ResearchPoint Online User Clinics

Blackbaud Online User Clinic

ResearchPoint Online User Clinics: Screening Prospects and Donors for Wealth

December 9, 2010

Page #2 © 2010 Blackbaud

Host: Kelly Dewald, Implementation Consultant


Q&A and Technical Assistance

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answer if necessary.

For technical assistance connecting:

Intercall: 800.374.1852

Live Meeting: 866.493.2825

Note: These numbers are for technical

assistance. They are not the call-in numbers to

listen to the event.


Agenda

� Welcome and Introductions

� Blackbaud News and Updates

� Screening Prospects and Donors for Wealth Presentation

� Upcoming Web Events

� How Blackbaud Can Help

� Q&A



August 2010 – version 2.7 released• Extended Networks (Relationships): We’ve expanded the results of

WealthPoint searches to include D&B and GuideStar extended relationships, such as other executives and board members.

Blackbaud News and UpdatesRelease Information


• GuideStar has been updated to include new summary wealth fields and unique views for Revenue, Assets, and contact information.

• Prospect Quick Search has a new match code (PQS) to help you identify records added by the Prospect Quick Search process


ResearchPoint Online User Clinics: Screening Prospects and Donors for Wealth

December 9, 2010


Host: Kelly Dewald, Implementation Consultant


Screening Prospects and Donors for Wealth

I. What is ResearchPoint?

II. What is WealthPoint?

1) Wealth Data Sources

2) Limitations of wealth screening


2) Limitations of wealth screening

III. Before you search

IV. Performing a WealthPoint search

1) Reviewing wealth results

2) Confidence Levels

V. Troubleshooting WealthPoint


ResearchPoint is…

� a web-enabled prospect research tool

� the storage unit for prospect management and wealth analysis

� helpful in identifying new contacts for cultivation


WealthPoint is…

� a collection of public sources used for wealth and philanthropic identification

� a subscription included with ResearchPoint

� used to determine the wealth potential of your database


Goals of WealthPoint

� Easy access to public information sources

� Information from the public domain

� Provides a head start for prospect research by accessing several sources at once


sources at once

� Point attention to prospects with wealth, influence, and philanthropic, political, corporate and foundation affiliations

� Identify potential gifts of assets other than cash

Blackbaud Online User ClinicH

ard

Asset D

ata

Wealth

Indic

ato

rs

Employer and Career Information, Compensation, Private Company Stock Ownership, Management Biographies

Public Stock Holdings/Transactions by Corporate Officers, Directors, Major Shareholders; Transaction Histories, Last-traded Stock Prices

Primary and Secondary Holdings of Real Estate, Estimated Property Values, and Properties in Trusts

Detailed Self-reported Biographical Information

MarketGuide Profiles: Biographical and Financial Data on Corporate Officers and Directors


Phila

nth

ropic

Inte

rests

Wealth

Indic

ato

rs

World’s largest searchable database of charitable donations available; contains 50MM+ donations

Detailed Self-reported Biographical Information Including Education, Interests, Children, etc.

Presence of Luxury Items Like Planes, Yachts, and Other Indicators of Wealth

Nonprofit Officers and Board Members Identification, Private/Family Foundations

Up-to-date Charitable Giving Data Exclusive to Target Analytics That Includes Gift Type, Size, Date, and Recipient

In Depth Information on More Than 2 Million Federal Elections Contributions Including Amount and Recipient

FEC and 527 Groups


Why can’t we find everything?

� There are limits to all prospect research

� Most wealth is not visible to researchers

• But if you can find some wealth, that is a good indicator that more assets are likely available

� Donors are good at hiding their assets


� What we do find may be incomplete

• Depends on whether or not the data is self-reported, required but the government, or the requirements and formats change from one county to the next

� Additional research required to confirm and flesh out data


Before you search…

� The prospect needs to be added to ResearchPoint

� Make sure the full name and address have been entered correctly

� Add spouse and employer when you have it


� Add spouse and employer when you have it

**(Don’t have a full name or address? Use Prospect Quick Search)


Performing a WealthPoint search



Reviewing Wealth Results

� Assets and other indicators are separated by “Identified” and “Confirmed”

� Click any hyperlinked text to view results in detail

� Last WealthPoint Search Date available on each prospect record


� A “NEW” symbol is displayed when new details have been found

� A “STAR” icon appears when we identify middle names, spouse names, phone

numbers that you did not provide in your wealth search


WealthPoint Confidence Levels

�� Automatically confirmed data - a match has been found on the following:

• Last Name, First Name, Primary Address, Suffix (P1), (S1)

• Last Name, First Name, Middle Name, Primary Address (P2), (S2)

