Internet Research Resources

Presented by David Lamb

Prospect Research Consultant

Blackbaud Analytics

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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

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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

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What you can never find

Bank account balances Non-insider stockholdings Private investments Whatever the prospect wants to keep

private

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If you know where the prospect works

Check for a Hoovers profile of the company for: 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 data Press releases Executive bios SEC filings if any

Go to Marketwatch to update latest trades since proxy, if applicable

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If you don’t know where the prospect works Check ($$)10K Wizard or (free) SECInfo.com to see if the

person is an insider Check the FEC site for address, employer and title information

– if available – as well as political contributions 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: 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 active

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For all prospects

Real estate: Zillow, Tax Assessor Database Look for foundation affiliations at Guidestar and

Grantsmart Professional directories: Zoom, Ziggs & Zaba Check Infospace for correct phone numbers ($$) Check Waltman Donor Database and/or NOZA

for gifts made by your prospect Check OneStepBirthdays for a birthday ($$) Biography Search ($$) Find news at Factiva Google

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Resources David Lamb’s Prospect research page:

www.lambresearch.com APRA: www.aprahome.org Internet Prospector:

www.internet-prospector.org PRSPCT-L: groups.yahoo.com

/group/PRSPCT-L Blackbaud Analytics:

analytics.blackbaud.com