For some time the key metric used by Major Giving Fundraising teams has been "# of Visits Made This Fiscal Year-to-Date". And now with COVID-19 restrictions you can't visit most of your prospects anymore. So what CAN you do?? What should you be measuring?
We've discussed this with a number of our clients, and when we dig into the data we find three things:
So we did some research and ran a webinar with APRA Maryland a couple of weeks ago. The focus is on shifting from visits to "meaningful contacts". You can check it out at https://info.pursuant.com/what-to-measure-when-you-cant-visit-prospects. And the best thing is it's free 😊
Hope this all makes some sense. Love talking about this … because getting this right can be a game changer. Let me know if you'd like to discuss with our consultants … at no charge. We can share best practices from our extensive work in this area.
EVP Pursuant || President Advizor