Editing Peer Groups

To effectively organize your Officers, your executives and system administrator have grouped together your staff with portfolios into Peer Groups. These peer groups are typically officers at an institution with similar roles or portfolio make up. Peer Groups are used in the tool in the Major Giving layer and in quarterly and yearly reports that Fundraiser Performance Management provides to your executive team. If you are unfamiliar with your Peer Groups or wish to make changes to the groups, please consult your Fundraiser Performance Management System Administrator.

  1. Click on the Create Peer Group button in the upper right of the screen

  2. Enter the Peer Group name

  3. Select Gift Officer Type

  4. Set Peer Group to Active

  5. Save

  6. The new Peer Group will appear at the bottom of the screen

  1. Click on Add Officers

  2. A list of unassigned Officers appears on the left

  3. Click on the Officer’s name and it will be added to the peer group

  4. Click on Save

  5. Add additional Officers by clicking on the name in the list on the left

  6. To remove an Officer, click on the X next to the name on the right

  7. Save

Fundraiser Performance Management uses the Peer Groups as part of the research and bench marking. To help us with this research, we are asking you to set the Gift Officer Type for each peer group. The selection drop-down is located at the right of each peer group. Please choose the type that best matches with the type of gift officer assigned to that group. Any Peer Group with a missing type will be highlighted in Red.