1. Overview Donor Research with Limited Resources

2. Overview Overview of the tools, databases, and other technology that can be used for identifying, qualifying potential donors (for cheap) How to identify and understand key indicators used to most effectively estimate an individual’s giving capacity “Beyond technology” - the critical role that development staff can play in gathering research information

3. Resources: Foundations Imagine Canada Foundation Search Canada CRA Guidestar

4. Resources: Corporations SEDI SEDAR Profile Canada Reference Canada Scotts Directory Industry Canada Statistics Canada

5. Resources: Individuals Zoominfo Pipl Canadian Who’s Who Directory of Directors Statistics Canada Salary Survey – Healthcare Salary Survey – Faculty

6. Resources: Property BC Online BC Assessment MLS National Price Charts

7. Resources: Media Copernic Agent Highbeam Research CBCA Alumni Resources? International Media Sources

8. Putting it all together Calculating Capacity: What else denotes wealth? Not a definite science, but a very well educated guess Collection of factors, financial and non-financial to build a complete picture

9. Capacity Worksheet

10. Realtor Example According to Mr. X’s website, he sells approximately 155 houses annually. Mr. X’s real estate regions include South Delta and Richmond. The average price of a property in the South Delta region in 2007 is approximately $410,000 according the MLS Sales facts for April 2007. The average price for a property in the Richmond area is $440,000. Estimating that Mr. X is selling an equal amount of properties from each region, the total value of properties Mr. X sells annually is approximately $65 million (77.5 x 410,000 + 77.5 x 440,000) With an average commission of 3% to 3.5%, this would create annual revenues of approximately $2 million ($37 million x 3.5%) Source

11. Property Valuation Opus Vancouver 96 rooms Average room rate: $330 Average occupancy rate Vancouver: 67.5% Land Valuation Method Estimated annual rooms revenue: $330 X 67.5% X 96 X 365 = $7,805,160 Ground rental percentage 4% of rooms revenue = $312,206 Land value = ground rental percentage / land capitalization rate – estimated to be 8% Land value = $3,902,580 Land component estimated to be 12.5% of value of hotel Value of Opus: $31,220,640 Quick value: average room rate X $1,000 X number of rooms $330 X $1,000 X 96 = $31 million Source

12. The Invaluable Information that Research can not find Personal information relating to personal interests and personal wealth Privacy Issues

13. Profiles Standard Research Information With Additions from Development Officers

14. APRA Canada Tools Resources Presentations Supporting Advancement Google

15. References Foundations Imagine Canada: http://ic.imaginecanada.ca/login.asphttp://ic.imaginecanada.ca/login.asp Foundation Search: http://www.foundationsearch.cahttp://www.foundationsearch.ca CRA: http://www.cra-arc.gc.ca/ebci/haip/srch/sec/SrchLogin-e?searchType=Registeredhttp://www.cra-arc.gc.ca/ebci/haip/srch/sec/SrchLogin-e?searchType=Registered Guidestar: http://www.guidestar.org/pqCriteriaEntry.dohttp://www.guidestar.org/pqCriteriaEntry.do Corporations & Individuals FPInfomart: http://www.fpinfomart.ca/http://www.fpinfomart.ca/ Profile Canada: http://www.profilecanada.com/database.htmlhttp://www.profilecanada.com/database.html (VPL) Reference Canada: http://www.vpl.ca/extDB/dbListing?ReferenceCanadahttp://www.vpl.ca/extDB/dbListing?ReferenceCanada (VPL) CBCA: http://www.vpl.ca/electronic_databases/http://www.vpl.ca/electronic_databases/ Scott’s Directory: http://www.scottsdirectories.com/default.asphttp://www.scottsdirectories.com/default.asp Industry Canada: http://www.ic.gc.ca/epic/site/ccc-rec.nsf/en/Homehttp://www.ic.gc.ca/epic/site/ccc-rec.nsf/en/Home Statistics Canada: http://www.statcan.ca/start.html :http://www.statcan.ca/start.html Highbeam: http://www.highbeam.com/reg/login.asphttp://www.highbeam.com/reg/login.asp Zoominfo: http://www.zoominfo.comhttp://www.zoominfo.com Pipl: http://pipl.com/http://pipl.com/ Property BC Online: https://www.bconline.gov.bc.ca/https://www.bconline.gov.bc.ca/ BC Assessment: /www.bcassessment.bc.cawww.bcassessment.bc.ca MLS: www.mls.cawww.mls.ca National Price Charts: http://www.royallepage.ca/CMSTemplates/AboutUs/Company/CompanyTemplate.aspx?id=1591http://www.royallepage.ca/CMSTemplates/AboutUs/Company/CompanyTemplate.aspx?id=1591 Industry Analysis: http://www.bizstats.com/http://www.bizstats.com/ Realtor Source: http://www.jenniferhart.ca/stats.htm?history=Stats_01_2008.htmhttp://www.jenniferhart.ca/stats.htm?history=Stats_01_2008.htm Hotel Sources: http://www.hvs.com/personnel/profile.aspx?id=47&bp=-1http://www.hvs.com/personnel/profile.aspx?id=47&bp=-1 http://www.skyscrapercity.com/showthread.php?t=507776 http://www.hvs.com/personnel/profile.aspx?id=47&bp=-1

16. Questions?