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
Page 3 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates
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.
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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
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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.
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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:
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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.
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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
$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
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
Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value Index
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
Page 9 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates
Rating Summary: Exact & Near Matchesby UCLA Record Type
HHEN
Alumni, Attendee, Univ Ext, Student
# of Prospects% of Prospects
Faculty, Staff
# of Prospects% of Prospects
Friend
# of Prospects% of Prospects
Parent
# 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%
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
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school_code_1
Alumni, Attendee, Univ Ext, Student
# 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
Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value Index
Rating Summary: Exact & Near MatchesAlumni by School
school_code_1
Alumni, Attendee, Univ Ext, Student
# 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
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
Page 11 Confidential – Not for Duplication | Property of UCLA and Grenzebach Glier and Associates
Rating Summary: Exact & Near Matchesby PMATs Assignment, Average Gift Size
school_code_1
Alumni, Attendee, Univ Ext, Student
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
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
$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
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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)
Less than $2,500 (8)
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
Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value Index
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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)
Less than $2,500 (8)
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%
Assigned by Gift Officer sorted by Sum Adjusted Portfolio Value Index
Grenzebach Glier and Associates
Access to DonorScape Data
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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