YoungAssociates serves nonprofits in a variety of fields, including arts, history, and medicine

Wealth Analysis

We use a Prospect Development Wealth (PDW) analysis with virtually all our clients. This helps us identify each client’s best new individual giving opportunities before we arrive in a community, so we can hit the ground running. The PDW analysis will tell you a great deal about your donors (e.g., their age; number of children; length of home ownership and home valuations; indications of large investing and significant holdings in equities; significant retirement holdings; and more). We also consolidate this stream of knowledge into a master profile of your defined geographic area.

Wealth in Central Florida

PDW results from YoungAssociates

Most of our clients see between a 5-15% address correction rate.  With one client the NCOA correction rate hit 37%!!  No matter how recently you have address corrected your list we start with USPS address standardization of your file and the over 70 lists we will rent in order to wealth rate your file.  Our clients also experience as much as a 21% correction of phone landlines due to wrong #’s, disconnects and out of service, and acquire between 28-40% of their list with the addition of cell phones and Email addresses.  We also denote on your file all with an Honorable Discharge from our Armed Forces and append a month and year of birth, # of children to all records in order to aid in planned giving.

PDW results put you in a position to answer some important questions:

  • Is there sufficient wealth in your database to complete a capital campaign, advance an endowment, or address a mid-campaign cost overrun for a new building?
  • Who among your lesser-known donors is most able to increase their support?
  • Where can you turn with confidence to begin to offset an anticipated cut in government funding or unanticipated loss of gift renewals due to the passing of long term donors?

If you are asking questions such as this, PDW will empower you with new information about the capacity of your nonprofit’s donor base.

Long Wharf Theatre

Long Wharf TheatreThrough PDW, we discovered thousands of individuals not identified as major prospects  |  Read additional details from this PDW

Baltimore Community Foundation &
Greater Baltimore Cultural Alliance

 

Baltimore Community FoundationGreater Baltimore Cultural AllianceThrough PDW, we analysed the level of wealth in among Baltimore Baby Boomers and Gen-Xers for the city’s mid-sized cultural alliance members  |  Read more about our findings

Shakespeare Theatre Company
at the Harman Center for the Arts

 

Shakespeare Theatre CompanyWith wealth analysis, we provided the basis for offensive strategy on fundraising and defensive strategy on municipal bonds  |  Learn more

 

Kirkpatrick Foundation

Kirkpatrick Foundation

Our wealth analysis discovered 14,000 high net worth households in Oklahoma City metro that were not on any of the top six art organization’s mailing lists  |  Learn more about this multi-organization PDW

 

More PDW clients

Note: Under leadership, we have listed the individuals we worked most closely within each organization, which sometimes is the president or director and other times may be the development staff.

Pedigree Foundation
Pedigree Foundation

Leadership: Julie Duke, Executive Director
Timeframe: 2015

 

 

 palmcoast
Palm Coast Arts Foundation

Leadership: Dave Hertle, Trustee
Timeframe: 2011

 

 

the-spring
The Spring of Tampa Bay

Leadership: Joanne Lighter, President & CEO
Timeframe: 2010

 

 

mdhallMaryland Hall for the Creative Arts

Leadership: Linnel Bowen, Executive Director
Timeframe: 2002
Study commissioned by the Mayor’s Office of the City of Annapolis and the Dept of Planning & Zoning for the city of Annapolis.

 

sshsa
The Steamship Historical Society of America

Leadership: Matthew Schulte, Executive Director
Timeframe: 2011

 

 

schooner-va
Schooner Virginia
Leadership: Jon Gorag, Executive Director
Timeframe: 2006