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Telephone: 484-461-8100

SEC Filings: More Than Just Profit and Loss

The U.S. Securities and Exchange Commission (SEC) filings are a treasure trove of information about prospective donors.

In this half-day workshop we will explore using SEC documents to find information other than profit and loss. We will examine various SEC forms and their usefulness for gathering information such as biographies, executive networks, trusts, insider stock holdings, executive salaries, employment agreements, and more. 

Attendees will learn:

Attendees will receive:

To be announced

Date, Time, and Location


Marge is an expert researcher; she began using subscription-based research tools (Dialog, STN, etc.) in the early-1990s. Based on Marge’s custom researched profiles, several of her clients have reported asking for and receiving million-dollar gifts. These clients have admitted that, without Marge’s research, they would have asked for and received significantly smaller gifts.

Marge is the founder of InfoRich Group, Inc. In addition to raising tens of millions of dollars for her clients, Marge is a member of the adjunct faculty at Delaware County Community College and Eastern University where she teaches business and fundraising courses at graduate and undergraduate levels. She has served on several nonprofit boards and has written and evaluated multi-million dollar grant proposals for government agencies. Marge earned a BS from Cabrini College, a MBA from St. Joseph’s University, and a post-graduate certificate from Harvard University, Kennedy School of Government.




InfoRich Group

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Discount Code:

Registration fee: $179

Group discounts are available.  Contact us for more information.

“Marge is who I turn to when I need an upbeat, engaging presentation on prospect research or other "high tech" areas of fundraising that require a special touch. She is skilled at making technical information digestible for the audience. Marge also excels at providing helpful takeaways that are directly applicable to fundraisers who don't have a researcher on staff and whose organizational budgets don't allow for a consultant.”   Stephanie Cory, Past Board Member, Association of Fundraising Professionals - Greater Philadelphia Chapter

Registration will be open within the next few weeks.  Please check back.