331: What to do When You're Asked to Create Campaign/Affinity Ratings

Track: Prospect Research

Session Number: 331
Date: Fri, Jul 28th, 2017
Time: 3:45 PM - 4:30 PM

Description:

The Presenter will discuss the process of creating affinity ratings for prospects from beginning to end. Attendees will learn where to start the development phase for the ratings, the formula used by the presenter, and how to use the scores to best determine the top prospects in your database. The Presenter will answer the following questions: What is the importance of affinity ratings? Where do you store the ratings? How do Fundraisers use the rating system? How do these ratings help researchers in the future?
Session Type: Breakout Session (45 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: PR:Competency 10: Research and Campaign
Tertiary Competency: DA:Competency 3: Data Manipulation Skills
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn what pieces of the puzzle are important to determine the affinity and wealth of individuals.
Learning Objective #2: Attendees will learn how to begin the process of creating Affinity Ratings for the individuals in their database.
Prerequisites: None
Session Type: Breakout Session (45 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: PR:Competency 10: Research and Campaign
Tertiary Competency: DA:Competency 3: Data Manipulation Skills
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn what pieces of the puzzle are important to determine the affinity and wealth of individuals.
Learning Objective #2: Attendees will learn how to begin the process of creating Affinity Ratings for the individuals in their database.
Prerequisites: None