Legacies | Measurement and Evaluation

Legacy KPIs and dashboard: How to report without losing your mind

Monday 06/07 | 09:00 - 09:00 | Online

Reporting legacy fundraising can at times be a controversial topic because it cannot be evaluated as other fundraising channels. In fact, we do ourselves a disservice by looking only at current revenue and other metrics commonly used for transactional fundraising methods. What happens to the efforts made to acquire and convert donors? Do we know what our cost ratios are? In this session, participants will learn how Greenpeace revamped its KPI, their definitions, and implemented a legacy dashboard to better manage and track the evolution of legacy fundraising globally. The tools presented will be easily adaptable to small and large organizations.

Ligia Pena

Global Legacy Manager at

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Sponsored By:

National Free Wills Network

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