© Factary
Factary
Data
Management
• Founded 1990
• Screening since 1992
RiF Autumn Conference
2007
– UK, France, Netherlands, Spain, Belgium…
Tuesday 27th November
Chris Carnie
Factary
Peter Maple
Crisis
www.factary.com
Factary
Factary
• Founded 1990
• Screening since 1992
• Independent
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– No link to THINK Consulting Solutions
– No link to WealthEngine
www.factary.com
Founded 1990
Screening since 1992
Independent
International
– Bristol, Barcelona, Boston, Brussels
www.factary.com
Factary
Factary Screening People
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• Jenny Honeychurch
• Will Crossland
Founded 1990
Screening since 1992
Independent
International
Research Consultancy
– Research, Training, Reports
www.factary.com
www.factary.com
www.factary.com
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© Factary
Target Market
Screening and Analysis –
The Target Market
• Trusts and Foundations
• Individual Donors
• Companies
www.factary.com
www.factary.com
It’s an inter-linked market
Screening for Strategic Funders
• Trust or Foundation
• FTSE Execs
• Directors
• Shareholders
– Linked via a board member to…
Strategic
• Company
– Linked via a shareholder to…
» Major donor
Funders
www.factary.com
Screening for Strategic Funders
• Trust & Foundation board members
• Philanthropists
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Rich Lists
Celebrities
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Solicitors
Accountants
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Bankers
Architects
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...
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The data, analysed
• Individual name data
– Not modelled
• Data built by researchers
– For researchers
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© Factary
The data, analysed
Screening Summary
• Numerical analysis
• Hits by code
• Wealth and lifestyle
counts
• Your HNWIs, mapped
www.factary.com
The data, analysed
Wealth Check
• Main directorships, trusteeships
• Wealth information and analysis
• Notes
www.factary.com
The data, analysed
Overview Report
• Wealth Bandings
• Plc Directors
• Rich List entrants
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The data, analysed
• Options, tailored for you;
– Top 500 names
– Regional Top 100
– Geographic selection
– Philanthropy selection
– …your choice!
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Factary Screening
• Data processed entirely in the UK
– Protection for YOU
– EU Data Protection Directive
– UK Copyright/IP legislation
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With You from Screening To Donor
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© Factary
The Prospect Pipeline
The Prospect Pool
Screening
Find
Qualify
Meet
Meet
Internal Research
Support
Ask
Prospect
Pool
Prospect
Pool
External Research
www.factary.com
www.factary.com
The Prospect Pool
The Prospect Pool
Internal Research
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Profiles
Peer Review
Trust and Foundation Audit
Interim Researcher
www.factary.com
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Prospect Pool Build
Feasibility Studies
Research Strategies
International Research
Training
External Research
www.factary.com
The Prospect Pool
Internal Research
Finding Prospects for Crisis
Prospect
Pool
External Research
www.factary.com
www.factary.com
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© Factary
Crisis
Crisis
Our aims;
Crisis works with single homeless
people
Crisis aims to fight homelessness and
empower people to fulfil their potential
and transform their lives
Peter Maple
www.crisis.org.uk
www.crisis.org.uk
Crisis
Crisis
Or to put it another way;
Crisis is working to end homelessness
Projects
Policy
Campaigns
www.crisis.org.uk
Crisis
Finance
Projects;
Crisis Open Christmas
The Learning Zone
Crisis Skylight
Skylight Café
Crisis Changing Lives Award
SmartMove
Supportive Housing
www.crisis.org.uk
www.factary.com
www.crisis.org.uk
Total Income; £8.66m, 2006
£5.6m of which was donations, and
gifts including legacies
We also received gifts in kind,
donated services and facilities, and
earned £353,656 from events.
www.crisis.org.uk
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© Factary
Crisis
Screening
Had been running a major capital
campaign
Needed to integrate that work with a
new major gift strategy
We needed to find serious prospects…
May 2007 we had a agreed approach:
Crisis supplied a segment of 1016
records to Factary
These were already tagged as major
donors (£1000+) or…
Major donor prospects ???
www.crisis.org.uk
Screening
www.crisis.org.uk
Mapping
600 unique matches – 59% hit rate
148 Shareholders
119 Rich List
91 Trustees or philanthropists
www.crisis.org.uk
Reporting
Wealth Check
Overview
Factary supplied “Overview” Report
showing matches, including rich list,
shareholders, trustees
www.crisis.org.uk
www.factary.com
www.crisis.org.uk
Monthly batches of data
Wealth researched by Factary
Prospects’ wealth and key interests
www.crisis.org.uk
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© Factary
Profiles
Questions???
We’ve profiled the “lead” givers
We’ve started profiling the most
interesting…
We’re running cultivation events
We’re launching the Urban Investor
programme
www.crisis.org.uk
Thank You
Peter Maple
www.crisis.org.uk
Thank You
• Contacts;
Chris Carnie
[email protected]
[email protected]
Jenny Honeychurch
[email protected]
Mair Bosworth
[email protected]
www.crisis.org.uk
www.factary.com
www.factary.com
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