Getting Started with
401 North Michigan Avenue, Suite 2800
Chicago, Illinois 60611
312.372.4040
Welcome to Getting Started with DonorScape®. This guide will take you through the various features within the web-based DonorScape® portal.
Contents
Introduction 1
Planning Questions 1
Logging on to DonorScape® 2
Home 3
DonorScape® News and Updates 3
Current Account Status 3
Prospect Alerts 3
Navigation Tabs 4
Data Results 5
Active Prospect 5
Source of Entry Codes 5
View Prospect Details Button 5
Update Prospect Button 5
Remove Prospect Button 6
Summary Report 6
Tearsheet Report 6
Full Profile 6
DonorScape® Predictive Modeling Ratings 7
Major Gift Code 7
Annual Giving Code 7
Planned Giving Code 8
PRIZM® Cluster Code 8
Top Philanthropic PRIZM® Segments 9
Special Focus Indicator Code 10
Philanthropic Capacity Rating (PCR) Code 10
DonorScape® Capacity Ratings 11
Gift Capacity Rating and Estimate 11
Constituent List 12
Constituent List Table 12
Assigned Prospect Views 12
Match Quality Rating (MQR) Filter 12
Include Historical Matches 13
Sorting and Navigation 13
Quick Query 13
Select Query 13
How to Change the Active Prospect 14
Data Source Match Details 15
Prospect Match Drop-Down 15
Matched Elements 15
Change MQR 15
Prospect Match Statistics Summary 15
Match Details 15
Custom Query 16
Household Demographics 16
Who Knows Who? 17
Notes 17
Custom Ratings Calculator 17
Custom Report Builder 18
Comma-delimited Constituent List Export 18
Individual Prospect Report: Active Prospect Only 18
Individual Prospect Report: Constituent List 18
How to Create a List of Prospects 19
Search 20
New Prospect Search 20
Search Activity 20
Express Upload 20
Preferences 22
Manage Password 22
Contact Information 22
Match Preferences 22
Alert Settings 22
Administration 23
Create/Edit/Delete Users 23
Create/Edit Prospect Assignments 23
Add/Delete Queue 24
Client-Defined Fields 24
Batch Update 24
Match & Usage 25
Client Usage Report 25
Match Statistics Report 25
Export All Data 25
Support/Logoff 26
Support 26
Logoff 26
Appendix A: MSA Codes for Queries 27
Appendix B: Sample Reports 36
Summary Report 36
Full Profile 37
Appendix C: DonorScape® Wealth Screening Data Sources 41
Biographical Information 41
Hard-Asset Data 43
Philanthropic Activity 44
Names presented in GG+A DonorScape® training materials are from public records and bear no relationship to any GG+A client institutions. The names are appended with fictional giving and relationship data and are included for demonstration purposes only.
DonorScape® Online Support Resources – www.DonorScape.com
27
Introduction
DonorScape®, brought to you by Grenzebach Glier and Associates, is a suite of prospect screening services especially designed for not-for-profit fundraising efforts. While many institutions across the world utilize the DonorScape® portal, each institution’s account is unique and secure.
Planning Questions
• Who will be the DonorScape® Administrator for your organization?
• Who will be the backup administrator?
• Who will have direct access to DonorScape®?
– What access rights will each person have?
– How will non-research staff be trained on DonorScape®?
• How much dedicated time is allocated for staff to work with the DonorScape® data?
• What are the goals and priorities for your organization?
– Funding priorities or program initiatives
– Building major gift portfolios
– Annual giving growth objectives
– Planned giving opportunities
• Do you plan to import the DonorScape® ratings into your fundraising system?
Logging on to DonorScape®
Logging on to DonorScape® is as simple as opening up your favorite web browser and entering the following http address:
https://www.my DonorScape.com
DonorScape® works best on Windows XP machines running the most up-to-date version of Internet Explorer, but also functions on Mozilla/Firefox, Safari, and Chrome browsers.
DonorScape® uses the same level of security and encryption as online banking and credit card transactions. Look for the secure and trusted site logos in the bottom right-hand corner of your screen.
Enter the Username and Password provided to you by either your Account Administrator or your Account Representative. Username and password are not case sensitive. If you are having problems logging on, please contact your Account Administrator or call DonorScape® support at (866) 378-8540.
