Capacity Ratings by Prospect Research Institute

Capacity Ratings

Capacity Ratings is a Premium course brought to you by the Prospect Research Institute.

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We’ll let you in on a little secret. New and veteran researchers struggle with capacity ratings. A quick search of the industry list-serv finds 130+ results for the keywords “capacity rating” in the subject.

Imagine you get questioned about your capacity rating and this time you can demonstrate how you arrived at the rating. Instead of being on the defense, you get to have an intellectual conversation about wealth.

Wouldn’t that be a welcome relief?

You could go on struggling and wondering if your capacity ratings are grounded in best practice, but why?

Getting it right is important to you and getting expert help with the right tools will give you confidence – and give your organization a competitive edge.

In this course, you learn the jargon, get introduced to the research studies behind the formulas, and practice rating for capacity.

  • Calculate gift capacity ranges using already researched high profile individuals as examples
  • Share your calculations and receive feedback
  • Create a checklist of the best wealth studies to guide your capacity ratings especially for prospects outside the U.S.
  • Get a clear understanding of the different terminology involved in capacity ratings so you can keep your conversations with other fundraisers on track
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