HELP! I HAVE NO BUDGET Libby Feil Franciscan Health Foundation - PowerPoint PPT Presentation

HELP! I HAVE NO BUDGET Libby Feil Franciscan Health Foundation Libby.Feil@FranciscanAlliance.org

What Can I Find for Free?  Education  Charitable giving  Jobs/career  Contact information  Real estate  Family history  Boats, planes, horses, art  News  Stock holdings  Cautionary information  Salaries  Political giving  Hobbies & interests  Board memberships

How Is That Possible?  Individuals  Private organizations  Government  Libraries

Does Free Mean Not Useful?  No, but it usually means more work  Checking multiple sites manually  Thinking creatively  Paying close attention

First, Go to the Source  LinkedIn  Facebook  Bios

Next, Turn to Outside Sources  Indiana focus  Analogous resources exist for most states

Education & Work General:  IN]BIZ  IN MyLicense  (FEC Campaign Finance Database) Specific:  Lawyers: IN Roll of Attorneys  Publicly traded company execs/directors: EDGAR  Investment advisors/stockbrokers: FINRA Broker Check or SEC Investment Adviser Public Disclosure  Bank officers: Federal Reserve Bank FR Y-6 filings  Farmers: EWG Farm Subsidy Database  Doctors: NPPES NPI Registry, NPIdb.org

Property: Land & Buildings  IN Assessed Value database  County property databases  Zillow (residential)  LoopNet (commercial)  (EWG Farm Subsidy Database)

Property: Transport & Art  FAA Aircraft Inquiry (airplanes)  Equibase (horses)  BoatInfoWorld Vessel Search, NOAA Fisheries’ USCG Vessel Search (5-ton+ boats), Yachting Journal Directory  Don’t forget to search for owned business & LLC names  Controller.com: value of similar planes  Equine.com: value of similar horses  YachtWorld: value of similar boats  Sotheby’s, Christie’s: value of similar artwork

Stock Holdings  Shares of publicly traded companies: EDGAR  Shares of banks: Federal Reserve Bank FR Y-6 filings  Shares of other private companies: news sources, IN]BIZ, FINRA BrokerCheck/SEC Investment Adviser Public Disclosure  Yahoo! Finance (value)

Salaries & Income General:  glassdoor  Targeted Google search for salary estimates in your area Specific:  Top execs & directors at public companies: EDGAR  Banks: Federal Reserve Bank FR Y-6 filings  Farmers: EWG Farm Subsidy Database  Union leaders: Center for Union Facts  Top nonprofit execs: 990 filings (e.g. thru ProPublica)  Federal employees: FedsDataCenter  Some IN state employees: IN Transparency Portal  Other IN state employees, incl public colleges: IN Gateway  IN county employees: IN Gateway

Other Wealth Indicators: Political Giving  FEC Campaign Finance Database  OpenSecrets Donor Lookup  DonorSearch’s DSGiving beta test

Other Wealth Indicators: Hobbies, Clubs, Etc.  Facebook  Golf Handicap Information Network  Targeted Google search for club memberships  Offshore Leaks Database

Nonprofit Boards/Volunteers  LinkedIn  ProPublica Nonprofit Explorer  Company bios  News sources  Targeted Google search for board service  Bookmarked important local nonprofit board websites

Charitable Giving  News sources  Targeted Google searches  DonorSearch’s DSGiving beta test

Filling in the Background: Companies  News sources  Google search  Publicly traded companies: EDGAR, Morningstar, Value Line, Yahoo! Finance (stock quotes)  Public & private companies: Mergent Intellect (Hoover’s + Dun & Bradstreet)  Bank/S&L: Federal Reserve Bank FR Y-6 filings

Filling in the Background: Contact Information  LinkedIn  Facebook  Company websites  Church websites  FEC Campaign Finance Database  Work e-mail addresses: Hunter  Phone numbers: ZabaSearch  Find and then verify!

Filling in the Background: Family Connections/History  Social Security Death Index  Legacy.com  IN Marriage License Public Lookup  Facebook  FamilySearch  IN Legacy  Ancestry, HeritageQuest Online

Filling in the Background: News  Local and regional newspapers  Google search  Newspaper databases through local public and college libraries

Filling in the Background: Negative Information General:  IN Case Search  IN MyLicense Specific professions:  Lawyers: IN Roll of Attorneys  Investment advisors/stockbrokers: FINRA Broker Check or SEC Investment Adviser Public Disclosure