Raters Gonna Rate

Presenter: Melissa Carpenter, Senior Analyst, University of Chicago
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain:
 Prospect Research 
Competencies and Levels: 

  • Competency 1: Information Management/Records Management, L I & II
  • Competency 2: Prospect Research Essentials, L I & II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, L I & II

Join Melissa for an overview of the University of Chicago’s approach to capacity ratings, including the appropriate level of information for each stage of the development cycle; ways they have refined their process to make new leads more actionable; and their methodology for converting public information into accurate capacity ranges.

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