6 traits of high-value donors

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  • www.DonorSearch.netwww.VirtuousCRM.com

    &

    presented by

    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

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    1Giving to Your OrganizationSix Markers of Philanthropy

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    2Giving to Other OrganizationsSix Markers of Philanthropy

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    3Foundation Trustee/Board MemberSix Markers of Philanthropy

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    4Political GivingSix Markers of Philanthropy

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    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

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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 OrganizationsFoundation Trustee/Board MemberPolitical GivingValue of Real EstateBusiness AffiliationsSix Markers of Philanthropy

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

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    Questions?

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