How to Vote Your Proxy

Sections of this chapter are based on the 2004 handbook Unlocking the Power of the Proxy,32 written by Conrad MacKerron, along with Doug Bauer and Michael Passoff. It was published by As You Sow. It remains a definitive source for information on proxy voting for foundations and endowments.


Publicly traded companies are required by law to report to share-holders. They do this through a variety of means, most notably by numerous SEC filings, including an annual report, and by inviting shareholders to an annual meeting. Prior to the annual meeting, shareholders are sent documents known as proxy statements that include details about the annual meeting; ownership, board structure, and executive compensation; ...

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