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 many of these were your alumni or known donors? How did the change affect their overall wealth?

This staggering revelation raises a laundry list of significant questions…  

  • Where are your alumni currently employed today?
  • Who are their colleagues, board members today and in the past?
  • What is their latest total cash compensation?
  • What are their stock holdings are worth in today’s market?
  • Any history of donations of securities and what was the value of the gift?
  • Is there a “matching gift program” for officers and directors?
  • Are there new alumni in recent IPOs or mergers?
  • What happened to the insider stock holdings post-merger?

These questions and many more are answered in Kaleidoscope with Insider Focus. (brochure link)

Insider Focus eliminates the onerous task of searching through thousands of SEC filings. What used to take hours, now is generated in seconds. Let us show you how. 

Designed to dramatically simplify insider research with vital, accurate facts extracted from SEC filings, Insider Focus streamlines donor and alumni indentification. Features like financial snapshots summarize wealth from various sources and provides the down and dirty details in succinct table formats for easy downloading and direct verification links to sources.

One simple search generates a “silver platter” of aggregated and summarized insider information.  Background summaries, wealth tables and mapped connections to colleagues are surfaced in a comprehensive profile.  Sleek,  and organized, Insider Focus unveils the past, present wealth sources and future liquidity events.

Create and receive real-time alerts on changes. Save and/or share search criteria, Excel lists of results with team members for collaborative research. 

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