Note: Your administrator does not have access to your password. If you have forgotten your password, you may reset it using the link provided below the login button.
Home
Upon successful log in, you will be taken to the DonorScape® home page.
DonorScape® News and Updates
Important announcements and updates regarding DonorScape® functionality are posted here. It is the first place to check for enhancements that have been developed to ensure that DONORSCAPE® continues to meet your needs.
Current Account Status
This box is available to Account Administrators only. Pending prospect requests, the number of searches remaining, and the date your account expires are displayed here for your convenience.
Prospect Alerts
The bottom portion of the home page displays alerts, informing the user about changes in prospect data. New Prospect Alerts are provided weekly for your assigned prospects. The Prospect Alert box displays the date of the alert, the type of new data, and the number of prospects for which that data is available. The “who?” link opens a box containing the names and match quality ratings of the newly available data for each individual. By clicking on “update,” you add all the new data matches to the record you have selected, and the updated record will appear on the Data Results tab. Once a prospect has been updated, the alert will disappear. Alerts stay active for one week.
Navigation Tabs
At the top of the home page you will see a series of tabs that allows you to navigate through the DonorScape® web site.
Data Results
The Data Results page contains all of the information for individual prospects. Viewing data and producing prospect reports are done from the Data Results page.
The upper portion of the Data Results page will display information for the active record. The lower portion contains a set of “sub-tabs” that provides different ways for you to access your data.
Active Prospect
The upper left portion of the Data Results page contains the name and address of the active prospect. The active prospect, by default, is the prospect listed at the top of your Constituent List (see below). Alternately, a new active prospect can be selected by clicking on that prospect’s name, state, or Gift Capacity Rating in the Constituent List. Additionally, the Active Prospect Box contains the prospect ID, source of entry, insert date, and last update date.
Source of Entry Codes
B = Batch performed by GG+A
E = Express Upload
S= Single Name Search
The upper left hand table contains the active prospect information. A number of functions are available via buttons in the bottom portion of the Active Prospect Box:
View Prospect Details Button
Clicking this button opens a new window containing all of the additional constituent information provided as part of the screening file. This includes, but is not limited to; spouse name, business details, constituent codes, and “client-defined fields.”
Update Prospect Button
Clicking this button will re-screen and update all available sources for this prospect. If no new information is available, a message is displayed indicating there is no new data. Updating will not reacquire data that has been manually removed by the user nor will it reset changes to match quality ratings.
Remove Prospect Button
Clicking this button will remove the prospect and all accompanying data from the database. Accounts that are set to require administrator approval will have the “remove prospect” request go into a queue awaiting administrator approval.
Note: Please check with your DonorScape® administrator to determine if you have access rights to request a prospect update, search, or removal. Some organizations decide to use the queue function available to review prospect update, search, and removal requests prior to submitting them to DonorScape® for screening or removal.
Summary Report
A single-page standardized report that provides basic information, ratings, and aggregated totals of the active prospect’s identified assets by data source. The report is generated and presented in Microsoft Word.
Tearsheet Report
The Tearsheet report, also created in Microsoft Word, contains greater detail than the Summary Report but is not fully comprehensive.
Full Profile
The Full Profile report contains all available data for the active prospect from each data source in a predefined Microsoft Word format.
DonorScape® Predictive Modeling Ratings
The upper right hand box contains the results from a DonorScape® predictive modeling screening. If a prospect has not gone through a predictive modeling screening, this section will not contain any values. DonorScape® Predictive Modeling Ratings are a result of the data modeling process provided on all of the prospects your organization submitted to GG+A.
Major Gift Code
The Major Gift Code is a scale “A” through “E,” with “A” rated prospects the strongest prospects for near-term major gift support. The Major Gift Code does not suggest any specific dollar value, rather a stronger or weaker propensity and financial capacity to make a major gift relative to the other members of your prospect pool.
Major Gift CodeA / Strongest
B
C
D
E / Weakest
Annual Giving Code
The Annual Giving Code rates prospects on an ascending numeric scale (1 through 6). This rating identifies the best prospects to target for an annual giving effort. Unlike the Major Gift Code, the Annual Giving Code does correspond to a suggested giving level.
