Capacity Ratings Course

COURSE

Capacity Ratings

Learn the how's and why's of capacity ratings

ENROLL TODAY!

Capacity Ratings

Learn the how's and why's of capacity ratings

I'M INTERESTED! TELL ME MORE

Are you worried that you're using the wrong formulas to calculate capacity?

Curious how other people are doing it?

You Are Not Alone!

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.

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

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?

I’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. You are not alone!

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.

What You'll Learn

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

ENROLL TODAY!

What will I learn from taking this course?

In this course you will...

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

I WANT THIS NOW!

What's Included?

MODULE ONE

Definition & Ingredients
- Explore the philosophical purpose and the practical reasons
- Differentiate between different degrees of ratings
- Recognize different inputs for capacity ratings
In this module, you’ll be asked to complete the following assignments:
- Homework | Examine your Purpose for Capacity Ratings
MODULE THREE

Entities & Other Scenarios
- Consider the purpose in rating foundations and corporations
- Examine possibilities for global ratings
- Stoke your curiosity to find better values
In this module, you’ll be asked to complete the following assignments:
- Homework | Consider ways to continue your learning

MODULE TWO

Use An Excel Calculator
- Use a calculator to create capacity
- Compare different values and adjustments to ratings
- Go beyond visible assets to rate HNWIs
In this module, you’ll be asked to complete the following assignments:
- Homework | Rate the Prospects!
MODULE FOUR

Communicating Ratings
- Explain your ratings to the fundraising team
- Respond to criticism about your ratings
- Prepare for adding ratings to the donor database
In this module, you’ll be asked to complete the following assignments:
- Homework | Reflect on current and possible communication strategies

BONUS RESOURCES
- Capacity Ratings Textbook
- Fillable Course Workbook
- Excel Valuation Calculators

ENROLL TODAY!

What Students Are Saying

“The Capacity Rating Workshop was incredibly helpful in my day-to-day prospect research work. Although I have years in the field, the opportunities to dig into the hows and whys of rating formulas and procedures, compare methods and results with other researchers, and look at this very important area of prospect research with a new perspective was invaluable. I was able to take what I learned from this workshop and apply it immediately in a way that fits my organization. I highly recommend this workshop.”

Deborah Drucker

“I had never really had much training on capacity ratings even though I’ve been doing prospect research for almost 7 years. I enrolled in the workshop hoping to learn how to assign a basic preliminary capacity rating and be able to do it quickly, since I am a shop of one. I was also looking for guidance on the most effective way to educate gift officers about ratings being initial guides or estimates. I wasn’t disappointed in either regard. The tools and resources Jen presented, combined with the knowledge and experience of the other participants, were tremendously helpful!”

Stephanie Hughes

“I was new to the prospect research field when I took the Capacity Ratings workshop, so it helped to demystify capacity ratings for me. Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.”

David Lloyd

More Than Lectures

Get Hands-On Experience

Get an historical understanding of the gift capacity rating

You want answers to questions such as “why is it always multiplied by 5?” We have you covered! Get the history behind the methods and get empowered to make your own decisions.

Consider ways you want to use and communicate about capacity ratings

If capacity ratings are difficult for you, imagine how your development officers feel about them! Suggestions, case study, and database scenarios give you practical options.

Download the Excel calculator and test drive different methods

Aware of the reasons behind the methods, you can try out different methods on your own prospects and see how they differ. You can find out how others are valuing different assets, and industries.

Practice, practice, practice!

No two prospects are the same. You learn by bringing your questions to group coaching calls or discussing in the Learning Community Forums. Public figure names are available for use.

1

Video Hour

3

Bonus Downloads

4

Modules

12

Coaching Calls

ENROLL TODAY!

Get an historical understanding of the gift capacity rating

You want answers to questions such as “why is it always multiplied by 5?” We have you covered! Get the history behind the methods and get empowered to make your own decisions.

Consider ways you want to use and communicate about capacity ratings

If capacity ratings are difficult for you, imagine how your development officers feel about them! Suggestions, case study, and database scenarios give you practical options.

Download the Excel calculator and test drive different methods

Aware of the reasons behind the methods, you can try out different methods on your own prospects and see how they differ. You can find out how others are valuing different assets, and industries.

