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6 traits of high-value donors

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Six Traits of High-Value Donors

www.DonorSearch.netwww.VirtuousCRM.com

Director of Training & Customer SuccessVirtuous Software

Scott Richards

Virtuous is the nonprofit CRM helping charities create personal relationships, reduce costs and

maximize impact.

www.DonorSearch.netwww.VirtuousCRM.com

Sr. Director of Enterprise SalesDonorSearch

Stuart Entwistle

DonorSearch is a leading provider of prospect research to nonprofits including healthcare,

fraternities, sororities and religious organizations.

www.DonorSearch.netwww.VirtuousCRM.com

400Organizations

2 MillionIndividuals

$5 Billionin Giving

Six Markers of Philanthropy

www.DonorSearch.netwww.VirtuousCRM.com

1Giving to Your Organization

Six Markers of Philanthropy

www.DonorSearch.netwww.VirtuousCRM.com

2Giving to Other OrganizationsSix Markers of Philanthropy

www.DonorSearch.netwww.VirtuousCRM.com

3Foundation Trustee/Board Member

Six Markers of Philanthropy

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4Political GivingSix Markers of Philanthropy

www.DonorSearch.netwww.VirtuousCRM.com

5Value of Real EstateSix Markers of Philanthropy

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6Business AffiliationsSix Markers of Philanthropy

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Total GivingMONETARY

65%

FREQUENCYNumber of Gifts

43%

Last GiftRECENCY

82%

R+F+M = RFM or 82+43+65=190

Common measure of loyalty

Easy to calculate

Can be weighted to suit your organization

Previous Giving to Your Organization

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Predictive Strength

1.00x

32.67x

25.02x

11.79x

10.73x

4.98x4.98x

% of Giving

100%

24.1%

13.5%

6.5%

7.0%

5.4%5.4%

56.5%

% of Donors

100%

0.7%

0.5%

0.6%

0.7%

11.1%

3.6%

Largest Gift

Benchmark

$100,000+

$50,000 - $100,000

$25,000 - $50,000

$10,000 - $25,000

$5$5,000 - $10,000

Total

Previous Giving to Other Organization

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Information is easy to find

Understand the importance of philanthropy

Foundation Trustee/Board Member

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Strength

14.48x

6.43x

5.17x

Giving

54.6%

70.7%

74.3%

Donors

3.8%

11.0%

14.4%

All Giving> $2,500

All Giving> $1,000

All Giving> $500

Single gift of $250 puts your donor in the top 6% of the US population

Single gift of $1,000 puts your donor in the top 1/10th of 1%

VVirtually every FEC donor with lifetime political giving of $15,000 has made a 4-, 5-, 6- or 7-figure charitable gift somewhere

Political Giving

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Predictive Strength

17.55x

4.17x

2.25x

1.25x

0.67x

00.44x

0.42x

% of Giving

25.0%

13.2%

5.7%

6.8%

8.6%

4.8%4.8%

3.5%

% of Donors

1.4%

3.2%

2.5%

5.4%

12.8%

110.9%

8.4%

Real Estate Value

$2+ million 

$1-2 million

$750k-$1 million

$500k-$750k

$250k-$500k

$125$125k-$250k

<$125k

Value of Real Estate

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Predictive Strength

7.76x

6.56x

9.04x

3.53x

3.32x

% of Giving

15.5%

19.5%

5.1%

2.5%

21.5%

% of Donors

2.0%

3.0%

0.6%

0.7%

6.5%

Category

SEC Insider

Market Guide Listing

D&B $5+ million

D&B $1-5 million

D&B Any Size

Business Affiliations

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6Giving to Your OrganizationGiving to Other Organizations

Foundation Trustee/Board Member

Political Giving

Value of Real Estate

Business Affiliations

Six Markers of Philanthropy

www.DonorSearch.netwww.VirtuousCRM.com

Get 15 days of wealth screening plus 250 donor record screened in bulk from DonorSearch for FREE.

www.DonorSearch.netwww.VirtuousCRM.com

Questions?

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Get 15 days of wealth screening plus 250 donor record screened in bulk from DonorSearch for FREE.