• Last Name, Primary Address, First/Middle Combination, Suffix (P3), (S3)

• Last Name, Primary Address, First/Middle Combination (P4), (S4)

• Last Name, DOB, First/Middle Combination (P5), (S5)


• Last Name, DOB, First/Middle Combination (P5), (S5)

• Last Name, Phone Number, First/Middle Combination (P6), (S6)

• Last Name, Business Name or Address, First/Middle Combination (P8)

• Spouse Last Name, Business Name or Address, First/Middle Combination (S8)

Real estate data auto-confirmed using the following criteria:

• Owner Last Name, Owner First Name, Property Address (PP1, SP1)

• Owner Last Name, Owner First Name, Mailing Address (PP2, SP2)

• Buyer Last Name, Buyer First Name, Buyer Mailing Address (PP3, SP3)

* S indicates a match was made on the spouse data provided


High Confidence

Moderate Confidence

Low Confidence

Philanthropic Gifts, Political Donations, Private

Foundations and Non Profit Affiliations will initially

match on moderate or low confidence levels.

WealthPoint Confidence Levels

Very High Confidence


Star Icon: indicates a Blackbaud provided a “special match”


Wealth-Based Capacity Ratings

� Each prospect who is screened through WealthPoint automatically receives a wealth-based capacity rating:

• Major Giving Capacity (MGC)

• Total philanthropic capacity

• Assumes at least a 2-5 year pledge


� MGC formula is configurable

• Current formula:

• Estimated Wealth is the sum of confirmed assets from all sources

• MGC = 5% of Estimated Wealth

Let’s Take a Tour


� Low screen resolution may affect the layout of a prospect record

� Review each source to confirm/reject the matches

� All wealth details editable – add your own values

� If you change confidence level settings, they are not retro-active

Only confirmed wealth details are integrated with The Raiser’s Edge

Screening for Wealth Notes


� Only confirmed wealth details are integrated with The Raiser’s Edge

� Many sources contain links to additional research tools

� ResearchPoint Bronze, Silver, and Gold subscribers have unlimited one-by-one WealthPoint searches annually

� Wealth Capacity can be customized


ResearchPoint Online User Clinics

Topic Date

Prospect Quick Search 1/11/2011

Queries February 2011 (TBD)


Research Groups March 2011 (TBD)

Import April 2011 (TBD)


Upcoming Web Seminars

� FOR NEW USERS: ResearchPoint Tips and Tricks: Crystal & Bronze

• November 9 at 3:00 pm ET

• December 7 at 1:00 pm ET

� FOR NEW USERS: ResearchPoint Tips and Tricks: Silver & Gold

• November 9 at 1:00 pm ET




� For Canadian Nonprofits: Boost Fundraising Results with Target Analytics


For a schedule of all upcoming web seminars or to register, go to

www.blackbaud.com/webinars.


Customer Resources

� Idea Bank – An online suggestion tool in which you can post software

suggestions, vote for those most important to you, and add and review

comments.

• http://researchpointfeedback.blackbaud.com

� The Prospector Newsletter – We publish support newsletters to keep you

informed about the latest software information and share tips for using your


informed about the latest software information and share tips for using your software effectively. We encourage all software users to subscribe to these

resources.

• http://www.blackbaud.com/support/newsletters/supnewsletters.aspx

� The Prospector Blog - The official blog of our prospect research products .

Check the Blogs for insights into Blackbaud products, nonprofit technology, and web culture.

• http://forums.blackbaud.com/blogs/theprospector/default.aspx


Customer Resources (cont’d)

� Customer Support – You are at the heart of everything we do, and we take

pride in giving you the industry’s best support. Access our Knowledgebase, User

Guides, FAQs, and contact us via email, Case Central, or by speaking with a live support representative.

• http://www.blackbaud.com/support/support.aspx


� Forums - Our forums are a gathering place for everyone in the nonprofit

community to exchange ideas. We encourage all software users to participate

and all posts are publicly available.

• Visit the Target Analytics Forums - http://forums.blackbaud.com


How Blackbaud Can Help

Contact Blackbaud Support for more information on:

� Additional Modules: Multiple module purchases and bundled training

� Training Services: Blackbaud Learn™

� Hosting Services: Blackbaud Application Hosting™

� Consulting Services: Conversions, customizations


� Consulting Services: Conversions, customizations

� Data Enrichment Services: Identify, rate, and qualify your best prospects

Email [email protected] or call 800.468.8996 for assistance.


Questions?

Phone: 800.443.9441

Email: [email protected]

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Thank you for joining us!

ResearchPoint Online User Clinics

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