Effectively Measuring and Communicating Impact to Funding Sources – 2022 Governor’s Conference on Volunteerism

Session Description:

Effectively communicating the impact of financial contributions to your organization can help ensure your success with donors and prospective donors, but many fundraising recipients find this challenging. Donors are not ATMs; they don’t dispense money upon request, and often have many choices to consider when deciding to give. This session will show you how to communicate the difference donors make by giving to your organization.

Session Goals:

By the end of this session, participants will have learned:

  • What type of information resonates with many donors (e.g., left-brain statistics and right-brain stories);
  • How to convey that information in the briefest and most effective way to create an allegiance with the funding sources (donors, prospective donors, and even professional advisors);
  • How to ensure you receive proper feedback from the funding sources/referral sources to continue to build long-term trust in the relationship and meet the needs of these donors/prospective donors/professional advisors. In so doing they will continue to provide opportunities for your institution to receive meaningful gifts to help make the kind of impact they desire.



Rick Peck leads the Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. Before joining the Foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine as director of individual giving and gift planning, where he worked with grateful patients and families, as well as medical school alumni, to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college. He is a Certified Financial Planner®, a Chartered Advisor in Philanthropy®, and a Chartered Financial Consultant®.

Annie Rhodes works across all of the UpMetrics teams to inspire organizations on their data journeys, empowering them and their grant partners to embrace their data and capture critical stories in order to better understand, accelerate and communicate their impact. Throughout her career, Annie has worked at the unique intersection of technology and social good. From her work in grants management at the Ford foundation to her product management and strategy roles more recently in technology, Annie has a background as an advocate for social good sector transformation and growth.

Briana Roberge focuses on building strong client relationships and empowering clients to achieve their goals through data and by using UpMetrics’ impact analytics platform. Prior to joining the team, Briana spent 6 years in community-based behavioral health research. She studied Peace & Justice Studies at Wellesley College and later received a master’s degree in Public Health from the Boston University School of Public Health. Briana is passionate about building and promoting healthy communities in which individuals, families, organizations, and businesses can truly thrive.