In conversations at conferences and with nonprofit clients I hear that, in fundraising, there appears to be a great divide between research officers and gift officers. And the divide itself is often inspired by capacity ratings on prospects. Do you run into these scenarios?
The gift officer refuses to call a prospect because s/he disagrees with the capacity rating.
The gift officer ignores the capacity rating and makes a much lower or higher ask.
The research officer assigns the lowest likely rating for a prospect out of fear of being accused of being inaccurate.
Marianne Pelletier has more than 30 years of experience in fundraising, with the majority in prospect research and prospecting.
Greg Duke helps Raiser’s Edge clients to optimize their database by implementing data clean-up techniques and creating reporting structures, including dashboards and SQL queries. He also facilitates data imports into Raiser’s Edge and database administration.