May 27, 2010 DonorScape Wealth Screening Summary Results Brian Chapman Senior Vice President, Philanthropic Analytics

May 27, 2010

DonorScape Wealth ScreeningSummary Results

Brian ChapmanSenior Vice President, Philanthropic Analytics

Page 2 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates

Wealth Screening at UCLA

• UCLA has been conducting wealth screening for many years.

• Wealth screening projects have been done on a school by school basis.

• Wealth ratings have been reviewed and modified by Research staff to include additional information not available through electronic screening.

• Many of the ratings in use are no longer up to date

– Broad changes based on economic circumstances

– Individual changes in assets and asset values


DonorScape Methodology

• UCLA submitted 973,696 records in 800,944 households to GG+A.

• Each individual record was matched against 12 national databases to acquire biographical, hard asset, and political and charitable contribution data.

• Using the information from the economic data sources, a gift capacity estimate was developed for each record.


DonorScape Wealth Screening: New Data Acquired

• Dun & Bradstreet Business &

Executive Information®

• Federal Election Campaign

• GuideStar® Non-profit

Boards of Directors, Public

and Private

• Larkspur SEP/Keogh

Pensions™

• CorpTech® Business Profiles

• LexisNexis ® Real Estate

Ownership

• Marquis Who’s Who ®

Biographies

• Reuters Market Guide ®

Executive Profiles

• EDGAR Online SEC Insiders ™

Insider Stock

• Waltman Donor Series™

• Waltman Directors Report™

Wealth and Affiliation Data


DonorScape Gift Capacity Ratings

• GG+A's Gift Capacity Estimate is designed to avoid over-estimating an individual’s potential.

• All records received a Gift Capacity Rating (1-9) and a corresponding dollar value estimate, defined as an individual's capacity for a gift over five years.

• Ratings assigned based on the match quality of the underlying asset data at four levels:

– Exact

– Near

– Possible

– Simple• Match Quality refers to GG+A's level of confidence that a specific piece of

data belongs to the record to which it has matched. A "Simple" match suggests additional qualification is needed, whereas an "Exact" match can be used immediately with confidence.


DonorScape Gift Capacity Ratings

Gift Capacity Distribution by Match Quality Rating

Of the 800,944 households screened, 13,511 show identified capacity of $100,000+ at the Exact Only level. 59,592 were identified at all match levels. Further qualification of prospects rated above $100,000 should occur to confirm these matches.

GG+A Gift Capacity Estimate

Identified ConstituentsAll Matches

Identified ConstituentsExact, Near & Possible

Identified ConstituentsExact & Near

Identified ConstituentsExact Only

$10,000,000 (1) 491 269 143 108$1,000,000 (2) 3,946 2,044 796 598

$250,000 (3) 17,277 8,038 3,684 2,546$100,000 (4) 37,878 22,340 14,544 10,259$25,000 (5) 154,899 134,764 122,334 91,277$10,000 (6) 159,651 159,088 149,088 108,938$2,500 (7) 159,818 156,932 138,924 73,320

<$2,500 (8) 34,897 33,281 21,583 7,743Unable to Rate (9) 232,087 284,188 349,848 506,155

800,944Total Number of Households:


Rating Summary: Exact & Near Matches

HHEN # of Prospects% of Prospects

$10 Million or more (1)

$1,000,000 to $9,999,999 (2)

$250,000 to $999,999 (3)

$100,000 to $249,999 (4)

$25,000 to $99,999 (5)

$10,000 to $24,999 (6)

$2,500 to $9,999 (7)

Less than $2,500 (8)

Unable to Rate (9)

Grand Total 100.00%

43.68%

2.69%

17.35%

18.61%

15.27%

1.82%

0.46%

0.10%

0.02%

800,944

349,848

21,583

138,924

149,088

122,334

14,544

3,684

796

143

Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value Index

Of the 800,944 households screened, 19,167 show identified capacity of $100,000+ at the Exact and Near level, a bit less than 3% of the living constituency at UCLA.


Rating Summary: Exact & Near Matches

Of the 800,944 households screened, 19,167 show identified capacity of $100,000+ at the Exact and Near level, less than 3% of the living constituency at UCLA.

