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 Company Reports 
 
J3 DonorWatch provides fund raising and development professionals at leading colleges and universities with a unique tool to manage their relationships with top and high potential donors. DonorWatch monitors the stock holdings of top donors and alums by using SEC filings, which all executives and board of director members at publicly-traded US companies are required to file.



Have recently raised their cash holdings by selling significant amounts
of stock


Have an increased net worth due to stock performance and purchases
Have recently acquired sizeable stock holdings or options Have reported donating large blocks of stock to non-profits
       


Having insight into the public holdings of these donors, empowers your team to opportunistically time giving requests when top donors:
Group accounts enable teams to share target lists    
Don’t know all of your alums with executive positions? Our custom “Power Searches” can build-up your target lists    

Detailed profiles provide over 5 years of transaction data

   
       
 

Know How Much and What Stocks Top Donors Own

Monitor the Overall Value of Donors’ Portfolios Over Time

Track All Recent Buying and Selling Activity

DonorWatch's easy to use interface and customizable fields enable users to categorize donors and add
their own personal notes to their accounts




Reports Show Most Recent Transactions for All Donors


Set Alerts for your Donors.
 
(Alerts are sent 1-3 miniutes from when the transaction is submitted to the SEC)


Select Summary Reports for all you Donor's Transactions

 


ForAdditional Information and pricing please call
J3DonorWatch and Sales
Telephone: +1 800 528 8239
E-mail: client-services@j3sg.com