Donor profiling is the craft of interpreting the public wealth and values information available for a particular prospect, so the fundraiser can ask for the right amount at the right time.
1. Wealth Analysis & Solicitation Profile
Confidential Report Prepared for Ms. Dorothy Sanders
Cumberland University – Charleston, SC
This is a fictional sample, based on an actual profile.
2. Giving Capacities Minimum Maximum
Maximum Gift (3-5 Years) $200,000 $250,000
Annual Fund $20,000 $40,000
Planned Gift $1,500,000 $2,500,000
Identified Assets Estimate
Compensation $1,350,403
Real Estate $935,152
Investments $1,887,000
Stocks Options $58,302
Source Level
Identified Net Worth $4,230,857 Rainmaker Minimum
Estimated Net Worth $1,000,000 Larkspur Minimum
(c) 2012 Rainmaker Solutions Ltd. Co. 2
4. Career & Education
Occupation: Defense Manufacturing Executive
Education: BA in Economics, Les Grands Ecoles, Paris, France
Certification: Certified Practicing Accountant, France.
Career Profile
CEO, Chairman, Defense Engineers, Inc., 2008— retired 8/12
President, Defense Engineers, Inc., 2007—
Interim CEO, Defense Engineers, Inc., 2008
COO, French‐American Trade Association
Senior Vice President of Corporate Development, Defense Engineers Association
Board Directors, Fifth Republic Enterprises
Associate, French Society of Accountants
(c) 2012 Rainmaier Solutions Ltd.
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5. Daniel Miller was appointed President of Defense Engineers, Inc. in September
2007. He was appointed Interim Chief Executive Officer on February 1, 2008 and
Chief Executive Officer on February 29, 2008. Miller has more than 30 years of
senior management experience in operational management, reorganizations,
acquisitions and business transformations.
From 2005 to 2007, Miller provided business and financial advisory services to
privately-held businesses. Miller was the Chief Operating Officer at the French-
American Trade Association and Senior Vice President of Corporate Development
for Fifth Republic Enterprises – a mutual insurance company.
Miller received the designation of Certified Practicing Accountant (France) and
became an Associate with the French Society of Accountants. He holds a Bachelor
of Arts in Economics from Les Grandes Ecoles in Paris, France. He retired from
Defense Engineers in August, 2012. In retirement, he serves of the Board of the
Charleston Trade Association, promoting economic development.
(c) 2012 Rainmaker Solutions Ltd. Co. 5
7. Known Charitable Contributions
Recipient Gift Range Date
Charleston Technical College $2,500 - $5,000 2010 -2011
Montague Private Academy $1,000 - $2,000 2011 – 2012
Chief Interests Higher Education
Military Families
This slide provides a snapshot of confirmed, domestic charitable contributions,
resulting from a rigorous search of two major, research databases of charitable
contributions for Michael and/or Barbara Moody. Please see the next slide for a
detailed philanthropic profile.
(c) 2012 Rainmaier Solutions Ltd.
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