FundSvcs Community

**Cross posting here from PRSPCT-L because I know some of you don't have an account there.** Hey all! A few months ago, I posted a thread <https://www.aprahome.org/p/fo/st/topic=499&post=27333#p27333> sharing a dataset that I collected containing various open data sources that we tend to use to identify wealth (ex. political giving, property valuations, SEC Insiders, etc.). While useful, I know that trudging through Excel worksheets isn’t the most preferable for everyone, so I created a dashboard to search and export that information, located here <https://sgrimes.shinyapps.io/WealthDashboard/>. The dashboard includes the ability to: - Dynamically search through the entire Open Data Wealth Datasets I’ve collected so far - Export whatever records you need (up to 1,000 at a time) - Filter by whatever fields you’re interested in - Share easily with colleagues Also, the data set now includes individuals who have registered an aircraft with the FAA, and my next order of business with this is to update the data before the end of the year. By this time next year, I hope to have included a larger collection of state political giving, importing patent information, and public board memberships. If you still want the raw data, you can find it here <https://drive.google.com/file/d/1ZoovQZ9wKbIRW4-gODhBRxpGf3aALh8c/view?usp=sharing>. Please let me know if you have any questions! ps If anyone wants the code from R, I’m happy to share it (I haven’t gotten around to making a Github yet). *Steve Grimes* * Director, Development Analytics and Strategy Jazz at Lincoln Center Venue / Frederick P. Rose Hall / Time Warner Center, 5th Floor Offices / 3 Columbus Circle, 12th Floor, New York, NY 10019 sgrimes@jazz.org <sgrimes@jazz.org> / jazz.org <http://jazz.org>* -- Steve Grimes 718.795.8026

Incredibly useful, Steve. Thank you for sharing! John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Sep 3, 2019 at 7:04 AM Steve Grimes <grimessjr@gmail.com> wrote: > **Cross posting here from PRSPCT-L because I know some of you don't have > an account there.** > > > Hey all! > > > > A few months ago, I posted a thread > <https://www.aprahome.org/p/fo/st/topic=499&post=27333#p27333> sharing a > dataset that I collected containing various open data sources that we tend > to use to identify wealth (ex. political giving, property valuations, SEC > Insiders, etc.). While useful, I know that trudging through Excel > worksheets isn’t the most preferable for everyone, so I created a dashboard > to search and export that information, located here > <https://sgrimes.shinyapps.io/WealthDashboard/>. > > > > The dashboard includes the ability to: > > - Dynamically search through the entire Open Data Wealth > Datasets I’ve collected so far > > - Export whatever records you need (up to 1,000 at a time) > > - Filter by whatever fields you’re interested in > > - Share easily with colleagues > > > > Also, the data set now includes individuals who have registered an > aircraft with the FAA, and my next order of business with this is to update > the data before the end of the year. By this time next year, I hope to have > included a larger collection of state political giving, importing patent > information, and public board memberships. If you still want the raw data, > you can find it here > <https://drive.google.com/file/d/1ZoovQZ9wKbIRW4-gODhBRxpGf3aALh8c/view?usp=sharing>. > Please let me know if you have any questions! > > > > ps If anyone wants the code from R, I’m happy to share it (I haven’t > gotten around to making a Github yet). > > > > *Steve Grimes* > > > > > * Director, Development Analytics and Strategy Jazz at Lincoln Center > Venue / Frederick P. Rose Hall / Time Warner Center, 5th Floor Offices / 3 > Columbus Circle, 12th Floor, New York, NY 10019 sgrimes@jazz.org > <sgrimes@jazz.org> / jazz.org <http://jazz.org>* > > > -- > Steve Grimes > 718.795.8026 > >

Thank you, Steve, this is a great tool! Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://calendly.com/sage70/30min On Tue, Sep 3, 2019 at 9:04 AM Steve Grimes <grimessjr@gmail.com> wrote: > **Cross posting here from PRSPCT-L because I know some of you don't have > an account there.** > > > Hey all! > > > > A few months ago, I posted a thread > <https://www.aprahome.org/p/fo/st/topic=499&post=27333#p27333> sharing a > dataset that I collected containing various open data sources that we tend > to use to identify wealth (ex. political giving, property valuations, SEC > Insiders, etc.). While useful, I know that trudging through Excel > worksheets isn’t the most preferable for everyone, so I created a dashboard > to search and export that information, located here > <https://sgrimes.shinyapps.io/WealthDashboard/>. > > > > The dashboard includes the ability to: > > - Dynamically search through the entire Open Data Wealth > Datasets I’ve collected so far > > - Export whatever records you need (up to 1,000 at a time) > > - Filter by whatever fields you’re interested in > > - Share easily with colleagues > > > > Also, the data set now includes individuals who have registered an > aircraft with the FAA, and my next order of business with this is to update > the data before the end of the year. By this time next year, I hope to have > included a larger collection of state political giving, importing patent > information, and public board memberships. If you still want the raw data, > you can find it here > <https://drive.google.com/file/d/1ZoovQZ9wKbIRW4-gODhBRxpGf3aALh8c/view?usp=sharing>. > Please let me know if you have any questions! > > > > ps If anyone wants the code from R, I’m happy to share it (I haven’t > gotten around to making a Github yet). > > > > *Steve Grimes* > > > > > * Director, Development Analytics and Strategy Jazz at Lincoln Center > Venue / Frederick P. Rose Hall / Time Warner Center, 5th Floor Offices / 3 > Columbus Circle, 12th Floor, New York, NY 10019 sgrimes@jazz.org > <sgrimes@jazz.org> / jazz.org <http://jazz.org>* > > > -- > Steve Grimes > 718.795.8026 > >