The Guides:
The Guide to Analyzing Wealth & Assets


Would you like to know how to...

  • Collect and analyze key financial data, such as, real estate assets, compensation, stock holdings?
  • Understand "wealth indicators" and how to apply those indicators to determine appropriate gift levels.
  • Identify corporate, foundation, or individual prospects.
  • How to determine "philanthropic inclination" of your prospects.
  • Conduct a salary benchmark for private company executives. If you're developing cultivation plans for your prospects and not performing a wealth assessment, there's a great chance you're making wrong decisions about the gift amount, the best "type" of gift for your prospect, and critical timing of the ask.

Whether you're a prospect researcher or a frontline development officer, prepare your organization to cultivate their top prospects to their fullest potential by using the techniques you'll learn in "The Guide to Analyzing Wealth and Assets"

Completely revised in December, 2009!

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Step-by-Step, Easy-to-Understand Instruction

"The Guide" takes the "guesswork" out of wealth analysis by first providing solid education around key topics that will give you a level of comfort and understanding about issues dealing with wealth and asset assessment.

One of the best features of "The Guide" is that it's written in easy-to-understand language, with real-life examples, so you can apply what you are learning in a "real-world" situations. No other reference manual on the market provides you this type of step-by-step education around prospect wealth assessment!

Here's a sample of what's inside...

Identifying Prospects for Wealth and Asset Assessment - Finding prospects from your current donor base, plus learn how to identify new foundation, corporate, and individual prospects.

  • Analyzing the Corporate Prospects - Private vs. public companies, equity investments and venture capital funding, the technology sector and dot.coms. An in-depth look at analyzing the publicly-traded company, including establishing philanthropic involvement, profiling your corporate prospect, sources for company information. Also analyzing the privately-held company, benchmarking companies, and making the corporate ask.
  • Analyzing the Foundation Prospect - A look at private family foundations, corporate foundations and corporate giving programs, community foundations; also, collecting data on your foundation, finding and anylyzing the Form 990, preparing your gift request, getting around the "no applications accepted" clause, plus much more.
  • Analyzing the Individual Prospect - A realistic approach to wealth assessment, using "wealth indicators" to determine a "range of wealth;" applying the "liquid asset indicator, including in-depth look at compensation, salary surveys, and benchmarking compensation for executives of private companies; applying the "real estate indicator;" the "stock indicator," with a comprehensive look at restricted stock, understanding and calculating exercisable options, applying the "stock indicator" to assess wealth; also, "the owner equity indicator," "the history of giving indicator," and "the demographic makeup indicator;" analyzing non-traditional forms of wealth; information sources for individual research; and a look at your prospect's "feeling of wealth" when preparing for the ask.
  • Plus sections on "stewarding your donor" and associated forms to help you prepare your analysis.

The Guide to Analyzing Wealth and Assets contains real-life examples to help you better understand how to apply indicators to your prospects.



The Guides