DonorSearch Analytic Results Detail Window
The DonorSearch Analytic Results Detail Window displays all of the analysis results from DonorSearch on your patron.
Parts of the DonorSearch Analytic Results Detail Window
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Opens the Contact Card for the selected patrons in the list. |
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Requests a New DonorSearch Analysis for the selected patrons in the list. |
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Retrieves the DonorSearch Analytic Results for the selected patrons in the list. |
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Go directly to the DonorSearch Web Portal and view the DonorSearch Analytic Results for the selected patrons in the list. |
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Primary Tier displays the essential results to be used in reviewing the donor's analysis. This information is suggested be referenced when building mail lists for prospects for your donation campaigns. |
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Second Tier displays the important information about the donor. |
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Third Tier displays information of significance about the donor. |
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Batch Screening displays the group of fields used to house batch screen information created during the batch processing (Text File) submission. The values on this tab represent analysis results comparing to the other patrons submitted within the same batch processes. |
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Miscellaneous displays the counts and total amounts for various areas of interest found for this patron during the analysis. |
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Profile displays the additional information provided by Theatre Manager to DonorSearch during the batch processing (Text File) submission. |
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Submitted displays the statistical information of actual gifts made by this donor that was exported by Theatre Manager to DonorSearch during the batch processing (Text File) submission. The statistical information of actual gifts shown is based on the exact information contained within Theatre Manager at the time the export occurred. Any donation activity within Theatre Manager after the submission, may alter the current and up-to-date statistical information shown on the patron window statistics tab. |
Diataxis:
DonorSearch Results Primary Tier
Primary Tier displays the essential results to be used in reviewing the donor's analysis. This information is suggested be referenced when building mail lists for prospects for your donation campaigns.
Parts of the Primary Tier Tab
| DS Rating | A ranking of a prospect's ability and propensity to make $5,000+ donations. |
| Quality Score | Confidence level of name matching to donor records. Anything over 17 indicates a high degree of confidence. Note that in the comprehensive Profile, each piece of data is individually scored for confidence. |
| High Range | This indicates the largest gift found when the exact amount and/or a range of giving are reported. |
| Low Range | This indicates the lowest gift found when the exact amount and/or a range of giving are reported. |
| Capacity Range | The amount a donor can give as a "stretch" gift over a five-year period, based on his/her wealth. The individual philanthropy and wealth report on each prospect includes two capacity ranges: one based on wealth and one based on previous philanthropy. |
| Real Estate Count | Number of properties owned by the donor. |
| Real Estate Total | Estimated value of all real estate owned by the donor. |
| Submit Date | The date that the DonorSearch record was processed. |
| Profile Link | A link to the prospect's complete wealth and philanthropic profile on the DonorSearch web portal. |
Diataxis:
DonorSearch Results Second Tier
Second Tier displays the important information about the donor.
Parts of the Second Tier Tab
| Gift Matches Count | Number of unique positive matches to outside giving history found for the record. This quantity does not include "maybe" donations. |
| Gift Matches Total | The dollar amount of all positive matches to outside giving history found for the record. This total does not include "maybe" donations. |
| Foundation Board | Identifies whether the prospect is on the board of a foundation. M = maybe, Y = yes, and a Blank = no data match found. |
| GuideStar Board | Indicates whether the prospect is on the board of a grant-seeking foundation. |
| Political Total Count | Number of federal and state political gifts found (note that not all states report political giving). |
| Political Total | Total amount of political giving found; Maybe indicates gifts that may not be tied to that donor. This is a strong philanthropy indicator: 15K in 15 political gifts typically indicates a 5-7 figure charitable gift elsewhere. |
| Business Revenue | Dollar value of revenues at a Dun & Bradstreet firm at which the prospect is an executive-level employee. These revenues are reported by the company or estimated by Dun & Bradstreet, and thus may be distorted. |
| SEC Stock Value | Dollar value of any SEC reported stock options. |
| SEC Stock Insider | Identifies whether the prospect has stock options related to being a company insider or high-ranking employee who must report stock transactions to the SEC. Y = Yes, M = Maybe, Blank = no data match found. |
| Market Guide | Identifies whether the prospect has been matched to the Reuters Market Guide database on company insiders. M = Maybe, Y = Yes, and Blank = no data match found. |
Diataxis:
DonorSearch Results Third Tier
Third Tier displays information of significance about the donor.
