CAPACITY RATINGS

Are You Missing Out On Major Gift Capacity? Many charities underestimate the financial capacity of their prospects and donors. They do a quick Google search, dig a little in CharityCAN or iWave, and take a peak at their real estate assessments to do a rough capacity calculation, but this falls far short of their prospects/donors' true wealth picture. Does this sound familiar? 

To truly understand your prospect's giving capacity, you need to understand all of their financial picture (that's publicly available): real estate, income, stock holdings, boat/plane ownership, business ownership, second home ownership, collectibles, inheritances, luxury assets, and spousal assets. This enables you to solicit bigger gifts than you thought possible that better reflect your prospect’s full wealth picture, not just a fraction of it!