-2600
    rellis2@pointloma.edu









  • 23.  RE: Metrics for MGO's

    Posted 07-27-2023 10:00 AM
    John, I would also be interested. We are currently updating our FY24 metrics so this is very timely! Thanks so much.

    Liz Dixon-Eversole
    pronouns: she/her/hers
    Director of Advancement Operations
    Milton Academy | 170 Centre Street | Milton, MA  02186
    Office: 617-898-2374




    ---------- Forwarded message ---------


    Can someone share their metrics they use for their MGO's?  Including how they come about them. I would greatly appreciate it.  Thanks ----------...

    FundSvcs Community

    Metrics for MGO's
    Jul 27, 2023 8:05 AM
    Ann Carman

    Can someone share their metrics they use for their MGO's?  Including how they come about them. I would greatly appreciate it.  Thanks



    ------------------------------
    Ann Carman
    Hartwick College
    gifts@hartwick.edu
    ------------------------------
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  • 24.  RE: Metrics for MGO's

    Posted 07-31-2023 08:39 AM
    Edited by Leah Richards 07-31-2023 08:39 AM

    Sounds like you'll be all set with the presentation from John but here is what we do at the moment. Hoping I can compare with the presentation to see what we might be missing!

    Portfolio Composition

    • Current # of Assigned Prospects broken out by stage (identification, qualification, cultivation, solicitation, and stewardship). We aim to look at the total # of assigned prospects for a gift officer and then set goals by percentage of portfolio for the different stages. For some gift officers, the percentage for qualification may be higher if their role is focused more on qualification work.

    Portfolio Saturation

    • We measure and have goals for each gift officer for # of visits, # of visits to unique prospects, # of emails, # of phone calls, and # of letters to get a sense of activity and how many of their assigned prospects they are reaching out to.

    Proposals in Planning Stage

    • This is to get a sense throughout the year of how many proposals that were in planning at the start of the fiscal year remain in planning and help gift officers make sure all the asks aren't waiting until the end of the year.

    Overall Solicitation Activity

    • We measure and have goals for the # of proposals submitted and the number of proposals closes as well as measure the total committed amount and solicitation yield percentage. We look at this broken out by different proposal types. For us, our proposals are categorized by our annual giving society asks, major gift asks, planned giving asks, and corporate/foundation asks.

    All this good work was put together by my colleague. I'd be happy to put you in touch if it would be helpful.

    Good luck!

    Leah
    ------------------------------
    Leah Richards
    Director of Advancement Services
    St. John Fisher University
    lrichards@sjf.edu
    ------------------------------



  • 25.  RE: Metrics for MGO's

    Posted 08-02-2023 08:13 AM

    I would love to have a copy of metrics presentation as well.

     

    Thanks,

     

    Lea Sutherland

    Assistant Director of Advancement Services and Gift Processing

    John Brown University | Advancement Services

    lsutherland@jbu.edu | 479.524.7492 | www.jbu.edu

     






  • 26.  RE: Metrics for MGO's

    Posted 08-02-2023 08:14 AM
    Me too!

    Thanks,
    Angi