May 27, 2010 DonorScape Wealth Screening Summary Results Brian Chapman Senior Vice President, Philanthropic Analytics.

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Presentation transcript:

May 27, 2010 DonorScape Wealth Screening Summary Results Brian Chapman Senior Vice President, Philanthropic Analytics

Page 1 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Wealth Screening at UCLA UCLA has been conducting wealth screening for many years. Wealth screening projects have been done on a school by school basis. Wealth ratings have been reviewed and modified by Research staff to include additional information not available through electronic screening. Many of the ratings in use are no longer up to date –Broad changes based on economic circumstances –Individual changes in assets and asset values

Page 2 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates DonorScape Methodology UCLA submitted 973,696 records in 800,944 households to GG+A. Each individual record was matched against 12 national databases to acquire biographical, hard asset, and political and charitable contribution data. Using the information from the economic data sources, a gift capacity estimate was developed for each record.

Page 3 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates DonorScape Wealth Screening: New Data Acquired Dun & Bradstreet Business & Executive Information® Federal Election Campaign GuideStar® Non-profit Boards of Directors, Public and Private Larkspur SEP/Keogh Pensions™ CorpTech® Business Profiles LexisNexis ® Real Estate Ownership Marquis Who’s Who ® Biographies Reuters Market Guide ® Executive Profiles EDGAR Online SEC Insiders ™ Insider Stock Waltman Donor Series™ Waltman Directors Report™ Wealth and Affiliation Data

Page 4 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates DonorScape Gift Capacity Ratings GG+A's Gift Capacity Estimate is designed to avoid over-estimating an individual’s potential. All records received a Gift Capacity Rating (1-9) and a corresponding dollar value estimate, defined as an individual's capacity for a gift over five years. Ratings assigned based on the match quality of the underlying asset data at four levels: –Exact –Near –Possible –Simple Match Quality refers to GG+A's level of confidence that a specific piece of data belongs to the record to which it has matched. A "Simple" match suggests additional qualification is needed, whereas an "Exact" match can be used immediately with confidence.

Page 5 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates DonorScape Gift Capacity Ratings Gift Capacity Distribution by Match Quality Rating Of the 800,944 households screened, 13,511 show identified capacity of $100,000+ at the Exact Only level. 59,592 were identified at all match levels. Further qualification of prospects rated above $100,000 should occur to confirm these matches.

Page 6 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches Of the 800,944 households screened, 19,167 show identified capacity of $100,000+ at the Exact and Near level, a bit less than 3% of the living constituency at UCLA.

Page 7 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches Of the 800,944 households screened, 19,167 show identified capacity of $100,000+ at the Exact and Near level, less than 3% of the living constituency at UCLA. All Prospects Donors Non-donors

Page 8 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches by UCLA Record Type Prospects Rated $100,000+ (EN) by Record Type

Page 9 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches Alumni by School Alumni Prospects Rated $25,000+ (EN) by School Code 1 Alumni Prospects Rated $100,000+ (EN) by School Code 1

Page 10 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches by PMATs Assignment, Average Gift Size Alumni Prospects Rated $100,000+ (EN) by School and PMATs Assignment

Page 11 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches by UCLA PMATs Rating

Page 12 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Rating Summary: Exact & Near Matches by UCLA PMATs Rating

Grenzebach Glier and Associates Access to DonorScape Data

Page 14 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates Next Steps Exact match data has been loaded into Advance Research is working with Near Match data and will update ratings in Advance as they are validated In June, schools will meet to review top-rated prospect information Shortly, development staff will be able to look for new prospects through the Discovery Prospect Look-Up in the Discovery Prospect Pool, using DonorScape rating as one factor