Insider Stock & Compensation
Insider Stock & Compensation is a Premium course brought to you by the Prospect Research Institute.
Imagine the next time you point out a prospect’s history of gifting stock for a front-line fundraiser and she stops you in the hall and tells you how she was able to overcome the prospect’s objection to an ask by offering the option of gifting appreciated stock. How cool would that be?
You’re smart – you just need someone to break it down into digestible pieces. The fundraising climate after the Great Recession isn’t necessarily bleak, but it is very different. The group of people with the ability to make transformational gifts is getting smaller – and wealthier.
This course teaches you how to find, understand and share how your prospect’s insider stock and compensation can turn into a gift. I have been reading financial filings for more than 20 years, both in the corporate and not-for-profit world. Let me share my secrets with you for teasing out the numbers that are relevant for fundraising.
- Demystify the world of executive compensation and stock trading – for yourself and your front-line fundraiser
- Find, calculate and present stock holdings and options on real people
- Use Excel to calculate stock and options
- Clearly present executive compensation so there is no confusion or double-counting between cash and stock
- Find out whether a prospect has a history of gifting stock
- Learn exactly which sources to use for quick, qualifying information as well as for a deep dive into all the details
- Make good estimates of wealth from past or future events such as termination or takeovers
- Communicate complicated wealth information in simple, understandable terms so your front-line fundraiser can act on the information
