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Title:

Overview

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Overview Donor Research with Limited Resources – PowerPoint PPT presentation

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Date added: 3 September 2019
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Title: Overview


1
Overview
Donor Research with Limited Resources
2
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 individuals
    giving capacity
  • Beyond technology - the critical role that
    development staff can play in gathering research
    information

3
Resources Foundations
  • Imagine Canada
  • Foundation Search Canada
  • CRA
  • Guidestar

4
Resources Corporations
  • SEDI
  • SEDAR
  • Profile Canada
  • Reference Canada
  • Scotts Directory
  • Industry Canada
  • Statistics Canada

5
Resources Individuals
  • Zoominfo
  • Pipl
  • Canadian Whos Who
  • Directory of Directors
  • Statistics Canada
  • Salary Survey Healthcare
  • Salary Survey Faculty

6
Resources Property
  • BC Online
  • BC Assessment
  • MLS
  • National Price Charts

7
Resources Media
  • Copernic Agent
  • Highbeam Research
  • CBCA
  • Alumni Resources?
  • International Media Sources

8
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

9
Capacity Worksheet
10
Realtor Example
  • According to Mr. Xs website, he sells
    approximately 155 houses annually. Mr. Xs 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)
  • Source

11
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

12
The Invaluable
  • Information that Research can not find
  • Personal information relating to personal
    interests and personal wealth
  • Privacy Issues

13
Profiles
  • Standard Research Information
  • With Additions from Development Officers

14
APRA Canada
  • Tools
  • Resources
  • Presentations
  • Supporting Advancement
  • Google

15
References
  • Foundations
  • Imagine Canada http//ic.imaginecanada.ca/login.a
    sp
  • Foundation Search http//www.foundationsearch.ca
  • CRA http//www.cra-arc.gc.ca/ebci/haip/srch/sec/S
    rchLogin-e?searchTypeRegistered
  • Guidestar http//www.guidestar.org/pqCriteriaEntr
    y.do
  •  
  • Corporations Individuals
  • FPInfomart http//www.fpinfomart.ca/
  • Profile Canada http//www.profilecanada.com/datab
    ase.html
  • (VPL) Reference Canada http//www.vpl.ca/extDB/db
    Listing?ReferenceCanada
  • (VPL) CBCA http//www.vpl.ca/electronic_databases
    /
  • Scotts Directory http//www.scottsdirectories.co
    m/default.asp
  • Industry Canada http//www.ic.gc.ca/epic/site/ccc
    -rec.nsf/en/Home
  • Statistics Canada http//www.statcan.ca/start.htm
    l
  • Highbeam http//www.highbeam.com/reg/login.asp
  • Zoominfo http//www.zoominfo.com
  • Pipl http//pipl.com/
  •  
  • Property

16
Questions?
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