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...
New features on Kaleidoscope’s Insider Focus
Kaleidoscope’s Insider Focus released new features over the past 6 months, communicating and innovating with our clients! Great strides have been accomplished because of your feedback. Net Value of Stock Sales – Insider Focus calculates the NET of the sale when a conversion occurs, deducting the exercise price from the gross...
Refresh Donor Prospect Lists and Wealth Profiles
Refresh Donor Prospect Lists and Wealth Profiles As we step into the new year, it presents a wonderful opportunity to re-examine and refresh those donor prospect lists. In 2023 alone, an astonishing 34,352 executive and director changes have taken place in public companies over the past 12 months. How...
Export Insider Focus Results to Excel
Export Insider Focus Results to Excel When it comes to prospect research and development, having accurate and timely wealth data is crucial. Are you equipped with the most comprehensive and up-to-date list of wealth data extracted from SEC filings? And if you're looking to organize your list of prospects based...