The document is a confidential wealth analysis and solicitation profile for Daniel Miller, a retired CEO with a significant estimated net worth of over $4 million. It provides details about his career, education, charitable contributions, and identified assets, indicating a modest potential for annual giving to Cumberland University. Additionally, the report highlights challenges in evaluating his charitable giving history and emphasizes his involvement with military families and local community organizations.

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
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3. Mr. Daniel Miller
Former CEO, Defense Engineers, Inc.
Board Member, Charleston Trade Association
Confirmed Primary Residence
104 Mallard Drive Street
James Island, SC 29412
Cell Phone: (843) 300‐4373 – Currently in Hilton Head, SC
Born: French
Birthdate: March 6, 1946
Age: 66, Retired 8/12
Married wife: Helen, 60
(c) 2012 Rainmaier Solutions Ltd. Co. 3

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.
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6. This evaluation is based on Form 4 SEC Filings Insider‐Trading Reports and
Compensation Reports subject to public disclosure. During his tenure as CEO of Defense
Engineers, Inc. Moody quintupled his shares of company stock to 565,000 shares.
The stock price rose from a low of $1.25 in 3/07 to a high of $5.26 in 5/11, driven by the
news of its merger with General Defense, Inc. Moody disposed of 22,454 shares in 5/11,
which produced a cash windfall of $118,107.
Rainmaker Solutions excluded the value of non‐exercisable options from the estimated
net worth because there was insufficient information available to satisfy standard option
values models, such as the maturity dates.
Other obstacles to an evaluation of Miller’s wealth were his retirement in 8/12, and the
simultaneous acquisition of Defense Engineers by General Defense. His previous
employer no longer exists – and he is no longer required to disclose his related stock
transactions to the public.
(c) 2012 Rainmaier Solutions Ltd.
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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.
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8. In August 2011, The Military Honors Society of Charleston presented the first General
Earnest C. Montague Friends of George Washington Award to Mr. Daniel Miller,
Chairman and CEO of Defense Engineers, for his contributions to the military and the
Greater Charleston community. This article emphasizes his concern for military families.
While the article lauds Mr. Miller as a generous supporter of many Charleston‐based
community organizations, Rainmaker’s rigorous search of two major charitable giving
databases yields only two contributions – listed on the previous slide.
We assume that Mr. Miller received this award because he made a generous contribution
to the Military Honors Society, but the details of this presumed gift is not available on the
recipient’s website or these industry‐standard databases.
In general, it appears that Mr. Moody holds modest potential as a $1,000‐$5,000 annual
fund prospect for Cumberland University, without a previous giving history,
(c) 2012 Rainmaier Solutions Ltd.
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