Evaluation for Major Gift Staff

The sample evaluation report is a working template for a university focusing on five global areas of activity important to the major gift fundraising and professional process.

You will note that the goals and percentages are TBD as the process is one that involves personalized objectives that are negotiated with each development officer.

This personalization allows for a thoughtful dialogue and negotiation regarding expectations that are now owned rather than decreed. If they are not achieved it is now a question of character or laziness, not unfair expectations. This is also useful in dealing with issues of MGO's being tied to their desk with administrative responsibilities.

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Mike Westfall, Vice President for University Advancement, Eastern Washington University

Mike is currently the Vice President for University Advancement at Eastern Washington University, having previously worked as Associate Vice President for Advancement at Radford University. Mike previously worked for the University of Toronto as Director, Alumni Advancement, overseeing a staff of 20+ in alumni relations and annual giving programming targeting 360,000+ alumni. Mike has also worked in development at Virginia Tech, Michigan State University and Georgetown University.

Alumni Engagement Matrix.
Alumni Objectives Matrix.
Annual fund Within a Campaign: Leadership Principles and Annual Fund Strategy.
Annual Giving Ad.
Annual Giving Operating Plan.
Building Internal and External Relations.
Campaign Planning. Comprehensive campaign planning timeline.
Campaign Staffing. Presentation on Getting (& Keeping) the Right People on the Bus.
Case for Enhanced Marketing.
Credibility Gap. Strategies for evaluating program stature.
Development Officer Performance Management. Fiscal year performance measurements and metrics.
E-Communications. E-communications and relationships.
E-Solicitations. An integrated approach to giving. College of Arts and Sciences E-solicitation.
EWU Needs You. Good video showing the emotion behind and the reality of what funding cuts will do to the success of students.
Favorite reports. Contributor of some of the favorite reports.
Fiscal Policies and Procedures. Good fiscal policies and procedures manual with sample forms.
Fiscal Year vs. Calendar Year. Which one should you use?
Fostering Communication. Improving communications between Annual Fund and Advancement Services.
Generic Gift Card
Lessons Learned. Presentation on lessons learned in annual fund.
Leveraging Penetration. Leveraging penetration in the call center.
Major Gift Staff Evaluation.
Matching Gift Efforts. Improving your direct mail matching gift performance.
Maximizing On-Line Vision
Maximize Your Matching Gifts. Video of Presentation.
Millennials. Short information piece on some attributes and behaviors of Millennials.
Nurturing Alumni Relationships. Improve the management of your alumni touch points.
On-Line Giving - Outsourcing Strategies
On-Line Strategies. Presentation on on-line strategies for Alumni and Development.
Online Strategies. Synergies through service.
Philanthropic Best Practices.
Pillars of Advancement. Matrix of the pillars of University Advancement at Eastern Washington University.
Planning Calendar.
Principles of Stewardship.
Reboot of Philanthropy in Higher Education.
Reporting Essentials.
Role of Advancement. Conceptual diagram on what is the role of the University Advancement.
Sample Annual Giving Ads.
Silos to Synergy. Cooperation and coordination on campus.
Solicitation Code Matrix, Solicitation Policy Sample.
Strategic Planning, 2.
Stewardship: A Global View. Stewardship as a cultivation strategy.
Targeting International Alumni.
10 Reasons to Give. 10 reasons to support the annual fund.
Top 10 Ways to Give. Radford University.
The Role of the Annual Fund in a Capital Campaign.
Value Portal. Presentation on web strategies from the CASE Online Strategies Conference.
WWW.Annualfund.edu. Perceptions, myth and reality of annual fund on the Internet.