Due in no small part to the generosity of the prospect research community, the Prospect Research Institute continues to innovate to meet the needs of fundraising researchers. As a result of community feedback the Institute has introduced a new two-week workshop format and hired two new instructors. “The workshop format accommodates wiggly topics such as… Read More »
Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this liability. The shareholder will avoid paying capital gains tax… Read More »
We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… Read More »