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CARA SOUTHERN CALIFORNIA SPRING 2005 SEMINAR DAY Friday, April 29, 2005 “Lifestyles of the Zip and Famous”

CARA SOUTHERN CALIFORNIA SPRING 2005 SEMINAR DAY Friday, April 29, 2005 “Lifestyles of the Zip and Famous”. Presented by Nancy Ellis Taylor Assoc. Dir., Communications & Research Services University of Southern California netaylor@usc.edu. Overview:.

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CARA SOUTHERN CALIFORNIA SPRING 2005 SEMINAR DAY Friday, April 29, 2005 “Lifestyles of the Zip and Famous”

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  1. CARASOUTHERN CALIFORNIA SPRING 2005 SEMINAR DAYFriday, April 29, 2005“Lifestyles of the Zip and Famous” Presented by Nancy Ellis Taylor Assoc. Dir., Communications & Research Services University of Southern California netaylor@usc.edu

  2. Overview: We’ll take a look at wealthy zip and real estate resources and how to use them identify major gift prospects in your database.

  3. Wealthy Zip Codes & You: Quick Tips 1. It’s an art, not a science. 2. The further you go, the less you know. 3. Think bulk. 4. Think quick. 5. Go residential. Commercial properties are another presentation.

  4. Wealthy Zip Codes & You: Basic Uses 1.Database screening 2. Quick comps 3. Qualifying individual major gift prospects

  5. Wealthy Zip Codes: Resources THE First Stop on the Zip Code Tour of Wealth: Forbes The Most Expensive Zip Codes http://www.forbes.com/lifestyle/bestlife/2003/07/11/cx_bs_0711home.html

  6. Wealthy Zip Codes: Resources: Comps 1.Ave. Home Price: MelissaData Zip, City, Phone Lookup http://www.melissadata.com/lookups/zipcityphone.asp 2.What’s My Home Worth: Yahoo! Real Estate http://realestate.yahoo.com/ 3.Never Heard of It: Google http://www.google.com/ 4. Dataquick: S. Calif. Home Sale Activity http://www.dqnews.com/ZIPLAT.shtm 5. Dataquick: Orange Co. Home Sale Activity http://www.dqnews.com/ZIPOCR2004.shtm

  7. Wealthy Zip Codes: Resources: Income 1. 2000 Census Data: The Rite Site http://www.easidemographics.com/ 2. Mortgage Calculator: Homes on latimes.com http://www.homefinder.com/latimes/index_search.jhtml?custom=1

  8. Wealthy Zip Codes: Resources: Zip Lists 1. L.A. Communities by Zip http://www.losangelesalmanac.com/topics/Communications/cm02a90001-90899.htm 2. O.C. Communities by Zip http://www.ocalmanac.com/Communications/cm02_zips.htm 3. Top 25 California Zip CodesRanked by the number of million-dollar homes sold in 2004http://www.dqnews.com/CHMDH0205.shtm

  9. Wealthy Zip Codes: Resources: Other 1. Wealthy Zip Codes from USC http://www.usc.edu/dept/source/zipcode/index.htm 2. Wealthy Zip Codes: You Decide http://www.usc.edu/dept/source/zipcode/SuggestedZips.htm 3. American Demographics: Exploring America’s Richest Zip Codes http://www.adage.com/

  10. Wealthy Zip Codes: Resources: Just for Fun 1. Donor Zip Look Up: FEC Info http://www.tray.com/fecinfo/ 2. Bankrate.com: Fun Stuff (celeb homes) http://www.bankrate.com/brm/news/real-estate/fun-stuff.asp 3. NYC Real Estate: Curbed http://www.curbed.com/archives/2005/03/18/celebrity_real_estate_wrap_britney_slashes.php

  11. Real Estate Wealth: Quick Tips 1. Location is just the beginning. 2. The more properties the merrier. 3. Apartments/retail complexes can mean extra income. 4 . Remember assessment quirks. 5. Read: L.A. Times Sunday Real Estate; WSJ Friday Real Estate, etc.

  12. Real Estate Wealth: Resources: Assessed Value 1. Nationwide: SearchSytsems http://www.searchsystems.net/ 2. L.A. County: L.A. Co. Assessor http://assessormap.lacountyassessor.com/mapping/viewer.asp

  13. Real Estate Wealth: Resources: Pay-per-View 1. LexisNexis Assets http://www.nexis.com/research 2. Dataquick http://www.dataquick.com/

  14. Real Estate Wealth: The Formulas: Net Worth 1. Net worth = 2x total real estate value (regular guy rate) 2. Net worth = 5x total real estate value (holdings above $400,000--UV study)http://www.usc.edu/dept/source/NetWorth2.htm 3. Net worth = 3x total real estate value (holdings below $400,000--UV study)http://www.usc.edu/dept/source/NetWorth2.htm

  15. Real Estate Wealth: The Formulas: Gift Potential 1. Net worth = 5x total real estate value (UV study)5% of estimated net worth = estimated giving capability http://www.usc.edu/dept/source/NetWorth2.htm 2. Net worth = 3x total real estate value (UV study)3% of estimated net worth = estimated giving capability http://www.usc.edu/dept/source/NetWorth2.htm

  16. In Closing (note real estate pun) Real estate is the most common wealth indicator available to researchers. Wealthy zip codes and property values are a key to discovering gift potential among prospects. Just remember, these are analysis tools and not absolute guarantees and you’re on your way to cultivating major gifts from the Zip and Famous! And now for Q&A and your tips, too!

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