Parts of the Third Tier Tab
| IRS 990PF | Identifies whether the prospect is associated with a namesake grant-giving foundation. M = maybe, Y = yes, and Blank = no data match found. |
| Real Estate Trust | Real Estate Trust owned by the donor. Y = yes, M = maybe, Blank = no information found. |
| Market Guide | Dollar value of any Market Guide reported company compensation for a given year. |
| Market Guide Options | Dollar value of any Market Guide reported stock options executed. |
| Business Affiliation | Identifies whether the prospect has been matched to a Dun & Bradstreet firm at an executive level position. Y = Yes, M = Maybe, Blank = no data match found. |
| Pension Administration | Identifies whether the prospect has been matched to the Larkspur SEP/Keogh Pensions database as having deferred income or a qualified pension plan. Y = Yes, M = Maybe, Blank = no data match found. |
| Pension Assets | Dollar value of Larkspur/Keogh pension plan or deferred income; not all assets may belong to the prospect. |
| CorpTech Match | Indicates if the prospect is profiled in the CorpTech database, a database of business executives in high technology manufacturing, development and service companies. Y = Yes, M = Maybe, Blank = No. |
| FAA Pilot License | Identifies if the prospect has a pilot's license and is in the FAA database. Y = Yes, M = Maybe, Blank = No. |
| Airplane Owner | Identifies if the prospect is an airplane owner. Note that corporate aircraft will not be listed, nor will fractional or timeshare ownership. Y = Yes, M = Maybe, Blank = No. |
| Boat Owner | Identifies if the prospect is a boat owner and is in the Coast Guard database. Y = Yes, M = Maybe, Blank = No. |
| Estimated Capacity | Estimated 5-year gift capacity for the prospect based on wealth and external philanthropy. |
Diataxis:
DonorSearch Results Batch Screening
Batch Screening displays the group of fields used to house batch screen information created during the batch processing (Text File) submission. The values on this tab represents an internal analysis of the relationship you have with each of your prospects within the same batch processes. It does not compare your donors to other organizations in creating the ratings shown.
Parts of the Batch Screening Tab
| Major Gift Likelihood | Prospect's likelihood to be an major gift donor based upon a combination of external giving and giving history to the client's organization (if available). 300 = most likely; 0 = least likely. |
| Annual Gift Likelihood | Prospect's likelihood to be an annual fund donor based upon a combination of external giving and giving history to the client's organization (if available). 300 = most likely; 0 = least likely. |
| RFM Total | An internal analysis of the relationship you have with each of your prospects, using a formula that includes how RECENTLY your prospect has given to you, how FREQUENTLY your prospect has given to you, and the total amount of MONEY given. Scale of 1-300. 300 is the highest rating and indicates the greatest likelihood of donating. This analysis is only available if an organization has supplied giving data on a particular donor; prospects who are non-donors will not have an RFM score. RFM is calculated using your donor data only; it does not compare your donors to other organizations. |
| RFM Recent | An internal analysis of the relationship you have with each of your prospects, using a formula that includes how RECENTLY your prospect has given to you. RFM is calculated using your donor data only; it does not compare your donors to other organizations. |
| RFM Frequency | DonorSearch analytics show that RFM Frequency is the best indicator of future philanthropy. A donor whos given a gift annually for 15 years is much more likely to donate again than someone whos given one large gift one time. |
| RFM Money | The donor whos given you the most amount of money, for example, will be scored 100 in the RFM Money category, regardless of how much he/she has given. The top 1% of all your donors, in terms of amount, will receive a score of 100, the next most generous donors will receive an RFM Money score of 99, etc. RFM is calculated using your donor data only; it does not compare your donors to other organizations. |
| Planned Gift Rating | Prospect's likelihood to be a planned gift donor based upon a combination of internal giving history and age. 0 = no info found; 1 = least likely; 7 = most likely. If there is no internal giving history, the rating will be based on external giving (to other nonprofits), and will not be as accurate. |
| Assessed | DonorSearch manually assesses the top 200 prospects in your database as quality assurance that all data is correct to an 85-90% level at no extra charge. Additional assessments may be purchased. |
| Questions | Questions DonorSearch had when manually processing the profile’s assessment. |
Diataxis:
DonorSearch Results Miscellaneous
Miscellaneous displays the counts and total amounts for various areas of interest found for this patron during the analysis.
