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Prospect Research 101 Presented by David Lamb Prospect Research Consultant Blackbaud Analytics

Prospect Research 101 Presented by David Lamb Prospect Research Consultant Blackbaud Analytics. What you can usually find . Indications of wealth Stockholdings of public company insiders Top officer Director 5% shareholders Salaries of top public company employees Real estate values

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Prospect Research 101 Presented by David Lamb Prospect Research Consultant Blackbaud Analytics

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  1. Prospect Research 101Presented by David LambProspect Research ConsultantBlackbaud Analytics

  2. What you can usually find • Indications of wealth • Stockholdings of public company insiders • Top officer • Director • 5% shareholders • Salaries of top public company employees • Real estate values • Salary surveys • Affiliations • Professional directories

  3. Inheritances Affiliations Nonprofit Corporate Family Donations Biographical Age Business history Who’s who Assets other than stock or real estate Boats Airplanes Art Proceeds of a private company sale What you can sometimes find

  4. What you can never find • Bank account balances • Non-insider stockholdings • Private investments • Whatever the prospect wants to keep private

  5. If you know where the prospect works • Check for a Hoovers profile of the company for: • Company data • Proxy statement if any to find equity and salary • Links to the company web site • Go to the company web site if found for: • Company data • Press releases • Executive bios • SEC filings if any • Go to Marketwatch to update latest trades since proxy, if applicable

  6. If you don’t know where the prospect works • Check ($$)10K Wizard or (free) SECInfo.com to see if the person is an insider • Check the FEC site for address, employer and title information – if available – as well as political contributions • If prospect is a doctor or lawyer, search the appropriate directories to find professional information • AMA Physician Select • AIM (Administrators in Medicine) DocFinder • Martindale-Hubbell • FindLaw • ($$) KnowX has information on: • Owners and officers • Real estate • If KnowX turns up companies affiliated with your prospect, go to the state corporations office to determine if the companies are still active

  7. For all prospects • Real estate: Zillow, Tax Assessor Database • Look for foundation affiliations at Guidestar and Grantsmart • Professional directories: Zoom, Ziggs & Zaba • Check Infospace for correct phone numbers • ($$) Check Waltman Donor Database and/or NOZA for gifts made by your prospect • Check OneStepBirthdays for a birthday • ($$) Biography Search • ($$) Find news at Factiva • Google

  8. Resources • David Lamb’s Prospect research page: www.lambresearch.com • APRA: www.aprahome.org • Internet Prospector: www.internet-prospector.org • PRSPCT-L: groups.yahoo.com/group/PRSPCT-L • Blackbaud Analytics: analytics.blackbaud.com

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