Practice, practice, practice!

No two prospects are the same. You learn by bringing your questions to group coaching calls or discussing in the Learning Community Forums. Public figure names are available for use.

Testimonials

See what a few of our students have to say after taking our course...

“The Capacity Rating Workshop was incredibly helpful in my day-to-day prospect research work. Although I have years in the field, the opportunities to dig into the hows and whys of rating formulas and procedures, compare methods and results with other researchers, and look at this very important area of prospect research with a new perspective was invaluable. I was able to take what I learned from this workshop and apply it immediately in a way that fits my organization. I highly recommend this workshop.”

Deborah Drucker

“I had never really had much training on capacity ratings even though I’ve been doing prospect research for almost 7 years. I enrolled in the workshop hoping to learn how to assign a basic preliminary capacity rating and be able to do it quickly, since I am a shop of one. I was also looking for guidance on the most effective way to educate gift officers about ratings being initial guides or estimates. I wasn’t disappointed in either regard. The tools and resources Jen presented, combined with the knowledge and experience of the other participants, were tremendously helpful!”

Stephanie Hughes

“I was new to the prospect research field when I took the Capacity Ratings workshop, so it helped to demystify capacity ratings for me. Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.”

David Lloyd

Watch this video to get a sneak peek behind the login screen.

Want to reach your Prospect Research Goals faster?

Take a quick peek, and discover why you should enroll in the Capacity Ratings Course...

What's Included?

MODULE ONE

Definition & Ingredients
- Explore the philosophical purpose and the practical reasons
- Differentiate between different degrees of ratings
- Recognize different inputs for capacity ratings
In this module, you’ll be asked to complete the following assignments:
- Homework | Examine your Purpose for Capacity Ratings
MODULE TWO

Use An Excel Calculator
- Use a calculator to create capacity
- Compare different values and adjustments to ratings
- Go beyond visible assets to rate HNWIs
In this module, you’ll be asked to complete the following assignments:
- Homework | Rate the Prospects!
MODULE THREE

Entities & Other Scenarios
- ...
In this module, you’ll be asked to complete the following assignments:
- Homework | Consider ways to continue your learning

MODULE FOUR

Communicating Ratings
- Explain your ratings to the fundraising team
- Respond to criticism about your ratings
- Prepare for adding ratings to the donor database
In this module, you’ll be asked to complete the following assignments:
- Homework | Reflect on current and possible communication strategies
BONUS RESOURCES
- Capacity Ratings Textbook
- Fillable Course Workbook
- Excel Valuation Calculators

PURCHASE COURSE

Enroll in Capacity Ratings Course

$550

12-month access
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download

ENROLL TODAY!

Enroll today!

join the Capacity Ratings Course

$550

What's waiting for you...

12-month access
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download
Digital badge and certificate of competency

I WANT IN! SIGN ME UP!

Frequently Asked
Questions

How soon can I access the course once I place my order?

As soon as you buy the course, your username and password will be emailed to you for immediate access.

How long will I have access to the course?

You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.

Who is this course designed for?

This is NOT a how-to-find information on prospects. This is about how to apply various capacity rating methods, of which there are many. If you are not familiar with how to find information on prospects, we recommend the Introduction to Prospect Profiles course.

This course is designed for a researcher who is actively researching prospects and tasked with assigning or confirming capacity ratings. This course is NOT designed for researchers who are unfamiliar with the sources of information used in creating prospect profiles.

How long will it take me to complete the course?

We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.

What is the course format?

Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.

Is it interactive and can I ask the instructor questions?

Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.

Can I get a group discount?

Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.

Frequently Asked
Questions

How soon can I access the course once I place my order?

As soon as you buy the course, your username and password will be emailed to you for immediate access.

How long will I have access to the course?

You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.

Who is this course designed for?

Please note that this course is designed for a researcher with three or fewer years of experience, or someone who doesn’t research often. This course is NOT designed for researchers with many years of experience preparing prospect profiles.

How long will it take me to complete the course?

We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.

What is the course format?

Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.

Is it interactive and can I ask the instructor questions?

Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.

Can I get a group discount?

Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.

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