Skip Navigation

Don’t Just Count the Money! Fundraising Metrics that Drive Success  (CFRE CREDIT AVAILABLE - 1PT)

Presented by:

Kerry A. Bartlett, CFRE, MBA – VNA and Hospice Foundation, Vice President

Lenora A. Ritchie, APR, CFRE – Carter, Vice President of Client Services

About The Program:  Strong fundraising starts with an integrated fund development plan. So you’ve got your plan, now what?  How do you know it’s working and what are the key metrics you should be watching and defining based on your plan.  How do you use those metrics to course correct, celebrate or even increase accountability?  Kerry and Lenora, with a collective 45 years+ experience, will introduce you to the amazing resources within AFP’s Fundraising Effectiveness Project while helping you figure out how to find your data and what to do with it – including developing a dashboard for ongoing monitoring and communication to leadership.  

MEMBERS ONLY ROUNDTABLE!!!:  Immediately following the presentation, all current AFP members are invited to stay an additional 30 min after the meeting to talk in more detail with Kerry and Lenora.  If you have a specific question, concern or topic you'd like presented to the speakers, please email it to

About The Speakers:  

Lenora A. Ritchie, APR, CFRE is a degreed, accredited communicator and nonprofit professional with more than 20 years of experience in public relations, fund development and foundation management. Since 2000, Lenora has served as Executive Director of The Robert F. and Eleonora W. McCabe Foundation, a private foundation dedicated to improving the continuum of care for people with mental illnesses. She directs the Foundation’s grant making, with a focus on nonprofit capacity building, strategic partnerships and funding collaborations. In addition to her work with the McCabe Foundation, Lenora joined the Carter team in 2012 as Managing Director to assist nonprofit organizations in the areas of governance and board development, philanthropic assessment, campaign readiness and strategic planning. 

With more than 25 years of experience in the philanthropic sector, Kerry A. Bartlett, CFRE, MBA is recognized as a passionate and principled nonprofit leader with extensive experience in fundraising campaigns, planned giving, Board development, strategic planning and organizational culture. Ms. Bartlett recently rejoined the Visiting Nurse Association of the Treasure Coast in Vero Beach, Florida as the Vice President of the VNA and Hospice Foundation. In addition to her role with the VNA and Hospice Foundation, Ms. Bartlett joined the Carter team in 2014, translating her professional experience to the field of nonprofit consulting. Her work with Carter has focused specifically on board governance, strategic planning and capital campaigns. 

When: May 10th, 2017  Time : 11:30 a.m. to 1:00 pm.  Networking: 11:30 a.m. 

*Program starts immediately at noon

LOCATION:  United Way of Central Florida Offices - 5605 US-98 S, Lakeland, FL 33812 

Lunch is provided. Member: $12.50 -  Non member: $15.00

An RSVP is required.  RSVPS ARE DUE by April 11th @ Noon. All registrations must be made online. Registration here now!

AFP Quick Poll


Required indicates a required field

May 9 - Grant Writer
Peace River Center strives to impact the lives of our clients and the community we serve by engaging, restoring, and empowering individuals to reach their fullest potential through the provision of a broad range of inpatient, outpatient and mobile mental health and substance use disorder services. The Grant Writer is responsible for helping to craft and tell our “impact story” by researching, developing and writing grant proposals to persuasively communicate Peace River Center’s mission, programs and impact to potential funders - to help PRC continue to make an impact by securing new funding, renew and upgrade existing support, continually seeking opportunities for stewardship and cultivation of both current and potential funders. And to help Peace River Center continue to save, transform and change lives! Successful candidates will be self-directed and capable of working independently with limited direction and have outstanding writing skills with strong attention to detail. ... more >
May 18 - What We Learned (And Left) in San Francisco: The 2017 AFP International Conference
In case you missed the recent AFP International Fundraising Conference, or simply want to relive it (or see if we included your Tweet), we've got photos, videos and tweets from our three-day event in San Francisco. ... more >
May 17 - CRA Recommendations Support Public Policy Engagement by Charities
(May 17, 2017) In a significant win for Canada’s charitable sector, the Canada Revenue Agency has recommended major changes to laws and regulations that will encourage charities to engage more fully in public policy dialogue and development. ... more >
May 17 - AFP Top Ten (Week of May 17, 2017): Spam Filters, Fax Numbers and Business Cards, Finding Major Donors & More!
(May 17, 2017) Our weekly round-up of blog posts, articles, videos and other resources to help you keep on top of latest trends and reach your fundraising goals. ... more >
May 11 - Donations to Nonprofits Increased by Three Percent in 2016
Released at the AFP International Fundraising Conference, the latest Fundraising Effectiveness Survey Report found that overall donations to nonprofits in the US increased 3% in 2016 while the retention rate of donors decreased slightly to 45%. ... more >
May 11 - Fundraising Goes Global – Challenges and Opportunities
AFP brought together 25 CEOs and board members representing 11 different national fundraising associations from around the world for the 8th International Fundraising Summit on Friday, April 28.   ... more >