Internet Research Resources Presented by David Lamb Prospect Research Consultant Blackbaud Analytics.

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Presentation transcript:

Internet Research Resources Presented by David Lamb Prospect Research Consultant Blackbaud Analytics

2 What you can usually find Indications of wealth Stockholdings of public company insiders Salaries of top public company employees Real estate values Salary surveys Affiliations Professional directories

3 What you can sometimes find 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

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:Hoovers 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 web site Company data Press releases Executive bios SEC filings if any Go to Marketwatch to update latest trades since proxy, if applicableMarketwatch

6 If you don’t know where the prospect works Check ($$)10K Wizard or (free) SECInfo.com to see if the person is an insider10K WizardSECInfo.com Check the FEC site for address, employer and title information – if available – as well as political contributionsFEC If prospect is a doctor or lawyer, search the appropriate directories to find professional information AMA Physician Select AIM (Administrators in Medicine) DocFinder Martindale-Hubbell FindLaw ($$) KnowX has information on:KnowX 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 activestate corporations office

7 For all prospects Real estate: Zillow, Tax Assessor DatabaseZillowTax Assessor Database Look for foundation affiliations at Guidestar and GrantsmartGuidestar Grantsmart Professional directories: Zoom, Ziggs & ZabaZoomZiggsZaba Check Infospace for correct phone numbersInfospace ($$) Check Waltman Donor Database and/or NOZA for gifts made by your prospectWaltman Donor DatabaseNOZA Check OneStepBirthdays for a birthdayOneStepBirthdays ($$) Biography SearchBiography Search ($$) Find news at FactivaFactiva Google

8 Resources David Lamb’s Prospect research page: APRA: Internet Prospector: PRSPCT-L: groups.yahoo.com/group/PRSPCT-L groups.yahoo.com/group/PRSPCT-L Blackbaud Analytics: analytics.blackbaud.com analytics.blackbaud.com