Gift Planner Performance Metrics Study

1. What is your job title?

• Director of Development
• Director of Gift Planning or Planned Giving
• Director of Principal Gifts
• Director of Major and Planned Giving
• Gift Planning or Planned Giving Officer
• Major and Planned Giving Officer
• Philanthropy Advisor
• Development Officer
• Annual Gifts Officer
• Executive Director
• President/CEO
• Finance Manager/CFO
• Vice President
• Donor Relations/Alumni Relations/Stewardship Director or Manager
• Estate or Trust Manager/Administrator
• Other Please enter an 'other' value for this selection.

3. What is the scope of your donor base?

• Local
• Regional
• National
• International

4. How many people are responsible for planned gift fundraising at your organization?

• <1
• 1-3
• 4-6
• 7-10
• More than 10

7. Does your organization use the CGP (PPP) Guidelines for Reporting and Counting Charitable Gifts to measure progress toward annual and/or campaign goal(s)?

• Yes
• No
• Not sure

8. Approximately what percentage of your time is spent cultivating the following types of gifts?

Space Cell	Outright/major gifts	Estate gifts (bequests, beneficiary designations, etc.)	Life Income Gifts (charitable trusts, gift annuities, etc.)
0%	0%: Outright/major gifts	0%: Estate gifts (bequests, beneficiary designations, etc.)	0%: Life Income Gifts (charitable trusts, gift annuities, etc.)
1-25%	1-25%: Outright/major gifts	1-25%: Estate gifts (bequests, beneficiary designations, etc.)	1-25%: Life Income Gifts (charitable trusts, gift annuities, etc.)
26-50%	26-50%: Outright/major gifts	26-50%: Estate gifts (bequests, beneficiary designations, etc.)	26-50%: Life Income Gifts (charitable trusts, gift annuities, etc.)
51-75%	51-75%: Outright/major gifts	51-75%: Estate gifts (bequests, beneficiary designations, etc.)	51-75%: Life Income Gifts (charitable trusts, gift annuities, etc.)
76-99%	76-99%: Outright/major gifts	76-99%: Estate gifts (bequests, beneficiary designations, etc.)	76-99%: Life Income Gifts (charitable trusts, gift annuities, etc.)
100%	100%: Outright/major gifts	100%: Estate gifts (bequests, beneficiary designations, etc.)	100%: Life Income Gifts (charitable trusts, gift annuities, etc.)

9. Do you have specific performance expectations in any of the following areas? (choose all that apply)

• Identifying New Prospects
• Calls to New and Existing Donors
• In-Person Meetings with New and Exisiting Donors
• Written Communications (Direct Mail, Email, Social Media, etc.)
• Dollars Raised in Current Gifts
• Dollars Raised in Planned Gifts with Documented Commitments
• Number of Documented Gift Proposals Made to Donors
• Number of Gift Commitments (Without a Dollar Goal)
• Number of Donors Added to Legacy Society (or Equivalent)
• Other Please enter an 'other' value for this selection.

10. How are performance expectations perceived in your workplace?

• Very Attainable
• Attainable
• Fair
• Difficult to Attain
• Very Difficult to Attain

Comments

12. How many years have you been in your current position?

• <1
• 1 to 3
• 4 to 6
• 7 to 10
• 11 to 15
• 16 to 20
• >20

13. If you HAVE changed positions in the last three years, were any of the following a primary contributor to the move? (choose all that apply)

• Unrealistic/Unattainable Performance Criteria
• Competitive Work Environment
• Disincentives to Perform Expected Duties

13. To what extent do you agree with the following statements as they related to how fundraising is conducted at your organization?

Space Cell	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree	Not applicable to my organization
Gift officers in different departments or divisions collaborate	Gift officers in different departments or divisions collaborate: Strongly Agree	Gift officers in different departments or divisions collaborate: Agree	Gift officers in different departments or divisions collaborate: Neutral	Gift officers in different departments or divisions collaborate: Disagree	Gift officers in different departments or divisions collaborate: Strongly Disagree	Gift officers in different departments or divisions collaborate: Not applicable to my organization
Gift officers in different departments or divisions compete	Gift officers in different departments or divisions compete: Strongly Agree	Gift officers in different departments or divisions compete: Agree	Gift officers in different departments or divisions compete: Neutral	Gift officers in different departments or divisions compete: Disagree	Gift officers in different departments or divisions compete: Strongly Disagree	Gift officers in different departments or divisions compete: Not applicable to my organization
Credit for a gift can be shared among fundraisers	Credit for a gift can be shared among fundraisers: Strongly Agree	Credit for a gift can be shared among fundraisers: Agree	Credit for a gift can be shared among fundraisers: Neutral	Credit for a gift can be shared among fundraisers: Disagree	Credit for a gift can be shared among fundraisers: Strongly Disagree	Credit for a gift can be shared among fundraisers: Not applicable to my organization
I understand how to raise planned gifts	I understand how to raise planned gifts: Strongly Agree	I understand how to raise planned gifts: Agree	I understand how to raise planned gifts: Neutral	I understand how to raise planned gifts: Disagree	I understand how to raise planned gifts: Strongly Disagree	I understand how to raise planned gifts: Not applicable to my organization
My direct supervisor understands how to raise planned gifts	My direct supervisor understands how to raise planned gifts: Strongly Agree	My direct supervisor understands how to raise planned gifts: Agree	My direct supervisor understands how to raise planned gifts: Neutral	My direct supervisor understands how to raise planned gifts: Disagree	My direct supervisor understands how to raise planned gifts: Strongly Disagree	My direct supervisor understands how to raise planned gifts: Not applicable to my organization
The board/trustees understand(s) how to raise planned gifts	The board/trustees understand(s) how to raise planned gifts: Strongly Agree	The board/trustees understand(s) how to raise planned gifts: Agree	The board/trustees understand(s) how to raise planned gifts: Neutral	The board/trustees understand(s) how to raise planned gifts: Disagree	The board/trustees understand(s) how to raise planned gifts: Strongly Disagree	The board/trustees understand(s) how to raise planned gifts: Not applicable to my organization

Comments