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07 Sep 2010

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	Understanding the search results.

Solution The column titles or field names returned at the top of the grid are intended to be self- descriptive. Here are some additional points:
· The first column is a sequential number that is assigned to all the records in each search. It is essentially a counter for all the returned results. It can also be sorted if you need to return the results to their original (following a sort using another column).

· The next column is titled “YES” and contains a checkbox for each record. When you click in the checkbox, a check marks the record for selection and export to Excel. This column can be sorted in ascending and descending order to segment selected records from unmarked records.

· The next column is titled “SRC” which is an abbreviation for source of the record. Currently, there are eleven potential values for this field including:
DNSR is short for DonorSeries, a charitable donations database originally published by Waltman and Associates from Minnesota.
NOZA is the proper name of a charitable donations database published by a Californian firm of the same name.
FEC is short for Federal Election Commission, the Federal government agency the regulates and monitors most political giving on the national level.
HBG is short for the Helen Brown Group, a prosect research company that also supplies DonorSearch with gift records.

· The next two columns are titled “High” and the “Low”. Respectively, each one represents the high and low end of the range indicated in the original gift report. For example, if a collected record had a gift range of $1-$99, then the high column should contain $99 and the low column should contain $1. High gift levels that end with a “1” indicate that the high gift amount was not stated. When the gift range indicated “and up” or “and higher” or “$XXXX+”, $1.00 is added to the minimum gift level to distinguish the record.

·The next column is labeled “Year” and reflects the fiscal year in which the gift was recorded by the nonprofit or political organization. Sorting by giving year begins to paint a picture of the prospects overall giving history.

· The next column is titled “Donor Name” and reflects the contributor name captured by the publishing source. Note that some records are first name then second name, while other records are formatted with the last name first followed by the first name and middle initial.

· The next column is titled “Recipient” and displays the name of the organization that published the original gift record information. For charitable giving, the nonprofit receiving the gift is listed and for political giving the candidate, committee or PAC receiving the gift is listed. This column can be sorted to group the search results by organization and can make a donors giving history a bit clearer.

· The next two columns are titled “Recip City” and “Recip ST”. These two fields reflect the location of the receiving organization or where the money went. When sorted, these fields have a tendency to highlight the more prolific regional donors – people who give regularly to multiple nonprofits in a given region.

· The next column is labeled “Occupation” and shows the donor’s employer name at the time of the gift. Only results from the FEC political gift database will contain this data, but can begin to outline a chronological employment history for a given donor. By looking at the stated employer over the years may shed some insight into a volunteer’s sphere of influence and connections. Depending on your computer and your screen resolution, the last column to the right on the default screen may be “Occupation”. Monitors operating at a higher resolution may display more fields to the right of Occupation. By using the horizontal scrollbar at the bottom of the screen you can reveal the additional column or fields for your search results.

· After occupation, the next three columns are labeled “DNR City”, “DNR ST” and “DNR ZIP”. These three fields indicate the donor’s stated home city, state and zip. Only results from the FEC political gift database will contain this data. These fields can be used in conjunction with charitable gift results to confirm more detailed information and the identity of a prospect.

· The next column is titled “DNR INTEREST” and shows how the gift has been categorized. For FEC gifts, the choice for the field includes Democrat, Republican or not provided which is based on the stated party affiliation of the recipient organization. For NOZA and DonorSeries results the range of values includes, but is not limited to the following list. This can be sorted to highlight a specific donor’s charitable interest areas.
o Arts, Cultural, Humanities
o Arts, Music, Opera
o Arts, Theater
o Civic
o Children, Museum
o Children, Social Services
o Education, High
o Education, Museum
o Education, Preparatory
o Broadcasting
o Diseases, Disorders, Medical Research
o Health
o Health, Social Services
o Horticulture
o Hospital Health Center
o Human Services, Children, Families
o Human Services, Job Development and Training
o Human Services, Comprehensive,
o Library, Literacy Program
o Museum, Arts
o Other
o Public Safety, Disaster Preparedness, Relief
o Science
o Social Services
o Social Services, Youth
o Youth Development
o The next column is titled “Type” and refers to the gift type. For FEC results the gift type is political. For the charitable databases the descriptions are captured from the donor lists. Potential field values are:
o Annual
o Capital
o Cumulative
o Memorial
o Estate
o Memorial
o The next column is labeled “FUNDER” and refers to several broad categories of donation sources. At a fundamental level, all gifts represent a transfer of assets – cash, investments, property, etc. The fund column indicate the source of the assets that were used to create the gift. The potential field values are:
o Individual – This is by far the most common source of assets.
o Philanthropic Fund – This include foundations, trust, endowments, and scholarships, any deposit of money that is specifically designated for charitable purposes.
o Business – This includes companies, LLCs, partnerships, etc.; any readily identifiable private or publicly held businesses.
o Organizations - This includes individuals working as a group who made a charitable contribution, and presumed to have a nonprofit status.
o The next column reflects the graduation of the donor from the college, university or school recieving the donation and is labeled“DNR GRAD YR”

o The next column is labeled “GIFT RANGE” indicates what the high and low ranges are for the gift. It is this value that is used to create the sort fields high gift level” and low gift level columns.

o The next column is titled “GEO REACH” and refers to the geographical marketing reach of the recipient organization. The two values found in this field are “Local” and “National”. The field is not used to generate the search results with the current system.

o The next column is titled “DNR LAST NAME” refers to the last name parsed out from the giving record. The field is not used to generate the search results with the current system.

o The next column is labeled “RECIP ZIP” refers to the zip code of the recipient organization. This field is available for political and charitable recipient organizations. The field is not used to generate the search results with the current system.

o The last column is labeled “GIFT DATE” refers to the actual month, day and year that a gift is recorded by the recipient organization. This field is only available for political gifts.

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05 Jan 2008 05:25 PM