LOCATION: Georgia Center for Nonprofits, 100 Peachtree Street NW, Suite 1500, Atlanta, GA 30303
Intermediate Course within Nonprofit University’s
Development Institute.
Prospect research is a technique used by development teams to learn more about the personal backgrounds, giving histories, wealth indicators, and philanthropic motivations of your donors, allowing you to evaluate a prospect’s capacity to give and their affinity for your organization.
LOCATION: Milwaukee, Wisconsin
Apra-Wisconsin will be holding a fantastic and very affordable (it’s free!) summer networking opportunity, hosted by Greater Milwaukee Foundation. It will include a presentation from Marquette University and roundtable discussions on prospect research basics, professional development, and advocacy.
LOCATION: Maine Medical Center, Dana Room 3, 22 Bramhall Street, Portland, ME
Ever wondered how much Hedge Fund managers earn? OR how much a CFO made at an IPO? OR where to find the charitable giving code in an insider holding filing? Come learn about public SEC forms to identify and confirm wealth indicators. We’ll be exploring direct and indirect stock holdings, valuing restricted stock units, salary and other compensation including expense reimbursements and retirement compensation, company ownership/controlling interest and other assets. Forms we’ll review include: Forms 3 and 4, Proxies (DEF14A), ADV Forms (Investment Management Firms), brochures and more.