Annual Giving Code / Potential Gift Range1 / $5,000+
2 / $2,500 to $4,999
3 / $1,000 to $2,499
4 / $500 to $999
5 / $100 to $499
6 / Up to $100
Planned Giving Code
The Planned Giving Code, similar to the Major Gift Code, identifies those prospects with a strong capacity and disposition for a bequest or other deferred gift. Prospects are coded as “P” (Primary), “S” (Secondary), “T” (Tertiary), or “X” (Non-Prospect), with “P” being the highest level. Because of their affluence and neighborhood lifestyles, in addition to their ages, individuals coded as “P,” “S,” or “T” represent the best targets for deferred giving solicitation.
Planned Giving CodeP / Primary
S / Secondary
T / Tertiary
X / Non-Prospect
PRIZM® Cluster Code
The PRIZM® Lifestyle Segmentation is today’s most reliable and widely used consumer segmentation system. By segmenting residential areas according to ZIP + 6 postal geography, PRIZM® enables GG+A to precisely describe the lifestyles and socioeconomics of an individual’s household. There are 66 unique PRIZM® segments, coded 1 through 66. Each segment represents a unique set of socioeconomic behaviors and characteristics. Generally speaking, segment 1 (“Upper Crust”) is the most affluent, and as the segment number increases, the level of affluence decreases. GG+A has identified 7 segments that most strongly correlate with philanthropic giving (1, 2, 5, 6, 7, 9, and 10).
Top Philanthropic PRIZM® Segments
01 / Upper Crust / The nation's most exclusive address, Upper Crust is the wealthiest lifestyle in America—a haven for empty-nesting couples over 55 years old. No segment has a higher concentration of residents earning over $200,000 a year or possessing a postgraduate degree, and none has a more opulent standard of living.02 / Blue Blood Estates / Blue Blood Estates is a family portrait of suburban wealth: a place of million-dollar homes and manicured lawns, high-end cars and exclusive private clubs. The nation's second-wealthiest lifestyle, it is characterized by married couples with children, college degrees, a significant percentage of Asian Americans, and six-figure incomes earned by business executives, managers, and professionals.
03 / Movers & Shakers / Movers & Shakers is home to America's up-and-coming business class: a wealthy suburban world of dual-income couples who are highly educated, typically between the ages of 35 and 54, often with children. Given its high percentage of executives and white-collar professionals, there's a decided business bent to this segment: Movers & Shakers rank number one for owning small businesses and having home offices.
05 / Country Squires / The wealthiest residents in exurban America live in Country Squires, an oasis for affluent Baby Boomers who've fled the city for the charms of small-town living. In their bucolic communities noted for their recently built homes on sprawling properties, the families of executives live in six-figure comfort. Country Squires enjoy country club sports like golf, tennis, and swimming as well as skiing, boating, and biking.
06 / Winner’s Circle / Among the wealthy suburban lifestyles, Winner's Circle is the youngest, a collection of mostly 25- to 34-year-old couples with large families in new-money subdivisions. Surrounding their homes are the signs of upscale living: recreational parks, golf courses, and upscale malls. With a median income of nearly $90,000, Winner's Circle residents are big spenders who like to travel, ski, go out to eat, shop at clothing boutiques, and take in a show.
07 / Money & Brains / The residents of Money & Brains seem to have it all: high incomes, advanced degrees, and sophisticated tastes to match their credentials. Many of these city dwellers, predominantly white with a high concentration of Asian Americans, are married couples with few children who live in fashionable homes on small, manicured lots.
09 / Big Fish, Small Pond / Older, upper-class, college-educated professionals, the members of Big Fish, Small Pond are often among the leading citizens of their small-town communities. These upscale, empty-nesting couples enjoy the trappings of success, belonging to country clubs, maintaining large investment portfolios, and spending freely on computer technology.
10 / Second City Elite / There's money to be found in the nation's smaller cities, and you're most likely to find it in Second City Elite. The residents of these satellite cities tend to be prosperous executives who decorate their $200,000 homes with multiple computers, large-screen TV sets, and an impressive collection of wines. With more than half holding college degrees, Second City Elite residents enjoy cultural activities—from reading books to attending theater and dance productions.
To learn more about PRIZM® segments go to http://www.claritas.com/MyBestSegments/Default.jsp
Special Focus Indicator Code
The Special Focus Indicator identifies prospects who have very strong indications of wealth yet have not significantly given to your institution. They can be considered low-risk and high-reward prospects and are coded as “NL” for “Nothing to Lose.”