One of the key benefits of leveraging SEC filings is the ability to analyze past, present, and future insider wealth trends. By examining historical data, researchers can identify compensation trends, stock gift values and cycles of giving, which can impact fundraising strategies. This type of 'surfaced' analysis provides valuable insights...
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Real-time Alerts on Corporate Insiders
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...
Timing the ‘Ask’
One of the key elements of fundraising is having an up-to-date and accurate understanding of changes in a potential donor's financial situation. This information is critical to the timing of an "Ask". Our clients are clear about the necessity for timely and accurate data. So, let's review a few elements...