Tag Archives: gift capacity rating

Capacity Rating Workshop

Are you confused about how capacity ratings are created? Worried that you are using the wrong formulas or don’t have any? Curious how other people are doing it? In this two-week workshop you learn the jargon, get introduced to the research studies behind the formulas, and practice rating for capacity. Then you and your peers… Read More »

Why Capacity Ratings are Bunk and What You Can Do About It

I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding the Net Worth-to-Capacity-to-Ask Amount, the hop, skip and jump of Prospect Research, for the prospect he was going to solicit on his trip to the West… Read More »