The Advancement Investment and Performance Initiative

The Advancement Investment and Performance Initiative

A Walkthrough of the FY2020 Data Submission Workbook

This session elaborates on the Advancement Investment and Performance Initiative data that the Advancement Forum collects through its benchmarking initiative. We explore which staff members and expenditures to include and exclude in each of the advancement functions, how to correctly account for high-net-worth prospects, and which gifts to report in your workbook. We also discuss the new fundraiser productivity module and how to correctly record data for your fundraising team.

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