Unfortunately we couldn’t find a single definitive source for how all of these processes/products/technologies stack up against each other so we thought we’d add [...]]]> What’s the difference between CASS, DPV, NCOA, PCOA, and name and address verification?

We get asked this question a lot and it was most recently highlighted on [PRSPCT-L] (thanks Michael!)

Unfortunately we couldn’t find a single definitive source for how all of these processes/products/technologies stack up against each other so we thought we’d add to the confusion.

Let’s start with an input address:

John Smith
1855 Washington Street Apartment 5K
Boston, MA 02118

Verification/standardization would reformat this to:

1855 WASHINGTON ST APT 5K
BOSTON MA 02118-1751

CASS (Coding Accuracy Support System – zip code verification) approved software is used to standardize the address to the properly formatted output.  This would help fix the zip code if it was bad and also append the ZIP+4 to the address.  Although opinions on verification vs. validation differ we prefer the following: http://www.qualitydigest.com/magazine/2009/may/column/verification-vs-validation.html - but that doesn’t necessarily apply to names and addresses.  We actually view this backwards because we can validate the address but verifying that the correct someone actually lives there is not that easy!

DPV (Delivery Point Validation) software is then used to validate that mail can be delivered to the address.  We’ve seen this vary quite a bit in some U.S. regions believe it or not.  At this point you know some more information about the address, but not the inhabitants.  If you have run DPV on your file then you should be able to readily identify what NOT to put in the mail because it will definitely be returned.

NCOA (National Change of Address) software then checks the CASS/DPV address against a list of known “registered” movers.  Registered movers are those who have filled out a change of address card.  Not all people fill them out when they move.  This will tell you if someone has moved from the address you submitted (and can tell you if it was just the one person or the entire household) but cannot tell you if the name and address you submitted is the person actually living there.

PCOA (Proprietary Change of Address) software then checks the CASS/DPV address against a list of proprietary databases compiled by credit card companies, utilities, and other institutions.  These will find between 20-30% more movers than NCOA, but once again can’t tell if the name and address you submitted is the person actually living there.

NAAV (Name and Address Verification) So now you want to know about Name AND Address verification?  For that you need someone who has a very, very, large database of names and addresses that’s very current.  With our data sources we are able to verify between 60-70% of input addresses.  Some sources, such as credit report header files can find much more.

So what should you expect to pay for all of this?  As far as we’re concerned – nothing.  That’s right, zero, ziltch, nada.

Others?  Well, here’s some pricing from the web:

• CASS/DPV – very few companies sell this as a standalone product but between $.05/M and $1.5/M on input depending on volume
• NCOA  - between $.35/M and $.75/M on input depending on volume
• PCOA – between $2.25/M and $4.00/M on input depending on volume
• NAAV – between $7.50/M and $12.00/M on output depending on volume

This [...]]]> May 8: Behind the Scores – The Untold Story of Data
Level: Intermediate
Time: 1:00pm – 2:00pm EST, 12:00pm – 1:00 pm CST, 11:00am – 12:00pm MST, 10:00am – 11:00am PST
Speakers: David M. Lawson, Partner, TrueGivers, LLC, and Melissa Kwilosz, Assistant Vice President for Strategic Reporting and Analytics, Arizona State University Foundation
Track: Prospect Identification

This webinar will take you behind the scores where you will discover invaluable intelligence about your prospect’s capacity, affinity, and philanthropic propensity.  David Lawson, a Partner with TrueGivers, LLC, will show you  how to identify and qualify prospects using over 200 data elements including home equity, household economic stability, discretionary income, buying behavior, lifestyle, personal interests, and philanthropic activities.  Melissa Kwilosz, Assistant Vice President for Strategic Reporting and Analytics at the Arizona State University Foundation will discuss how she has used the data to not only find prospects missed by traditional wealth screening, but also to better match the interests of their constituents with ASU’s programs and projects.  If you want to hear the story the data behind all those scores has been wanting to tell you, then this webinar is for you.

Learn more and register today.

Not an APRA member? Join today.

APRA Online Solutions Showcase

Take advantage of complimentary webcasts — exclusive to APRA members

The APRA Online Solutions Showcase provides you with complimentary year-round learning, through webcasts provided by APRA’s valued partners. Complimentary to APRA members, the Online Solutions Showcase will provide you with solutions for current challenges you may be experiencing, insights into optimizing your prospect pipeline and access to practical fundraising and prospect research content.

TrueGivers™ has developed [...]]]> Share of Wallet is a term used by companies to measure the percentage of consumer spending they are receiving. This analysis is done at the product level and also to compare performance against competitors. Wal-Mart wants to know how much of the market for toothpaste they are capturing while also understanding how their sales compare to Target.

TrueGivers™ has developed the Share of Giving Wallet™ to provide fundraisers with insights into how they are performing at the sector level. As part of your free screening you will receive this Share of Giving Wallet™ chart which details how your donors’ giving to your organization compares to their giving to others.

For the first time you can see how your mission is resonating (or not) with donors who have particular interests. Clients have successfully used this information to create more targeted messaging, and that has led to increased giving. What could you do differently if you had this information on your donors?

Screen your file with TrueGivers™ and find out.

Visit https://www.truegivers.com/account/register/ to get started now!

Using the NOZA® database we are able to Exact Match your file to over 300,000 people who have set-up a DAF at a community foundation.