Parts of the Miscellaneous Tab
| VIP | Used only for Daily Patient Screening; identifies most potentially philanthropic patients. | ||
| RW Sports | A list of professional athletes from many of the premier professional U.S. sports leagues. Information includes birthplace, age, team, position, and salary for athletes from MLB, NFL, NHL, NBA, the PGA Tour, the LPGA Tour, ATP, WTA and the Sprint Cup NASCAR Series. Compiled from various sources, it is one of the most diverse collections of data on athletes available. M = Maybe Match. Y = Match. | ||
| Marquis Who's Who | Identifies if the prospect is in the Marquis' Who's Who, which offers biographical and professional information to help you create a more complete profile on your prospect. Who's Who information is contained in the complete philanthropic and wealth profile of each donor. Y = Yes, M = Maybe, Blank = No. | ||
| Donor | Notes about the donor from DonorSearch. | ||
| Notes | Custom notes manually entered into DonorSearch about this profile. These notes are entered by the organization via the DonorSearch Web Portal. | ||
| M Total | The total dollars donated that are not positive matches to the individual.
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| # States Real Estate | Number of states where donor owns property. | ||
| Inner Circle | Helps you find connections between your current board of directors/executives/supporters and potential donors. This shows the number of inner circle matches the individual/prospect has. Inner Circle will compare your list to the thousands of board affiliations found in Who Knows Who, and highlight the matches in the section labeled Inner Circle in each prospective donor's detailed profile. | ||
| Avg. Home Value | Average property value for the zip code in which the prospect resides. | ||
| Household Income | Median household income for the zip code in which the prospect resides. | ||
| LexisNexis Property Count | Number of properties owned according to LexisNexis. | ||
| LexisNexis Property Total | Value of real estate according to LexisNexis. | ||
| Zillow Property Count | Number of properties owned according to Zillow. | ||
| Zillow Property Total | Value of real estate according to Zillow. | ||
| Higher Education Count | Number of gifts found to universities, colleges and two-year colleges. | ||
| Higher Education Total | Dollar amount of gifts found to universities, colleges and two-year colleges. | ||
| Private Schools Count | Number of gifts found to private schools, academies, and other educational institutions that aren't included in the Higher Education Count. | ||
| Private Schools Total | Dollar amount of gifts found to private schools, academies, and other educational institutions that aren't included in the Higher Education Count. | ||
| Philanthropic Count | Number of gifts found to philanthropic and grant-making organizations. | ||
| Philanthropic Total | Dollar amount of gifts found to philanthropic and grant-making organizations. | ||
| Healthcare Count | Number of gifts found to healthcare agencies. | ||
| Healthcare Total | Dollar amount of gifts found to healthcare agencies. | ||
| Arts Count | Number of gifts found to organizations whose main mission is related to the arts, culture or humanities. | ||
| Arts Total | Dollar amount of gifts found to organizations whose main mission is related to the arts, culture or humanities. | ||
| Republican Count | Number of gifts found to Republican candidates for federal and state offices. Due to reporting requirements, contributions to PACs and other political organizations are not included. Note that not all states report political contributions. | ||
| Republican Total | Dollar amount of gifts found to Republican candidates for federal and state offices. Due to reporting requirements, contributions to PACs and other political organizations are not included. Note that not all states report political contributions. | ||
| Democratic Count | Number of gifts found to Democratic candidates for federal and state offices. Due to reporting requirements, contributions to PACs and other political organizations are not included. Note that not all states report political contributions. | ||
| Democratic Total | Dollar amount of gifts found to Democratic candidates for federal and state offices. Due to reporting requirements, contributions to PACs and other political organizations are not included. Note that not all states report political contributions. | ||
| Political Likely Count | Total count of political giving found that are most likely by this prospect. | ||
