Donor Search: Wealth Information Profile Terms/Definitions

DS Rating / Propensity to Give Score

An overall rating for the profile based on the detail found. DS1-1, DS1-2 and DS1-3 are high scores indicating that the individual has above average major gift potential. To see the definitions for all DS Ratings, go to: http://www.donorsearch.net/donorsearch-ratings-system

Estimated Capacity

An estimated 10% of the individuals net worth. If an individual fully commits to an organization, the thought is the individual will donate 10% of their assets over a 3 to 5 year period. This is an estimated 10% of their net worth based on the wealth information found.

Ask Based on Wealth

Estimated reasonable ask based on donor's estimated wealth / net worth

Aggregate Charitable Giving

Sum total of all charitable giving found for the contact searched MINUS POLITICAL GIVING.

Number of Charitable Gifts

This is the count of the number of Charitable Giving gifts totaled in the Aggerate Charitable giving field for the contact.

Range of Largest Gift Elsewhere

Upper limit/range of amount of largest gift ever given (from all collected data).

Estimated Real Estate

The dollar total is the sum of all properties currently owned/found. Contains market and assessed value.

990PF Flag

Search against all of the 990PF documents, Lists the private foundation names that are the same as an input name.

Aggregate Political Giving

This is the sum of the lower gift for all political gifts found for the contact. Data is pulled from SEC filings. Contains all federal and state political giving; may contain some municipal political giving, depending on size of municipality.

This amount is the sum total of the REP Giving, DEM Giving, and Oher Political Giving categories.

Number of Political Gifts

This is the count of the political gifts totaled in the Aggregate Political Giving field found for the contact.

Flag for SEC Insider

Flag for individuals that own a minimum of 5% of a publicly traded company, or are policymakers (C-level, board members, etc) have a regulatory obligation to publically report their stockholdings in companies where they have that position.

SEC Insider Holding

Average HH Income

Average household income from most recent Census (2010).

Number of Gifts in Higher Education

Number of gifts to Higher Education institutions totaled below (defined as organizations/institutions classified as a Higher Education Institution on form 990).

Higher Education Total

Total dollar amount of giving to organizations/institutions classified as Higher Education Institutions on Form 990.

Number of Education Gifts

Number of gifts to K-12 educational institutions, literacy organizations, Head Start, and similar types of organizations.

Aggregate Education Giving

Total dollar amount of giving to educational institutions as defined above.

Number of Philanthropy and Grant Gifts

Number of gifts to “re-gifting” organizations such as Charitable Foundations/Trusts and United Way.

Aggregate of Philanthropy and Grant Giving

Total dollar amount of giving to philanthropy and grant giving organizations as defined above.

Number of Healthcare Gifts

Number of gifts to healthcare related institutions including hospitals, clinics, birthing centers, hospices, transplant services, Alzheimer’s Association, research organizations, Susan G. Komen Foundation, sex education and family planning services, Planned Parenthood, etc.

Aggregate of Healthcare Giving

Total dollar amount of giving to healthcare organizations as defined above.

Number of Arts Gifts

Number of gifts to arts organizations including art museums, symphonies/orchestras, theaters, and theater groups.

Aggregate of Arts Giving

Total dollar amount of giving to arts organizations as defined above.

Number of REP Gifts

Number of political giving gifts to Republican political candidates.

Aggregate of REP Giving

Total dollar amount of giving to Republican political candidates.

Number of DEM Gifts

Number of political giving gifts to Democratic political candidates.

Aggregate of DEM Giving

Total dollar amount of giving to Democratic political candidates.

Number of Other Political Gifts

Number of political giving gifts to third-party political candidates and to PACs.

Aggregate of Other Political Giving

Total dollar amount of giving to third-party political candidates and to PACs.

Number of Society Benefit Gifts

Number of gifts to “society benefit” gifts, which is an amalgam of all other charitable gifts not listed above, including human service organizations, youth development, and food banks.

Aggregate of Society Benefit Giving

Total dollar amount of giving to society benefit organizations as defined above.

Number of Gifts for Religion

Number of gifts to religious institutions including churches and religious organizations such as Catholic Charities and The Jewish Federation.

Aggregate Giving for Religion

Total dollar amount of giving to religious organizations as defined above.