These are individuals, couples, and families with the [...]]]> Records were set in 2011 for contributions to Donor Advised Funds (DAF). Every fundraiser wants to know who amongst their donors have a DAF, and now TrueGivers™ makes that possible.

Using the NOZA® database we are able to Exact Match your file to over 300,000 people who have set-up a DAF at a community foundation.

These are individuals, couples, and families with the discretionary assets and/or income necessary to establish a fund to support their philanthropy. These are also the people that are often among the most philanthropic in their communities. At TrueGivers™ we call them Professional Givers. A Professional Giver is someone who is proactive about their charitable activities including being involved in the fundraising activities of the organizations they support.

With your full TrueGivers™ results in hand, you will be able to cross-reference DAF information with the wealth data found in the Fundraising Intelligence Package to uncover people who have both high philanthropic propensity and high giving capacity. Add the affinity data gleaned from NOZA® and Zoom-Info®, and you can zero in on your best givers.

Find out who has a Donor Advised Fund and you could be setting fundraising records.

Visit https://www.truegivers.com/account/register/ to get started now!

But, we all know what’s happened to real estate values, and if you have ever done a screening you know that the value of someone’s [...]]]> The conventional screening formula for capacity is overly simple (and not very helpful) — total up the assets and multiple that by x%. This old-fashioned way of measuring wealth worked okay as long as home prices kept rising.

But, we all know what’s happened to real estate values, and if you have ever done a screening you know that the value of someone’s home is often the only asset used for capacity estimation. This has turned an already imperfect science into unreliable and misleading chaos.

TrueGivers™ recognized the new realities and that is why you will find much more than just the value of a prospect’s home. We also provide you with an estimate of the equity in that home. Why? Because knowing if a property is above or below the financial water line is now one of the most important indicators of a household’s discretionary wealth.

And we don’t stop there. Next, we then look at income, including discretionary income that can be spent on things like helping your organization meet its fundraising goals. Finally, we look at spending to see if that discretionary wealth and income is being used.

It’s time to move beyond assets to the far more important insights into your prospects discretionary wealth.

Visit https://www.truegivers.com/account/register/ to get started now!

Sophisticated Fundraisers now want to know “is this person a giver?” and “what are their interests?” It’s no longer about wealth, it’s about [...]]]> The Great Recession has changed many things including what you should settle for when it comes to screening. Gone are the days when just identifying a person’s assets, combined with his/her internal giving, to your organization was all you needed.

Sophisticated Fundraisers now want to know “is this person a giver?” and “what are their interests?” It’s no longer about wealth, it’s about giving. 

TrueGivers™, using the NOZA® database in combination with philanthropic indicators from our Fundraising Intelligence Package™, is able to provide you with the most comprehensive screening for giving capacity and interests and actual giving.

Your file is  exact Matched using name and home address ensuring that your results are actionable from day one. The days of laborious confirmation of poor proximity matches are over! No more shuffling through reams and reams of confusing screening results only to end up tossing them on a shelf out of frustration.

TrueGivers™ alerts you to where your donors are giving and clearly demonstrates what actionable fundraising intelligence can mean to you.

Visit https://www.truegivers.com/account/register/ to get started now!

TrueGivers™ [...]]]> It’s human nature to want to kick the tires and try before you buy. With screening that has always been a challenge because most vendors only allow you to send a test file of 500 or 1,000 records. While this limitation gives you some  idea of what to expect, in fact you really don’t know what is going to be delivered.

TrueGivers™ has changed the screening industry forever by offering to screen your entire file at no cost – even if you have millions of records. 

With your free and unlimited screening you receive a detailed Giving Analysis Profile that details your screening results. The GAP report goes way beyond just the number of matches. You are provided with key insights such as Share of Giving Wallet™, Hidden Potential, Giving Affinity Overview… and much more all at no cost.

The best part? You pay only for the records you want back. With TrueGivers™ you Screen, Select and Raise more money.

Visit https://www.truegivers.com/account/register/ to get started now!

You’ll see that this non-giving alum is being very generous with a well known environmental organization and that your $50 annual fund donor just gave $2.5 million to a performing center’s capital [...]]]> One of the benefits of the remarkable TrueGivers™ technology and databases is you get to see the same prospect or donor’s giving at different levels (or not at all) to different organizations.

You’ll see that this non-giving alum is being very generous with a well known environmental organization and that your $50 annual fund donor just gave $2.5 million to a performing center’s capital campaign. Wouldn’t you want to know this? Of course!

Because when you have the insights TrueGivers™ provides you could tell our alum about the environmental studies program at your university or the new performing arts facility you want to build with his/her help.

Unfortunately, the more common approach is to keep asking your alums for the programs you think they are interested in (most likely based on whatever degree they have) rather than on knowledge of their actual giving beyond campus walls. Beyond education, the nonprofit version of this is to communicate using broad themes, or random programs, hoping that something will pique their interest (and giving).

Armed with your TrueGivers™ results you will be able to perform a mission and interest match.  This is the process of taking the knowledge you have gained about the overall giving interests of your prospects and donors and more accurately matching those proven interests to your projects and programs.

Make a mission and interest match and enjoy the results.

Visit https://www.truegivers.com/account/register/ to get started now!

If you ended up on this page looking for information on “Mission Match” please continue on to http://emptytomb.org/ to find out more information about this program.