Tag Archives: capacity ratings

The 3 Topics That Shaped Our Year (And Will Level Up Yours)

December always does this—it makes us want to sprint toward January with fresh plans and big goals. But first, let’s take a breath and see what caught your attention in 2025. 

When I look back at the blog posts that resonated most with readers this year, they weren’t the ones promising quick fixes or silver bullet solutions. They were the ones that challenged assumptions, expanded roles, and helped researchers and fundraisers think differently about the work we do. 

So before we dive headfirst into the new year, let’s revisit the three posts that hit home for professionals like you—the ones that sparked conversations, shifted perspectives, and maybe even changed how you approach your work. 

If you missed these the first time around, consider this your second chance. If you read them already, well, sometimes the best insights are worth revisiting. 

1. Top 5 Capacity Rating Insights for Research Professionals

Let’s start with everyone’s favorite anxiety-inducing topic: capacity ratings. This post cut through the noise and named the uncomfortable reality: No matter what rating you choose, you will be wrong. And that’s okay. 

Why did this post resonate? Because it gave you permission to be human while doing technical work. It acknowledged that capacity ratings are directional, not definitive. And it reminded us that our job isn’t perfection—it’s providing the best assessment possible with available data, managing expectations, and building confidence for bold asks. 

If you’re still treating capacity ratings like a math problem with one correct answer, go read this post. Then have a conversation with your gift officers about methodology, limitations, and what you actually know versus what you’re estimating. You’ll all sleep better. 

2. Blinker Alert: Research is Changing Lanes

This might have been the most provocative post of the year. Not because it was controversial, but because it named something many of us were feeling but couldn’t quite articulate. 

Here’s why this post mattered: It gave language to the career evolution many researchers are pursuing. And it provided a roadmap for getting there, starting with five simple but powerful questions you can ask right now to signal your lane change. 

The researchers who read this post and took action? They’re the ones having different conversations with their gift officers. They’re the ones being invited into strategy meetings. They’re the ones building careers, not just holding jobs. 

If you’ve been feeling like your role should be more strategic but you’re not sure how to make that shift, this is your manual. Read it. Then start asking those questions. 

3. Public Company Insider. So What?

Maybe nobody in your fundraising office would actually say “So what?” out loud. But let’s be honest—when you tell a gift officer their prospect is a public company insider, you can see it in their eyes. They’re thinking: And that means… what, exactly? 

Why did this post land? Because it took a technical concept and translated it into fundraising relevance. It answered the “so what” question before anyone had to ask it. 

For researchers working in major gifts, this post was a masterclass in communicating value. For gift officers who skimmed past SEC filings in profiles, it was a wake-up call about what they might be missing. 

The Common Thread 

Three very different posts. Three distinct topics. But one consistent theme: Moving beyond the transactional to become genuinely strategic. 

Whether you’re wrestling with capacity ratings, considering your career trajectory, or trying to communicate the significance of insider wealth, the challenge is the same. It’s not about gathering more data. It’s about translating information into insight, insight into action, and action into results. 

The researchers and fundraisers who thrive aren’t the ones with access to the best databases or the fanciest screening tools. They’re the ones asking better questions. The ones challenging their own assumptions. The ones building relationships based on trust and proven value rather than just task completion. 

They’re the ones reading posts like these and thinking: How can I apply this tomorrow? 

 Take Action for 2026 

  1. Bookmark the Aspire Research Links Directory free webpage for instant access to resources the Aspire team uses every day 
  1. Register for the Back Stage Tour of the Prospect Research Institute to learn about 2026 hot topics 
  1. Order the updated Search Tips for Fundraisers booklet for yourself or your favorite colleague 

Can You Trust Gift Capacity Ratings? 5 Things Fundraisers Should Know

capacityGift capacity ratings were a marketing moment for wealth screening companies. Suddenly thousands of records could be matched individually to wealth records and assigned a score. Your constituents could be assessed by their potential capacity – in the form of dollars. And everybody loves money. Have gift capacity ratings lived up to the hype? Yes!
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With the sophistication of fundraising analytics we now have ever more ways to evaluate our prospect portfolios, but gift capacity ratings remain an important tool for the fundraiser. To get the most out of your gift capacity ratings, following are five things you should know.
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1. Prioritizing your prospect pool saves you from yourself.

We are all human and that means we prefer to call upon and visit people we like – people who are more like us. Unless you are a major gift donor yourself, your prospects are not like you. Assigning numbers, gift capacity ratings, to your prospect pool helps you overcome your natural tendencies and allocate your time based upon the impact someone can have on your organization.

You will spend as much (or more) time on someone who can give $10,000 as someone who can give $100,000 or $1 million. If you want to excel in major gifts, capacity ratings will help you focus.

