Description: Providing tools to monitor the stock holdings of top donors and alums for colleges, universities as well as helping fund raising and development professionals manage their relationships with top and high potential donors
prospecting (156) high net worth (67) fundraising tools (6) prospect research tools (2) increase fundraising (2) prospect management services (2) wealthengine (2) prospect tools (2) donation tools (2) wealth identification (2)
Quick Samples
Buying/Selling Activity
Alum Name Date Shares Market Value School Name XXXXXXXXX Ara K (Chairman of Bd., ...) 2023-06-21 40,000 $3,992,288 University of Pennsylvania XXXXXX S Robson (Director) 2023-06-29 2,149,275 $330,918,650 University of Arkansas XXXXXXX Edward S () 2023-06-13 89,344 $13,465,356 Yale University XXXXXXXXXX Stephen A (See Remarks) 2023-06-15 3,000,000 $25,500,000 Yale University XXXXXX S Robson (Director) 2023-06-28 1,527,729 $237,277,218 University of Arkansas XXXXXX S Robson (Director) 2023-06-27 581,908 $90,10