rainmaker solutions sample donor profile
DESCRIPTION
Donor profiling is the craft of interpreting the public wealth and values information available for a particular prospect, so the fundraiser can ask for the right amount at the right time.TRANSCRIPT
Wealth Analysis & Solicitation Profile
Confidential Report Prepared for Ms. Dorothy SandersCumberland University – Charleston, SC
This is a fictional sample, based on an actual profile.
Giving Capacities Minimum Maximum
Maximum Gift (3-5 Years) $200,000 $250,000
Annual Fund $20,000 $40,000
Planned Gift $1,500,000 $2,500,000
Identified Assets Estimate
Compensation $1,350,403
Real Estate $935,152
Investments $1,887,000
Stocks Options $58,302
Source Level
Identified Net Worth $4,230,857 Rainmaker Minimum
Estimated Net Worth $1,000,000 Larkspur Minimum
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Mr. Daniel MillerFormer CEO, Defense Engineers, Inc.Board Member, Charleston Trade Association
Confirmed Primary Residence
104 Mallard Drive StreetJames Island, SC 29412Cell Phone: (843) 300‐4373 – Currently in Hilton Head, SCBorn: FrenchBirthdate: March 6, 1946Age: 66, Retired 8/12Married wife: Helen, 60
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Career&Education
Occupation:DefenseManufacturingExecutive Education:BAinEconomics,LesGrands Ecoles,Paris,France Certification:CertifiedPracticingAccountant,France.
CareerProfile
CEO,Chairman,DefenseEngineers,Inc.,2008— retired8/12 President,DefenseEngineers,Inc.,2007— InterimCEO,DefenseEngineers,Inc.,2008 COO,French‐AmericanTradeAssociation SeniorVicePresidentofCorporateDevelopment,DefenseEngineersAssociation BoardDirectors,FifthRepublicEnterprises Associate,FrenchSocietyofAccountants
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Daniel Miller was appointed President of Defense Engineers, Inc. in September 2007. He was appointed Interim Chief Executive Officer on February 1, 2008 and Chief Executive Officer on February 29, 2008. Miller has more than 30 years of senior management experience in operational management, reorganizations, acquisitions and business transformations.
From 2005 to 2007, Miller provided business and financial advisory services to privately-held businesses. Miller was the Chief Operating Officer at the French-American Trade Association and Senior Vice President of Corporate Development for Fifth Republic Enterprises – a mutual insurance company.
Miller received the designation of Certified Practicing Accountant (France) and became an Associate with the French Society of Accountants. He holds a Bachelor of Arts in Economics from Les Grandes Ecoles in Paris, France. He retired from Defense Engineers in August, 2012. In retirement, he serves of the Board of the Charleston Trade Association, promoting economic development.
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ThisevaluationisbasedonForm4SECFilingsInsider‐TradingReportsandCompensationReportssubjecttopublicdisclosure.DuringhistenureasCEOofDefenseEngineers,Inc.Moodyquintupledhissharesofcompanystockto565,000shares.
Thestockpricerosefromalowof$1.25in3/07toahighof$5.26in5/11,drivenbythenewsofitsmergerwithGeneralDefense,Inc.Moodydisposedof22,454sharesin5/11,whichproducedacashwindfallof$118,107.
RainmakerSolutionsexcludedthevalueofnon‐exercisableoptionsfromtheestimatednetworthbecausetherewasinsufficientinformationavailabletosatisfystandardoptionvaluesmodels,suchasthematuritydates.
OtherobstaclestoanevaluationofMiller’swealthwerehisretirementin8/12,andthesimultaneousacquisitionofDefenseEngineersbyGeneralDefense.Hispreviousemployernolongerexists– andheisnolongerrequiredtodisclosehisrelatedstocktransactionstothepublic.
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Known Charitable Contributions
Recipient Gift Range Date
Charleston Technical College $2,500 - $5,000 2010 -2011
Montague Private Academy $1,000 - $2,000 2011 – 2012
Chief Interests Higher EducationMilitary Families
This slide provides a snapshot of confirmed, domestic charitable contributions, resulting from a rigorous search of two major, research databases of charitable contributions for Michael and/or Barbara Moody. Please see the next slide for a detailed philanthropic profile.
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InAugust2011,TheMilitaryHonorsSocietyofCharlestonpresentedthefirstGeneralEarnestC.MontagueFriendsofGeorgeWashingtonAwardtoMr.DanielMiller,ChairmanandCEOofDefenseEngineers,forhiscontributionstothemilitaryandtheGreaterCharlestoncommunity.Thisarticleemphasizeshisconcernformilitaryfamilies.
WhilethearticlelaudsMr.MillerasageneroussupporterofmanyCharleston‐basedcommunityorganizations,Rainmaker’srigoroussearchoftwomajorcharitablegivingdatabasesyieldsonlytwocontributions– listedonthepreviousslide.
WeassumethatMr.MillerreceivedthisawardbecausehemadeagenerouscontributiontotheMilitaryHonorsSociety,butthedetailsofthispresumedgiftisnotavailableontherecipient’swebsiteortheseindustry‐standarddatabases.
Ingeneral,itappearsthatMr.Moodyholdsmodestpotentialasa$1,000‐$5,000annualfundprospectforCumberlandUniversity,withoutapreviousgivinghistory,
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