Proxy forms. Stock options. Derivatives. Sometimes, it can feel like you need an advanced business degree to determine a donor prospect’s investment wealth. But what information do you really need to know for prospect research purposes?
Join fundraiser, consultant and author Jen Filla for an interactive session where you will learn key concepts necessary to assess wealth from SEC filings as well as an in-depth look at two filings, the proxy and the Form 4.
Come prepared to participate in whiteboard activities and answer true and false questions throughout the presentation. Whether you are a seasoned pro or brand new to the world of SEC filings, you will gain a new perspective.
Jen Filla, the co-author of Prospect Research for Fundraisers: The Essential Handbook, is CEO of Aspire Research Group LLC, which helps organizations find and connect with their best donor prospects. She also serves as president of the Prospect Research Institute, which provides online resources to train fundraising intelligence officers. Filla has authored several research workbooks, and she has served as a volunteer and trustee for various organizations, including AFP-FL Suncoast, Habitat for Humanity of Delaware County and The Center Foundation.
Jointly hosted by Apra Maryland and CARA
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