Inclination & Capacity Estimation
Tuesday, October 1, 2019
10:00 AM- 11:30 AM
The Jackson Laboratory
10 Discovery Drive
Farmington, CT 06032
The Jackson Laboratory (JAX) Advancement Services’ Research department has been testing and revising a worksheet to use in calculating a donor's major giving capacity, inclination and average annual gift. The impetus for this was a frustration with the overly simplistic, one-dimensional ratings that are more commonly used. The JAX capacity ratings process is different because it aims to view constituents in several dimensions. It is a work in progress that is always evolving and is the result of the efforts of the research team.
This calculation is based on a variety of inputs and national averages from the cost of education to average giving likelihood based on past performance over time and across similar organizations. JAX recently started to calculate the impact of family foundations/giving vehicles on inclination and capacity as well. The effort has been very positively received by the Frontline team who have also offered many excellent suggestions as the work has evolved. In this session, we will discuss this calculation as well as some of its challenges and successes
Thea Michailides is Director of Prospect Research & Market Analysis for The Jackson Laboratory, an international non-profit focused on cutting-edge genomic and bio-medical research. She has worked in research and analysis for over ten years. Starting in D.C. where she was recruited to build and lead the Strategic Research Department for an International Building Trades Union. There she also helped build worker coalitions and served as panelist and lecturer at many conferences and conversations. Thea’s work focuses on analysis of corporate finances and in coalition building, taking special interest in initiatives to improve working conditions for women, minorities, and immigrant workers particularly those undocumented. Prior to her current position she worked as a Senior Research Consultant for a boutique research firm where she was able to work with a variety of clients from small private schools to colleges; as well as environmental conservation, the arts, and human rights organizations.
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