Contact Us Today! JasonRoss@ConstellationResearchAnalytics.ca or 604-780-7643
Contact Us Today! JasonRoss@ConstellationResearchAnalytics.ca or 604-780-7643
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!
- Conducted a capacity rating analysis, that took into consideration all assets, for a Langley Community Health & Hospital Foundation prospect that showed their giving capacity was $250K-$500K, not the $5K rating that iWave produced in its search results.
- Provided capacity rating insights into donor prospects for Peace Arch Hospital Foundation's medical equipment campaign which resulted in increased solicitation amounts for prospects.
“Jason recently completed a profile on an individual that confirmed a higher wealth rating than we suspected; as a result, we have now adjusted our solicitation strategy using this valuable information.“
Kate Ludlam, Director of Philanthropy at Peace Arch Hospital Foundation
Constellation Research and Analytics
Phone: 604-780-7643
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