There's nothing worse than giving a frontline officer 'stale' information on a prospect or donor. Imagine scheduling a visit only to find the prospect has changed jobs or companies, or the data you're working with is from two or three years ago. Your advancement teams need real-time alerts on Wealth...
Proxy Fights: Activist Investor’s Effect on Fundrasing
Spoiler alert! The growing pushback from activist investors towards corporate management is becoming more evident, with over 732 filings in the past 12 months providing insight into ongoing Board-level conflicts. The historic date of March 6th, 2024, marked a record-breaking number of proxy fight submissions to the SEC EDGAR system....
SEC Filings . . . a Garden of Charitable Giving
When it comes to charitable gifting, vital information about an insider's wealth and affinity for donating cash or gifting stock remains a valuable clue for foundation advancement teams. One reliable source is SEC filings. It's a veritable garden of happy surprises, often buried in the footntotes of insider filings and...