301: Using Unconventional Wealth Variables & Lifestyle Factors to Estimate Capacity in Domestic and International Research

Track: Prospect Research

Session Number: 301
Date: Fri, Jul 28th, 2017
Time: 11:00 AM - 12:30 PM

Description:

Evaluating prospects can consist of quickly identifying hard assets, assigning a rating, and then passing that rating on to our gift officers. As a researcher, when was the last time you considered abstract lifestyle factors to adjust or inform a capacity rating? In this session, we will discuss how using these factors, going beyond hard assets, can provide a more comprehensive, accurate rating. Additionally, we will provide strategies for using lifestyle factors when assets cannot be identified for prospects flying “under the radar” and for international constituencies.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: PR:Competency 2: Prospect Research Essentials
Tertiary Competency: PR:Competency 4: Utilizing Research Resources
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn techniques for identifying lifestyle factors to provide more comprehensive ratings.
Learning Objective #2: Attendees will learn how to better evaluate both international and domestic prospects who may not have identifiable hard assets.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: PR:Competency 2: Prospect Research Essentials
Tertiary Competency: PR:Competency 4: Utilizing Research Resources
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn techniques for identifying lifestyle factors to provide more comprehensive ratings.
Learning Objective #2: Attendees will learn how to better evaluate both international and domestic prospects who may not have identifiable hard assets.