Approaches for Evaluating Wealth and Rating for Gift Capacity

Presenters: Elizabeth Crabtree, Brown University; Joyce Newton, Dartmouth College
Year: 2007
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 5: Financial Capacity Evaluation and Wealth Indicators , Level II

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.

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