TABLE OF CONTENTS |
|
The Purpose of this Guide |
4 |
What Is a Shareholder Proposal? |
5 |
A Proper Introduction: Sample Proof-of-Ownership and Cover Letters |
8 |
Start With a Good Idea |
10 |
What Types of Shareholder Proposals Are Working? |
11 |
Shareholder Proposals Are Not for Every Investor |
13 |
Can Anyone File a Shareholder Proposal? |
15 |
What are the Real Costs for Submitting a Shareholder Proposal? |
18 |
Living With Rejection – Why Shareholder Proposals are Excluded |
21 |
Checklist of Exclusions for Disqualifying Shareholder Proposals |
25 |
Overcoming Rejections and Objections with Shareholder Proposals |
26 |
How to Organize a Proposal Committee |
29 |
How to Build Your Knowledge Base |
33 |
What To Do Post-Vote |
36 |
About the Author |
37 |