Best Prospects Consulting

Customized Prospect Research

Reportable Transaction Monitor

This latest product offering from Best Prospects Consulting can help unlock the hidden wealth within your data! The Reportable Transaction Monitor will send you an email alert when a reportable stock transaction is made by a potential donor. With our Reportable Transaction Monitor, we’ll work with you to identify and monitor donors and prospects within your existing database who are ‘insiders’— prospects who own reportable shares of a publicly-traded company.

As part of the process, Best Prospects Consulting will deliver customized reports to you for the insider population identified so you know not only who the insiders are but the value of any holdings or transactions completed in the past year! We then offer a convenient monitoring service, sending you email alerts whenever an insider on your monitoring list performs a reportable stock transaction.

Imagine knowing that a donor or prospect affiliated with your institution just executed a stock sale worth millions? Or better yet, imagine knowing that your donor or prospect is planning to sell securities sometime in the next 45 days? You will know before it happens! This will enable your organization to know when to ask for that major gift.

Call Best Prospects Consulting today to schedule your next insider data screen or sign up for our Reportable Transaction Monitor alerts. Unlock the wealth potential in your data!