Beyond Capacity: Wrangling Ratings for Fundraising Success

Track: Relationship Management

Session Number: 2072
Date: Thu, Aug 1st, 2019
Time: 2:15 PM - 3:45 PM
Room: Grand Sonoran E

Description:

Capacity, affinity, engagement, interest, and more: In complex fundraising environments, the era of a simple capacity rating is long past. This session will provide an overview of the various types of ratings used, how and where you can get them, and how to apply them in creating awesome portfolios and prospect pools.

Please note: This session will be recorded.
Session Type: Breakout Session (90min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: PR:Competency 7: Screenings
Tertiary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Basic knowledge of constituent relationship management systems; concepts of numerical rating systems; and portfolio and prospect pools.
Learning Objective #1: Attendees will learn the various types of ratings that can be used for analyzing individuals and groups of prospects, as well as strategies for managing and manipulating data.
Learning Objective #2: Attendees will learn how ratings and interests can be combined to create prospect portfolios and pools.
Shop Size: All Shop Sizes
Session Type: Breakout Session (90min)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: PR:Competency 7: Screenings
Tertiary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Intended Audience Level: Level I, Level II
Recommended Prerequisites: Basic knowledge of constituent relationship management systems; concepts of numerical rating systems; and portfolio and prospect pools.
Learning Objective #1: Attendees will learn the various types of ratings that can be used for analyzing individuals and groups of prospects, as well as strategies for managing and manipulating data.
Learning Objective #2: Attendees will learn how ratings and interests can be combined to create prospect portfolios and pools.
Shop Size: All Shop Sizes