Can anyone share how they track individual fundraiser's performance to goal?

Cathy Allen 2

Hello,

My organization's development department has grown from three fundraiser's in 2004 when the office was created to 15 fundraising staff in 2013.  We have 5 Major Gift officers; four annual giving officers; three special events people and three responsible for corporate/cause marketing.

Our major giving officers have prospect portfolios, and we decided about a year ago, that the higher-volume fundraising areas like annual giving and special event didn't necessarily need to have solicitor assignments.  The challenge now is how do we measure each fundraiser's invdivdual performance since we are not using gift solicitor coding across the board.  If I use the solicitor performance analysis reports it only looks at the constituents that are pre-exist in a fundraiser's prospect portfolio and does not look at unsolicited gifts.  While we have made it the fundraiser's responsibility to identify gift that they would like to receife credit as gift solicitor, they have not consistently been doing this.

 I would love to hear how other similar development shops track their fundraising staff's performance.  We are a children's health system.

 Thanks.

Cathy Johnson

Reports Manager