downgrading-capacity-ratings

Keeping up with the Joneses: Downgrading Capacity Ratings

Prospect research professionals spend much of their time uncovering or confirming a prospect’s wealth, but what happens when research finds something concerning or that could negatively impact a prospect’s philanthropic capacity? Are researchers tracking or notifying fundraisers of prospects’ layoffs, divorces, or even criminal charges? The BWF Insight Research team has completed thousands of capacity […]

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linked metrics

Maximum Capacity: Establishing Common-Sense Metrics for Prospect Research

We all know what amount of production is theoretically possible for a prospect research shop. However, the theoretical often breaks down once real-life circumstances are considered. What factors should we look to, then, to establish prospect research metrics? This article outlines some different ways to think about metrics for your prospect research shop, regardless of […]

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