Annual Fund Dashboards & Reports

Recorded On: 10/11/2018

OVERVIEW

Monitoring annual fund performance can sometimes be overwhelming and even confusing – but it doesn’t have to be. While different programs may have their own priorities, goals and metrics, there are a variety of reports that can help annual fund managers track progress and do their jobs better. Determining which ones will be most useful for your specific program can be the key to developing effective data-driven strategies and gaining leadership support for critical resources.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Guidelines for thinking about the various “lenses” through which data can be tracked
Methods for structuring and designing reports that are easy to view and interpret
Tips for working within (and outside) the limitations of your databases and systems
Recommendations for sharing reports with colleagues, supervisors and volunteers
Examples from other institutions, and more!

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Gina Fiorillo

With over 20 years of experience in annual giving and educational fundraising, Gina has led programs at New York University, the Rutgers University Foundation, Kean University, and Douglass College. She holds a B.A. in English from Douglass College and an M.P.A. from the School of Public Affairs & Administration at Rutgers University.