Transcript Overview - Memlink

Overview
Donor Research with
Limited Resources
Overview
• Overview of the tools, databases, and other technology that can be
used for identifying, qualifying potential donors (for cheap)
• How to identify and understand key indicators used to most
effectively estimate an individual’s giving capacity
• “Beyond technology” - the critical role that development staff can
play in gathering research information
Resources: Foundations
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Imagine Canada
Foundation Search Canada
CRA
Guidestar
Resources: Corporations
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SEDI
SEDAR
Profile Canada
Reference Canada
Scotts Directory
Industry Canada
Statistics Canada
Resources: Individuals
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Zoominfo
Pipl
Canadian Who’s Who
Directory of Directors
Statistics Canada
Salary Survey – Healthcare
Salary Survey – Faculty
Resources: Property
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BC Online
BC Assessment
MLS
National Price Charts
Resources: Media
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Copernic Agent
Highbeam Research
CBCA
Alumni Resources?
International Media Sources
Putting it all together
• Calculating Capacity: What else denotes
wealth?
• Not a definite science, but a very well educated
guess
• Collection of factors, financial and non-financial
to build a complete picture
Capacity Worksheet
Realtor Example
• According to Mr. X’s website, he sells approximately 155 houses
annually. Mr. X’s real estate regions include South Delta and
Richmond. The average price of a property in the South Delta region
in 2007 is approximately $410,000 according the MLS Sales facts
for April 2007. The average price for a property in the Richmond
area is $440,000. Estimating that Mr. X is selling an equal amount of
properties from each region, the total value of properties Mr. X sells
annually is approximately $65 million (77.5 x 410,000 + 77.5 x
440,000) With an average commission of 3% to 3.5%, this would
create annual revenues of approximately $2 million ($37 million x
3.5%)
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Source
Property Valuation
Opus Vancouver
• 96 rooms
• Average room rate: $330
• Average occupancy rate Vancouver: 67.5%
Land Valuation Method
• Estimated annual rooms revenue: $330 X 67.5% X 96 X 365 = $7,805,160
• Ground rental percentage 4% of rooms revenue = $312,206
• Land value = ground rental percentage / land capitalization rate – estimated to be 8%
• Land value = $3,902,580
• Land component estimated to be 12.5% of value of hotel
• Value of Opus: $31,220,640
• Quick value: average room rate X $1,000 X number of rooms
• $330 X $1,000 X 96 = $31 million
• Source
The Invaluable
• Information that Research can not find
• Personal information relating to personal
interests and personal wealth
• Privacy Issues
Profiles
• Standard Research Information
• With Additions from Development Officers
APRA Canada
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Tools
Resources
Presentations
Supporting Advancement
Google
References
Foundations
Imagine Canada: http://ic.imaginecanada.ca/login.asp
Foundation Search: http://www.foundationsearch.ca
CRA: http://www.cra-arc.gc.ca/ebci/haip/srch/sec/SrchLogin-e?searchType=Registered
Guidestar: http://www.guidestar.org/pqCriteriaEntry.do
Corporations & Individuals
FPInfomart: http://www.fpinfomart.ca/
Profile Canada: http://www.profilecanada.com/database.html
(VPL) Reference Canada: http://www.vpl.ca/extDB/dbListing?ReferenceCanada
(VPL) CBCA: http://www.vpl.ca/electronic_databases/
Scott’s Directory: http://www.scottsdirectories.com/default.asp
Industry Canada: http://www.ic.gc.ca/epic/site/ccc-rec.nsf/en/Home
Statistics Canada: http://www.statcan.ca/start.html :
Highbeam: http://www.highbeam.com/reg/login.asp
Zoominfo: http://www.zoominfo.com
Pipl: http://pipl.com/
Property
BC Online: https://www.bconline.gov.bc.ca/
BC Assessment: /www.bcassessment.bc.ca
MLS: www.mls.ca
National Price Charts: http://www.royallepage.ca/CMSTemplates/AboutUs/Company/CompanyTemplate.aspx?id=1591
Industry Analysis: http://www.bizstats.com/
Realtor Source: http://www.jenniferhart.ca/stats.htm?history=Stats_01_2008.htm
Hotel Sources: http://www.hvs.com/personnel/profile.aspx?id=47&bp=-1
http://www.skyscrapercity.com/showthread.php?t=507776
http://www.hvs.com/personnel/profile.aspx?id=47&bp=-1
Questions?