The University of Iowa Center for Advancement transformed its fundraising strategy with a data-driven goal-setting system that balances collaboration, performance and adaptability. Based on the Plug In to Metrics 2023 presentation "Metrics 201: Refining Metrics Over Time," the team shares lessons from their innovative approach to metrics to inspire your own organization’s success.
When the prospect management, research and analytics team at the University of Virginia experienced substantial growth since 2022 they recognized the importance of supporting advancement in their goal-setting process. Leveraging their diverse expertise and industry best practices, they developed a new, comprehensive process to assist development officers in this critical task.
In the final installation of this article series exploring the origins of a common industry benchmark for major gift officer portfolio size, author Juliet Carpenter shares real-world examples of organizational portfolio targets.