“Donor prospect screening and rating techniques have become crucial elements in developing and managing donor relationships,” says Sara Wuorinen, director of research and prospect management for the University of Colorado – Boulder (Boulder, CO). “Gift capacity ratings are critical as they are an objective measurement of a constituent's financial ability to make a charitable donation, based on a percentage of their public assets and other wealth indicators.”Several factors make prospect screening valuable, according to Wuorinen:❑ Prospect screening procedures are objective and rational.❑ They serve as point‐in‐time estimates; are often conservative in their findings and can provide the institution with information to connect with the prospective donor and his/her values, history of giving and family networks.❑ They are typically utilized as an estimated dollar range reflecting a minimum the prospect could give, if so inclined, over a five‐year period.When developing a rating and screening procedure, Wuorinen points out the key resources that can be found and evaluated for each potential donor:Total real estate value.Public company insider stockholdings.The prospective donor's annual giving and published philanthropy.Total income.Private foundation assets.Value of luxury items.“The percentage of adjusted gross income that households allocate to charitable giving varies, but higher income families often contribute between 2 and 5 percent of their adjusted income when a strong connection or affinity exists with the charity,” says Wuorinen. “And a crucial factor that determines a prospective donor's capacity to give is the affinity rating, or measurement of the prospective donor's connection to the organization, based on various factors of engagement.”Affinity rating factors which impact charitable giving, according to Wuorinen, include:Consistency of annual giving and prior fundraising campaign support.Frequency of attendance at the organization's events and regular contact with the donor by leadership, staff or volunteers.The prospective donor's participation on the organization's boards or committees and/or volunteer activity.The prospective donor's willingness to allow personal information (e‐mail, phone, address) to be filed with the organization.“Donor rating and screening procedures may be utilized in a variety of ways: in presentations, in sourcing prospects, in justification of gift amount requests, in focused strategy sessions, in identifying additional prospective donors and in evaluating fundraising campaigns and efforts,” says Wuorinen.Source: Sara Wuorinen, Director of Research and Prospect Management, University of Colorado – Boulder, Boulder, CO. Phone (303) 541‐1343. E‐mail: firstname.lastname@example.org. Website: www.colorado.edu
Successful Fundraising – Wiley
Published: Jan 1, 2018
It’s your single place to instantly
discover and read the research
that matters to you.
Enjoy affordable access to
over 18 million articles from more than
15,000 peer-reviewed journals.
All for just $49/month
Query the DeepDyve database, plus search all of PubMed and Google Scholar seamlessly
Save any article or search result from DeepDyve, PubMed, and Google Scholar... all in one place.
Get unlimited, online access to over 18 million full-text articles from more than 15,000 scientific journals.
Read from thousands of the leading scholarly journals from SpringerNature, Elsevier, Wiley-Blackwell, Oxford University Press and more.
All the latest content is available, no embargo periods.
“Hi guys, I cannot tell you how much I love this resource. Incredible. I really believe you've hit the nail on the head with this site in regards to solving the research-purchase issue.”Daniel C.
“Whoa! It’s like Spotify but for academic articles.”@Phil_Robichaud
“I must say, @deepdyve is a fabulous solution to the independent researcher's problem of #access to #information.”@deepthiw
“My last article couldn't be possible without the platform @deepdyve that makes journal papers cheaper.”@JoseServera