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Not all Major Donors are on the Sunday Times Rich List

Not all Major Donors are on the Sunday Times Rich List. Fundraising Research Manager The Stroke Association. Mathew Iredale. Miredale@stroke.org.uk.

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Not all Major Donors are on the Sunday Times Rich List

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  1. Not all Major Donors are on the Sunday Times Rich List

  2. Fundraising Research ManagerThe Stroke Association Mathew Iredale Miredale@stroke.org.uk

  3. “This year there were 500 people or families in the rich list worth over £100 million. I reckon…that there are at least another 500 worth £100 million who are missing.” Philip Beresford, April 2005

  4. By extrapolation: There may be some 2000 people or families not in the rich list who are worth over £25 million.

  5. Genuine Affinity • Donors • Beneficiaries

  6. Donor Database “Most development officers don’t realize the value of the information in their databases.” Peter Wylie, Fundraising Consultant

  7. Donor Database • Data Screening Companies

  8. Data Screening Companies • Brakeley • Chapel & York • Charity Consultants • Factary • FR & C Ltd • Heist • Milestone Research • Prospecting for Gold • NFP Resourcing

  9. Donor Database • Data Screening Companies • Past Major Donors • High Value Donors • Titled Donors • Job Titles • Private Banking

  10. Private Banking • Adam & Co. • £70,000 income or £250,000 in investable assets. • Coutts & Co. • £500,000 in investable assets (or £1m in fixed assets) • HSBC Private Bank • £1m in investable assets.

  11. Donor Database • Data Screening Companies • Past Major Donors • High Value Donors • Titled Donors • Job Titles • Private Banking • Tax Exiles

  12. Tax Havens Andorra, Anguilla, Antigua and Barbuda, Austria, Bahamas, Barbados, Belize, Bermuda, British Virgin Islands, Campione d'Italia, Canada, Cayman Islands, Cook Islands, Cyprus, Delaware, Dominica, Gibraltar, Grenada, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Liberia, Liechtenstein, Luxembourg, Madeira, Malaysia, Malta, Marshall Islands, Mauritius, Monaco, Montserrat, Nauru, Nevis, Netherlands, Netherlands Antilles, Niue, Panama, Puerto Rico, St. Kitts and Nevis, St. Lucia, St. Vincent and The Grenadines, Samoa, Sark, Seychelles, Singapore, Switzerland, Turks & Caicos, United Kingdom, U.S. Virgin Islands, Vanuatu, Western Samoa.

  13. Montserrat

  14. Donor Database • Data Screening Companies • Past Major Donors • High Value Donors • Titled Donors • Job Titles • Private Banking • Tax Exiles • Property

  15. Eurodirect’s Millionaire Neighbourhood Report

  16. CACI’s Wealth of the Nation 2005

  17. OurProperty.co.uk

  18. OurProperty.co.uk

  19. Donor Database • Data Screening Companies • Past Major Donors • High Value Donors • Titled Donors • Job Titles • Private Banking • Tax Exiles • Property • Data Mining & Predictive Modelling

  20. What is Data Mining? • “The science of extracting useful information from large data sets or databases.” • David Hand, Heikki Mannila & Padhraic Smyth, Principles of Data Mining • “Non-trivial extraction of implicit, previously unknown and potentially useful information from data” • Vipin Kumar, Michael Steinbach, Pang-Ning Tan, Introduction to Data Mining

  21. What’s in a name? • William versus Bill • Robert versus Bob • Richard versus Dick • Edward versus Ed • Kenneth versus Ken • Michael versus Mike • Ronald versus Ron • Thomas versus Tom • Donald versus Don • John versus Jack • James versus Jim • Raymond versus Ray

  22. More than you may think…

  23. Markers • Name • Age • Home phone number • Business phone number • Marital status • Email • Spouse/family details

  24. Marks out of 7… Field Score 1 Score 0 First name Formal informal Age >50 <50 Home phone Listed Not listed Business phone Listed Not listed Marital status Married Single or not listed Email Listed Not listed Spouse/family Listed Not listed

  25. Major Donor Specific Largest donation >£100, score 1 <£100, score 0 Postcode NW3, EH4, EH10, etc. Score 5 AL5, SW6, KT22, etc Score 4 G77, B91, KT10, etc Score 3 and so on

  26. Genuine Affinity • Donors • Beneficiaries

  27. Beneficiaries • What services does your organisation offer? • How are your services offered? • Where are your services offered? • Who your services are offered to - beneficiaries.

  28. TSA Beneficiaries • Individual stroke sufferers • Their family and friends • Individuals at risk of stroke (and their families) • Doctors, nurses, paramedics & specialists • Research Institutions (universities & hospitals) • The government • Readers of Stroke News • Readers of The Stroke Association website

  29. Time for a break…

  30. Genuine Affinity • Realise the value of your database • Good research takes time • Know all your beneficiaries

  31. The End!

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