2. Ratings and scores are never exact unless it’s the Olympics.

Gift capacity ratings don’t have decimal points! Or at least they shouldn’t. Typically a gift capacity is expressed as a range, such as $250,000 to $499,999. The range should clue you in that this is not an exact science. The goal is NOT to pinpoint a solicitation amount. The goal is to categorize your prospects by their capacity or ability to give.
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A successful solicitation strategy requires much more than a gift capacity rating. A $1 million+ capacity rating is exciting … until you visit and discover he believes philanthropy is bad for the economy. A $1 million+ capacity rating is exciting … until you discover she has been harboring fantasies of making a transformational gift to your cause. Then it’s a DREAM COME TRUE!

3. You must know your prospect types.

You and your prospect research professional are not usually high-net-worth-individuals (HNWIs). You are not usually doctors, lawyers, or investment bankers either. Recognizing and being able to categorize how different prospect types accumulate, manage, and give away their wealth is for you and your researcher to discover together.

Know that HNWIs are generally UNDER-valued by gift capacity ratings. The more wealth there is, the more likely that wealth is hidden from view. Prospects outside the U.S. frequently have wealth indicators that can’t be assigned a number.

4. Not knowing produces anxiety. Embrace the unknown.

Before you get frustrated with how little we can really know about the prospects we want the most – HNWIs – remember that gift capacity ratings were never meant to be the final word. As you evaluate your prospect pool by its capacity ratings and any other tools available to you, embrace what you don’t know.

Create a checklist of what clues you in to prospects of great wealth. Use this to create a strategy for your discovery and cultivation visits. Use what you don’t know as a roadmap to discover your prospect. If you know a fundraiser that came of age pre-internet, find out how s/he prepares for visits!

5. Your researcher is your best ally.

Prospect research professionals have as much fear of ambiguity as gift officers. Calculating capacity ratings fills us with anxiety and angst! This is also to your advantage. Engaging your researcher in conversations about gift capacity ratings, wealth indicators, and what you might discover in your visits will only make you both better in your professions.

Some of my best conversations have been with confident fundraisers who wanted to better understand how I arrived at a gift capacity rating or how a particular type of wealth factored in to the prospect’s ability to give. Prospect research professionals want the donor to give a major gift, too!

Gift capacity ratings are not going anywhere anytime soon. Learning to use them to your advantage will help you achieve success as a fundraiser.

Do you have advice for others on pitfalls to avoid, or tips on how best to use gift capacity ratings? I hope you’ll share!

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Don’t Forget the Dividends!

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Content Review Panel Experts!

I’m building a beginner to intermediate course on insider stock and compensation and guess what I forgot? Dividends! Thankfully, my Content Review Panel Experts spotted the gap. And we had a great discussion about dividends that made my day. Why?

Well, of course, I was relieved to have my mistake corrected before I produced the video lectures, printed workbook and other materials. But really it was about having a topic discussion with varied colleagues who have differing opinions and resources to bear on the subject. I don’t think I’m alone in thriving on these kinds of conversations.

I was fortunate to be able to attend the APRA 2014 conference in Las Vegas just a few weeks ago. Of course the sessions were fantastic, but really memorable was an informal gathering organized by Mary Gatlin of the University of Oregon. She posted on PRSPCT-L asking if anyone wanted to get together and talk about capacity ratings. Boy did we! Around 30 people responded. I had to sit on an end table because there weren’t enough seats.

During the Vegas conversation we could each ask questions without fear of looking dumb and we could offer opinions and suggestions too. I learned what is happening at a big institution and some ideas on rating (or not) international prospects. Some of us made connections and now have new colleagues in our networks.

High-Level Conversations

This hunger for what I like to call “high-level” conversations is understandable because prospect research professionals have to learn vast amounts of information to get on the wagon and stay current. We need to be able to ask a beginner question one minute and share an advanced technique the next. Because that’s the world we work in.

It also helps me understand why Prospect Research Institute participant Lisa Brown yearned for the Profile Peer Review Program. They are now doing their second round of peer review. Not only do they get to have high-level discussions, but they get to have those conversations after giving and receiving written feedback in a controlled environment. Powerful.

Back to Those Dividends

So what did we finally decide about dividends? We agreed that it’s not usually a huge loss if they are forgotten, but that they offer a possible opportunity for a gift. Because they are essentially cash, if the number of shares is great it can be a significant part of the prospect’s disposable income picture.

Don’t forget the dividends when you research your prospects and don’t forget that even if you are brand new to the prospect research field you have valuable knowledge and perspectives – your own “dividends” – to gift!

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