Stock Research for Nonprofits
When you need to know: What can I learn about my donors and prospects?
In-depth, contextual information helps you better understand each of your prospects so you can make the right ask at the right time.
Tracking a donor or prospect’s stock transactions can clue you into the key holdings of company insiders. Daily updates detail your prospect or donor’s investments and help predict strategy and timing for gift solictations.
- Track changes in financial position through portfolio monitoring
- Monitor transactions with automatic email alerts about trades and transactions
- Access direct links to Security & Exchange Commission (SEC) filings which are updated daily
- Research prospects for assets, board affiliation, company insider status and relationships
Call
Our support and sales teams are ready to help!
Call a specialist: 800-933-4446
.png)
