Tool
Gift Officer Metrics Tracker
Use leading indicators to stay on track toward short and long-term goals
This check-in template will help gift officers and managers track short-term contacts, moves, and leading indicators to assess progress toward annual goals.
The Gift Officer Metrics Tracker from EAB's Advancement Advisory Services helps gift officers stay on track toward short and long-term goals. The workbook highlights roadblocks in cultivation to jumpstart conversations about moving prospects forward and identifies when gift officers are behind on their goals so that they can shift strategy.
This resource requires EAB partnership access to view.
Access the tool
Learn how you can get access to this resource as well as hands-on support from our experts through Advancement Advisory Services.
Learn More