HHEN # of Prospects% of Prospects


$1,000,000 to $9,999,999 (2)

$250,000 to $999,999 (3)

$100,000 to $249,999 (4)

$25,000 to $99,999 (5)

$10,000 to $24,999 (6)

$2,500 to $9,999 (7)


Unable to Rate (9)

Grand Total 100.00%

43.68%

2.69%

17.35%

18.61%

15.27%

1.82%

0.46%

0.10%

0.02%

800,944

349,848

21,583

138,924

149,088

122,334

14,544

3,684

796

143


HHEN # of ProspectsAvg Lifetime GivingAvg Largest Gift

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

424,458

209,361

14,286

79,012

70,275

46,691

3,925

716

141

51


HHEN # of ProspectsAvg Lifetime GivingAvg Largest Gift

$3,549

$2,525

$69

$113

$222

$768

$5,684

$39,495

$515,568

$4,167,678

$6,385

$3,483

$110

$244

$601

$2,276

$14,379

$86,883

$934,560

$7,143,116

376,486

140,487

7,297

59,912

78,813

75,643

10,619

2,968

655

92

Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value IndexAll Prospects Donors Non-donors


Rating Summary: Exact & Near Matchesby UCLA Record Type

HHEN

Alumni, Attendee, Univ Ext, Student

# of Prospects% of Prospects

Faculty, Staff


Friend


Parent



$1,000,000 to $9,999,999 (2)

$250,000 to $999,999 (3)

$100,000 to $249,999 (4)

$25,000 to $99,999 (5)

$10,000 to $24,999 (6)

$2,500 to $9,999 (7)


Unable to Rate (9)

Grand Total 100.00%

40.14%

3.48%

19.23%

18.41%

16.48%

1.80%

0.38%

0.07%

0.01%

432,460

173,601

15,036

83,145

79,626

71,290

7,766

1,648

295

53

100.00%

61.39%

0.29%

3.77%

11.12%

20.22%

2.42%

0.70%

0.09%

4,460

2,738

13

168

496

902

108

31

4

100.00%

53.17%

1.89%

14.01%

15.74%

12.46%

1.91%

0.62%

0.16%

0.03%

274,177

145,790

5,195

38,411

43,159

34,166

5,236

1,707

434

79

100.00%

30.85%

1.49%

19.14%

28.72%

17.78%

1.59%

0.33%

0.07%

0.01%

89,844

27,719

1,339

17,200

25,807

15,975

1,433

298

62

11

Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value IndexProspects Rated $100,000+ (EN) by Record Type


school_code_1


# of Prospects% of ProspectsAnderson School

Arts & Architecture

GSEIS

Geffen School of Medicine

N/A

School of Dentistry

School of Engineering

School of Law

School of Nursing

School of Public Affairs

School of Public Health

Theatre, Film & Television

UCLA College

Grand Total

43.72%

1.81%

2.30%

0.74%

0.74%

8.20%

5.72%

2.13%

7.96%

4.34%

2.69%

2.89%

16.76%

100.00%

4,268

177

225

72

72

800

558

208

777

424

263

282

1,636

9,762


Rating Summary: Exact & Near MatchesAlumni by School

school_code_1


# of Prospects% of ProspectsAnderson School

Arts & Architecture

GSEIS


N/A

School of Dentistry


School of Law

School of Nursing




UCLA College

Grand Total

48.83%

1.87%

2.59%

1.12%

1.52%

5.43%

7.90%

1.60%

7.57%

3.73%

3.18%

3.37%

11.28%

100.00%

39,581

1,516

2,103

911

1,230

4,402

6,407

1,294

6,134

3,023

2,576

2,732

9,143

81,052

Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value IndexAlumni Prospects Rated $25,000+ (EN)

by School Code 1

Alumni Prospects Rated $100,000+ (EN)

