Not all Major Donors are on the Sunday Times Rich List

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Not all Major Donors are on the Sunday Times Rich
List
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Fundraising Research ManagerThe Stroke
Association
Mathew Iredale
Miredale_at_stroke.org.uk
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This year there were 500 people or families in
the rich list worth over 100 million. I
reckonthat there are at least another 500 worth
100 million who are missing.
Philip Beresford, April 2005
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By extrapolation
There may be some 2000 people or families not in
the rich list who are worth over 25 million.
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Genuine Affinity

• Donors
• Beneficiaries

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Donor Database
Most development officers dont realize the
value of the information in their databases.
Peter Wylie, Fundraising Consultant
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Donor Database

• Data Screening Companies

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Data Screening Companies

• Brakeley
• Chapel York
• Charity Consultants
• Factary
• FR C Ltd
• Heist
• Milestone Research
• Prospecting for Gold
• NFP Resourcing

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Donor Database

• Data Screening Companies

• Past Major Donors
• High Value Donors
• Titled Donors
• Job Titles
• Private Banking

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Private Banking

• Adam Co.
• 70,000 income or 250,000 in investable assets.
• Coutts Co.
• 500,000 in investable assets (or 1m in fixed
  assets)
• HSBC Private Bank
• 1m in investable assets.

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Donor Database

• Data Screening Companies
• Past Major Donors
• High Value Donors
• Titled Donors
• Job Titles
• Private Banking

• Tax Exiles

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Tax Havens
Andorra, Anguilla, Antigua and Barbuda, Austria,
Bahamas, Barbados, Belize, Bermuda, British
Virgin Islands, Campione d'Italia, Canada, Cayman
Islands, Cook Islands, Cyprus, Delaware,
Dominica, Gibraltar, Grenada, Guernsey, Hong
Kong, Ireland, Isle of Man, Jersey, Liberia,
Liechtenstein, Luxembourg, Madeira, Malaysia,
Malta, Marshall Islands, Mauritius, Monaco,
Montserrat, Nauru, Nevis, Netherlands,
Netherlands Antilles, Niue, Panama, Puerto Rico,
St. Kitts and Nevis, St. Lucia, St. Vincent and
The Grenadines, Samoa, Sark, Seychelles,
Singapore, Switzerland, Turks Caicos, United
Kingdom, U.S. Virgin Islands, Vanuatu, Western
Samoa.
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Montserrat
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Donor Database

• Data Screening Companies
• Past Major Donors
• High Value Donors
• Titled Donors
• Job Titles
• Private Banking
• Tax Exiles

• Property

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Eurodirects Millionaire Neighbourhood Report
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CACIs Wealth of the Nation 2005
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OurProperty.co.uk
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OurProperty.co.uk
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Donor Database

• Data Screening Companies
• Past Major Donors
• High Value Donors
• Titled Donors
• Job Titles
• Private Banking
• Tax Exiles
• Property

• Data Mining Predictive Modelling

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What is Data Mining?

• The science of extracting useful information
  from large data sets or databases.
• David Hand, Heikki Mannila Padhraic Smyth,
  Principles of Data Mining

• Non-trivial extraction of implicit, previously
  unknown and potentially useful information from
  data
• Vipin Kumar, Michael Steinbach, Pang-Ning Tan,
  Introduction to Data Mining

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Whats in a name?

• William versus Bill
• Robert versus Bob
• Richard versus Dick
• Edward versus Ed
• Kenneth versus Ken
• Michael versus Mike
• Ronald versus Ron
• Thomas versus Tom
• Donald versus Don
• John versus Jack
• James versus Jim
• Raymond versus Ray

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More than you may think
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Markers

• Name
• Age
• Home phone number
• Business phone number
• Marital status
• Email
• Spouse/family details

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Marks out of 7
Field Score 1 Score 0 First name Formal inform
al Age gt50 lt50 Home phone Listed Not
listed Business phone Listed Not listed Marital
status Married Single or not listed Email Listed
Not listed Spouse/family Listed Not listed
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Major Donor Specific
Largest donation gt100, score 1 lt100, score
0 Postcode NW3, EH4, EH10, etc. Score 5 AL5,
SW6, KT22, etc Score 4 G77, B91, KT10,
etc Score 3 and so on
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Genuine Affinity

• Donors
• Beneficiaries

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Beneficiaries

• What services does your organisation offer?
• How are your services offered?
• Where are your services offered?
• Who your services are offered to - beneficiaries.

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TSA Beneficiaries

• Individual stroke sufferers
• Their family and friends
• Individuals at risk of stroke (and their
  families)
• Doctors, nurses, paramedics specialists
• Research Institutions (universities hospitals)
• The government
• Readers of Stroke News
• Readers of The Stroke Association website

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Time for a break
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Genuine Affinity

• Realise the value of your database
• Good research takes time
• Know all your beneficiaries

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The End!