Trends in Engagement and Proposal Metrics

Are you measuring what counts or just counting what’s measured. Hear about the latest trends in major gift officer metrics. The Temple University Prospect Development team conducted an industry survey and in-depth interviews to uncover the impact of engagement and proposals metrics across a variety of institutions. We will share the results of the survey and highlight emerging new trends.

Learning Objectives

Some of the questions we hope to explore are:

· How have metrics changed in recent years?

· Do some metrics carry more weight than others?

· Are in-person meetings still the gold standard?

· How are specific organizations applying these metrics to their work?

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Presented By

Sarah Parnum Cadbury, Executive Director - Prospect Development, Temple University

Sarah Cadbury is the Executive Director, Prospect Development at Temple University where she leads a team of six talented professionals. Together, the team is building a comprehensive prospect management program, with innovative business practices and robust reporting in order to facilitate strategic engagement of donors. She is also Vice President at Grenzebach Glier + Associates (GG+A) where she works with a variety of clients to build impactful prospect development functions. Prior to this role, Sarah was the Director of Prospect Research and Management at the Philadelphia Museum of Art, where she led all aspects of prospect research and management operations. She provided insight and direction to leadership to develop strategic initiatives and establish goals, including setting a $525 million campaign goal and initiating the museum’s first prospect identification program, resulting in an elevated major gifts program.

Lucy Pastier, Associate Director - Prospect Development, Temple University

Lucy Pastier is an Associate Director of Prospect Development at Temple University supporting the College of Science & Technology, the College of Engineering, the Lewis Katz School of Medicine, and Temple University Hospital. Before joining Temple University, she was a one-person Prospect Research shop for the Free Library of Philadelphia Foundation. She’s always excited to have an excuse to create a pivot table.

Temple University was the recipient of a Sapphire Award in Prospect Development at aasp's 2023 Summit.

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