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

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

Aug 22, 2022 380 likes •1.08k views

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,

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HELP! I HAVE NO BUDGET

Libby Feil Franciscan Health Foundation Libby.Feil@FranciscanAlliance.org

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

What Can I Find for Free?

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How Is That Possible?

 Individuals  Private organizations  Government  Libraries

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Does Free Mean Not Useful?

 No, but it usually means more work  Checking multiple sites manually  Thinking creatively  Paying close attention

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First, Go to the Source

 LinkedIn  Facebook  Bios

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Next, Turn to Outside Sources

 Indiana focus  Analogous resources exist for most states

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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

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Property: Land & Buildings

 IN Assessed Value database  County property databases  Zillow (residential)  LoopNet (commercial)  (EWG Farm Subsidy Database)

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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

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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)

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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

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Other Wealth Indicators: Political Giving

 FEC Campaign Finance Database  OpenSecrets Donor Lookup  DonorSearch’s DSGiving beta test

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Other Wealth Indicators: Hobbies, Clubs, Etc.

 Facebook  Golf Handicap Information Network  Targeted Google search for club memberships  Offshore Leaks Database

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Nonprofit Boards/Volunteers

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

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Charitable Giving

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

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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

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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!

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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

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Filling in the Background: News

 Local and regional newspapers  Google search  Newspaper databases through local public and college

libraries

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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