Prospect ratings - PowerPoint PPT Presentation

Prospect Ratings Demystified

Prospect Ratings Demystified. Or How to read that “stuff” in Wizard. Special Thanks. Lai Lonne Fong Dorothy U. Oluonye Jessica Messerschmitt. Why have ratings?. Determine Wealth Levels Gift C apacity Propensity to Give Frequency of Giving Likely Gift Type (CRT, Bequest, etc.).

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406 views • 26 slides

Prospect Ratings Demystified

★ ★ ★ ★ ★

387 views • 26 slides

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