| Political Likely Total | Total amount of political giving found that are most likely by this prospect. | ||
| Other Political Count | Number of gifts found to candidates for federal and state offices who are not Republicans or Democrats. Due to reporting requirements, contributions to PACs and other political organizations are not included. Note that not all states report political contributions. | ||
| Other Political Total | Dollar amount of gifts found to candidates for federal and state offices who are not Republicans or Democrats. Due to reporting requirements, contributions to PACs and other political organizations are not included. Note that not all states report political contributions. | ||
| Society Count | Number of gifts found to organizations whose main mission is related to a society benefit; these are organizations whose mission doesn't fit other philanthropic categories. | ||
| Society Total | Dollar amount of gifts found to organizations whose main mission is related to a society benefit; these are organizations whose mission doesn't fit other philanthropic categories. | ||
| Religion Count | Number of gifts found to religious organizations. | ||
| Religion Total | Dollar amount of gifts found to religious organizations. |
Diataxis:
DonorSearch Results Profile
Profile displays the additional information provided by Theatre Manager to DonorSearch during the batch processing (Text File) submission.
Parts of the Profile Tab
| Field 1 | User Field #1 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. This field represents the SEARCH ID used to link this patron account to the information in the DonorSearch Web Portal. |
| Field 2 | User Field #2 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 3 | User Field #3 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 4 | User Field #4 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 5 | User Field #5 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 6 | User Field #6 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 7 | User Field #7 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 8 | User Field #8 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 9 | User Field #9 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 10 | User Field #10 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 11 | User Field #11 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 12 | User Field #12 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 13 | User Field #13 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 14 | User Field #14 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 15 | User Field #15 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 16 | User Field #16 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 17 | User Field #17 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 18 | User Field #18 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 19 | User Field #19 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
| Field 20 | User Field #20 supplied by Theatre Manager; they are included for your convenience when submitting your file(s) for screening. Values in User Fields are not used in the analytic process. |
Diataxis:
DonorSearch Results Submitted
Submitted displays the statistical information of actual gifts made by this donor that was exported by Theatre Manager to DonorSearch during the batch processing (Text File) submission. The statistical information of actual gifts shown is based on the exact information contained within Theatre Manager at the time the export occurred. Any donation activity within Theatre Manager after the submission, may alter the current and up-to-date statistical information shown on the patron window statistics tab.
Parts of the Submitted Tab
| Total Gifts Count | Total Gift Count supplied by Theatre Manager; used to calculate RFM. |
| Total Gifts | Total Gift Amount supplied by Theatre Manager; used to calculate RFM. |
| First Gift Date | First Gift Date supplied by Theatre Manager; used to calculate RFM. |
| First Gift Amount | First Gift Date supplied by Theatre Manager; used to calculate RFM. |
| Last Gift Date | Last Gift Date supplied by Theatre Manager; used to calculate RFM. |
| Last Gift Amount | Last Gift Amount supplied by Theatre Manager; used to calculate RFM. |
| Largest Gift Date | Largest Gift Amount supplied by Theatre Manager; used to calculate RFM. |
| Largest Gift Amount | Largest Gift Date supplied by Theatre Manager; used to calculate RFM. |
Diataxis: