June 26, 2006
Dollars Making Sense: Finding, Interpreting, and Analyzing Financial Indicators
8:30-4:00 (Continental breakfast and lunch included in registration)
The Longhouse Educational and Cultural Center
Evergreen State College
Olympia, WA 98505
Cost: APRA-NW members $55; non-members $70
Download the registration form at www.apra-nw.org
Leaders in the field of development research will discuss how to find, interpret and analyze indicators of wealth to pinpoint and rate your best prospects. There will also be opportunities to network with your peers to discuss and exchange ideas and best practices in prospect financial analysis.
Finding the Top 1%
Jay Frost (Wealth ID) will kick the day off with an in-depth presentation on uncovering the “1-percenters,” those with extreme wealth, in your database and how to document and summarize their wealth in ways that will get them to the top of your fundraisers’ lists.
Discovering Local Financial Resources
Maryrose Larkin (Northwest Research) will explore basic and advanced techniques and resources for finding and documenting financial information that are especially helpful for researchers in the Pacific Northwest.
Guiding the Way: Rating Wealth, Capacity and Potential for Philanthropic
Giving
Elizabeth Crabtree (Brown University) will end the conference with a detailed and comprehensive presentation of wealth analysis, estimation strategies and rating methodologies based on income, real estate, stock, and other factors. Elizabeth will show you how to develop rating systems, build gift tables, estimate giving capacity for annual, major, and planned giving programs and create simple affinity and inclination ratings based on relationships and levels of engagement, which can be customized to suit any size or type of organization.