Tag Archives: capacity ratings

How to Create Prospect Portfolios that Reach Fundraising Goals

What kind of skills does it take to do prospect management really well? If Suzanne Barlow is any indication, start with an education in information systems, add a voracious appetite for learning about wealth and giving, and top it off with a love of connecting people together. In this #ChatBytes episode Suzanne shares with us… Read More »

Capacity Ratings Workbook

The Capacity Rating Workbook outlines the methods for calculating and using capacity ratings. It covers techniques used for decades as well as newer techniques. Discussion questions help readers examine their current practices. What’s in the Workbook The workbook is printed and contains the following: Explains what capacity ratings are and how they are used Breaks… Read More »

Ratings on the Rise! Are you “doing” them right?

There’s a trend going on in prospect research and it has to do with ratings. It’s subtle when you’re in it, but pretty obvious if you take a few steps back. Prospect Management is gaining ground as the primary role in the overall field of Prospect Research. The availability of all kinds of ratings is… Read More »

New Instructors and Workshop Format

Due in no small part to the generosity of the prospect research community, the Prospect Research Institute continues to innovate to meet the needs of fundraising researchers. As a result of community feedback the Institute has introduced a new two-week workshop format and hired two new instructors. “The workshop format accommodates wiggly topics such as… Read More »

Why Capacity Ratings are Bunk and What You Can Do About It

by Rhode Warrior Blogger, Mark Noll I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding the Net Worth-to-Capacity-to-Ask Amount, the hop, skip and jump of Prospect Research, for the prospect he was going to solicit… Read More »