Mark Noll, AVP of Research and Development Services at the University of Rhode Island started a conversation earlier this week in an article titled “Why Capacity Ratings are Bunk and What You Can Do About It.” In the post, Noll discusses the difficulties of assigning an accurate capacity rating to prospects. There’s just too much we prospect researchers – and frontline fundraisers – will never know about the totality of someone’s assets and their liabilities. Noll provides a solid lesson on what actually goes into a capacity rating. And what is logically missing. [Read more…]
6 Reasons Why Real Estate Matters to the Savvy Prospect Researcher
Every so often, the topic of “Should we or shouldn’t we include real estate as one of the factors we use to determine a prospective donor’s gift capacity” comes up in the prospect research community.
Some folks have this logic: “Well, our prospective major donor is never going to give us their house (or sell their house and give us the money), therefore we shouldn’t include it.”
Which is absolutely true. (<stage whisper>: I won’t mention “planned gift” at this point, okay?)
Prospect Research for Fundraisers – the Book!
Look at what arrived by special delivery today!
It’s an advance copy, meaning that for all of you who pre-ordered (and thank you for that, by the way!), yours will be arriving very soon.
If you haven’t already ordered it, now’s the time to get your very own copy hot off the presses! Just click that little book cover over there on the right to buy it at a discount (!). It will be on your doorstep in no time. This book has got everything anyone working in fundraising needs to know about prospect research. You’re going to love it.
Thank you to everyone who was involved: those who agreed to be interviewed, who were the subjects of case studies, who provided quotes and who read (and re-read!) drafts and offered sage advice and suggestions. And the biggest thank you to my co-author, the awesome Jen Filla.
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