Do you ever wonder if you are asking a potential donor for the right amount or if a donor can give more than what he or she has given in the past? In order to get a complete picture of a donor, free, do-it-yourself web-based research may need to be supplemented with “wealth screening” databases. This workshop explains how the components of such research fit into the formulation of a wealth capacity rating and overall prospect profile.
These components include the following:
- Real estate valuation
- Company valuation (if the donor owns a company)
- Earnings (Salary, Bonuses, Stock Ownership) –
- Public Company executives, directors, large stock owners
- Nonprofit executives
- Salary Surveys
- Nonprofit Affiliations
- Charitable Donations
- Political Donations
- Family Foundations
- Miscellaneous Information
Sample of free Web and fee-based products will be demonstrated and pros and cons of each will be examined. Presenter, Roger Magnus, will also show how they work together to formulate a complete picture of a potential donor. A bibliography of free and subscription resources will be provided.
Presenter, Roger Magnus operates a client-oriented research consulting firm in Amherst, MA that finds relevant information and analysis via articles, reports, and data. Services provided include research for nonprofits to locate donors/foundation funding, for businesses to find news, trends, companies, industries, and demographics (U.S. Census Bureau), and for other types of organizations such as academia or government.