Approaches for Estimating Gift Capacity and Developing Rating Systems

Virtual Seminar Replay
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Presenters: Elizabeth Crabtree and Joyce Newton

Session Description
The purpose of researching and evaluating wealth and asset indicators is to be able to appropriately assign, cultivate and solicit prospective donors. Ultimately, researchers must develop sound strategies for estimating an individual’s potential for philanthropic giving (gift capacity) and develop rating systems to help organize and classify constituents into segments or pools. This program discusses approaches for estimating philanthropic giving capacity based on common wealth indicators, how to create rating systems for various types of fundraising programs, and how a disciplined and uniform approach to rating gift capacity along with considerations for affinity and inclination assists in populating campaign gift tables and allows researchers to become better strategic partners in fundraising. 

Speaker Biographies

Elizabeth Crabtree is the Director of Prospect Development at Brown University, where she manages a team of professionals that provide advice, counsel and analytical support to several areas critical to Brown’s fundraising effort, including campaign planning and management, prospect identification and research, data mining, modeling and market research, and relationship management. Crabtree is a member of the APRA Board of Directors, serving as President, and chaired APRA’s 2005 and 2006 International Conferences. She is a member of AFP, CASE, and NEDRA as well as a frequent, nationally recognized speaker, and philanthropy and nonprofit research consultant.  

Joyce Newton is a Senior Strategic Analyst at Dartmouth College.  Before entering the development field in 2002, she spent more than 13 years in the Biotech/Biopharm industry as an Information Specialist, most recently at Millennium Pharmaceuticals in Cambridge, Massachusetts, and before that at Chiron Corp. In addition, Newton spent six years as a Market Research Analyst in the direct marketing field and five years as a Corporate Medical Librarian. Her experience positions her well for current responsibilities that include proactive prospect research, trade/news publications review, and continuous monitoring of new technologies/resources for improved effectiveness. She holds a bachelor's degree from the College of Our Lady of the Elms, is a contributor to www.supportingadvancement.com, and a founding member of Chase Solutions' Freelance Prospect Research Network. In addition, she was a 2006 panelist at the APRA International Conference.