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How to write performance goals for a nonprofit development executive

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If you are stumped for how to write performance appraisal goals for a particular title and role in your organization, buy Paul Falcone's book, 2,600 Phrases for Setting Effective Performance Goals.

Falcone devotes about a third of the 200-page book to lists of goals for all types of titles and roles in a variety for organizations and companies -- including, this list of performance appraisal goals for a nonprofit fundraiser and development executive:

  • Develop effective strategies for donor engagement and the solicitation of top prospects.
  • Research, identify, and cultivate individual, corporate, and foundation donors.
  • Devise and implement strategies for donor cultivation.
  • Drive the necessary development efforts to meet the organization's annual revenue goals.
  • Create and manage a portfolio with an emphasis on corporations and individual giving.
  • Develop strategies to approach large multinational corporations regarding national gifts.
  • Maximize opportunities for cultivating and soliciting major individual, corporate, and institutional donations.
  • Ensure that your staff consistently prepares gift acknowledgements for all donations.
  • Develop database systems to track and monitor donor and prospect histories.
  • Regularly analyze the cost-effectiveness of the organization's planned giving program.
  • Establish an annual fundraising event to support the endowment fund.
  • Secure funding through the timely submissions of well-researched fundraising proposals and grant requests.
  • Develop recognition programs that encourage donor renewal and upgrade.
  • Identify and cultivate major donor prospects from the annual giving donor base.
  • Develop and maintain ongoing relationships with major donors via personal solicitation.
  • Develop and execute the annual fundraising plan.
  • Work closely with the board of directors to achieve established short- and long-term fundraising revenue goals.
  • Work collaboratively with volunteers on events and solicitations.


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