by School Code 1


Rating Summary: Exact & Near Matchesby PMATs Assignment, Average Gift Size

school_code_1


Assigned

# of Prospects% of Prospects Avg Lifetime Giving

Unassigned

# of Prospects% of Prospects Avg Lifetime Giving

Grand Total

# of Prospects% of Prospects Avg Lifetime GivingAnderson School

Arts & Architecture

GSEIS


N/A

School of Dentistry


School of Law

School of Nursing




UCLA College

Grand Total

$306,546

$202,528

$186,338

$135,189

$469,007

$443,223

$1,082,979

$70,428

$487,685

$153,634

$769,115

$265,480

$354,151

$400,818

14.10%

13.56%

11.11%

16.67%

8.33%

29.25%

17.56%

7.69%

11.07%

6.13%

19.77%

10.28%

23.72%

16.37%

602

24

25

12

6

234

98

16

86

26

52

29

388

1,598

$5,628

$9,543

$2,379

$1,934

$4,584

$8,003

$2,825

$5,501

$7,199

$5,660

$9,387

$4,500

$7,062

$6,006

85.90%

86.44%

88.89%

83.33%

91.67%

70.75%

82.44%

92.31%

88.93%

93.87%

80.23%

89.72%

76.28%

83.63%

3,666

153

200

60

66

566

460

192

691

398

211

253

1,248

8,164

$48,072

$35,711

$22,819

$24,143

$43,286

$135,304

$192,529

$10,495

$60,380

$14,734

$159,599

$31,339

$89,379

$70,635

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

4,268

177

225

72

72

800

558

208

777

424

263

282

1,636

9,762

Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value IndexAlumni Prospects Rated $100,000+ (EN) by School and PMATs Assignment


Rating Summary: Exact & Near Matchesby UCLA PMATs Rating

HHEN $10 Million or more $1,000,000 $250,000 $100,000 $25,000No UCLA Rating Grand Total$10 Million or more (1)

$1,000,000 to $9,999,999 (2)

$250,000 to $999,999 (3)

$100,000 to $249,999 (4)

$25,000 to $99,999 (5)

$10,000 to $24,999 (6)

$2,500 to $9,999 (7)


Unable to Rate (9)

Grand Total 800,944

349,848

21,583

138,924

149,088

122,334

14,544

3,684

796

143

795,766

349,067

21,572

138,815

148,850

121,020

13,265

2,705

384

88

2,631

384

6

56

145

926

734

316

58

6

1,154

196

2

21

42

228

351

256

56

2

660

105

1

17

21

92

120

233

67

4

659

88

2

13

29

67

70

165

210

15

74

8

2

1

1

4

9

21

28



Rating Summary: Exact & Near Matchesby UCLA PMATs Rating

HHEN $10 Million or more $1,000,000 $250,000 $100,000 $25,000No UCLA Rating Grand Total$10 Million or more (1)

$1,000,000 to $9,999,999 (2)

$250,000 to $999,999 (3)

$100,000 to $249,999 (4)

$25,000 to $99,999 (5)

$10,000 to $24,999 (6)

$2,500 to $9,999 (7)


Unable to Rate (9)

Grand Total 100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

100.00%

99.35%

99.78%

99.95%

99.92%

99.84%

98.93%

91.21%

73.43%

48.24%

61.54%

0.33%

0.11%

0.03%

0.04%

0.10%

0.76%

5.05%

8.58%

7.29%

4.20%

0.14%

0.06%

0.01%

0.02%

0.03%

0.19%

2.41%

6.95%

7.04%

1.40%

0.08%

0.03%

0.00%

0.01%

0.01%

0.08%

0.83%

6.32%

8.42%

2.80%

0.08%

0.03%

0.01%

0.01%

0.02%

0.05%

0.48%

4.48%

26.38%

10.49%

0.01%

0.00%

0.00%

0.00%

0.00%

0.03%

0.24%

2.64%

19.58%


Grenzebach Glier and Associates

Access to DonorScape Data


Next Steps

• Exact match data has been loaded into Advance

• Research is working with Near Match data and will update ratings in Advance as they are validated

• In June, schools will meet to review top-rated prospect information

• Shortly, development staff will be able to look for new prospects through the Discovery Prospect Look-Up in the Discovery Prospect Pool, using DonorScape rating as one factor

Documents

May 27, 2010 DonorScape Wealth Screening Summary Results Brian Chapman Senior Vice President, Philanthropic Analytics