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Upcoming Programs

Upcoming events

    • 17 Oct 2017
    • 1:00 PM - 3:00 PM
    • UMass Medical School, 333 South Street, Shrewsbury, MA 01545
    • 29

    Prospect Management Panel 


    Tuesday, October 17

    1:00 – 3:00 pm

     

    UMass Medical School

    France Conference Room

    333 South Street

    Shrewsbury, MA 01545


    PROGRAM DESCRIPTION:

    Come enjoy a lively panel discussion with seasoned researchers from three institutions. They will share their unique experiences of creating and implementing prospect management systems within their organizations. You will hear about what went well, what failed miserably, what the challenges were and what the pleasant surprises were. They will share how they used analysis, databases, spreadsheets, and reports to help them along the way with this work. There will be ample opportunity for you to ask questions and share your own experiences.


    PANELISTS:

    Amitha Vasanth, Development Researcher, UMass Medical School

    Amitha is Senior Advancement Researcher for the University of Massachusetts Medical School and UMass Memorial Medical Center. She manages all prospect research and data requirements of the development staff and senior leadership and plays a key role in establishing policies, procedures and protocols pertaining to the database. Prior to joining UMass, Amitha worked as program officer for a community-based organization and as a journalist in India. She has Master's and Bachelor's degree in Politics and International Relations.


    Ruthie Giles, Senior Researcher for Prospect Management, Mount Holyoke College

    Ruthie has worked in prospect research and management for nearly 20 years. Her area of expertise is in creating and implementing prospect management systems. Ruthie has successfully instituted prospect management systems at several organizations, tailoring each one to the organization’s unique needs. Prior to working at Mount Holyoke College, she worked at Harold Grinspoon Foundation, The Loomis Chaffee School, and The Williston Northampton School. Ruthie holds a BA from Smith College, an MBA from the University of Massachusetts at Amherst - Isenberg School of Management, and a MS in Nonprofit Management and Philanthropy from Bay Path University.


    Liz Gribbons, Director of Prospect Research and Management, Worcester Polytechnic Institute

    Liz has 10 years of experience working in prospect research and management. As the Associate Director at the College of the Holy Cross, she developed a prospect management system for a team of 11 gift officers. This labor of love included evaluating and setting protocols for capturing donor information, analyzing data to find their best potential supporters, and leading portfolio reviews to facilitate prospect movement thru the pipeline. For the past year, Liz has been working to grow these same efforts at WPI, which includes both major giving and annual fund prospects. Liz holds a B.S. from the University of Maryland.


    COST:

    $85 Members

    $125 Non-Members


    DIRECTIONS:

    From I-495:

    North or South take exit 23B from Rte 495 to Rte 9 West (towards Auburn and Worcester). Continue west approximately 6 miles. Take a left at the traffic light directly in front of Wagner Kia of Shrewsbury onto South St. As you head up the hill you will see a University of Massachusetts sign on your left, take a left here and follow the access road to Chestnut St stop sign. Take a right at the stop sign, South Street Campus is located on the left hand side of the road.


    From I-290 or I-190:

    From Rte 190, take Rte 290 East. Stay on Rte 290 to the Rte 140 South exit. At the end of the ramp, take a right, follow this to downtown Shrewsbury. You will come to a set of lights, go straight through the lights, travel approximately 1 mile, and take a right at the Rte 9 East sign. At the set of lights take a right onto South St. Heading up the hill you will see a University of Massachusetts sign on your left, take a left here and follow the access road to the Chestnut St stop sign. Take a right at the stop sign, South Street Campus is located on the left hand side of the road.


    From the Mass Pike/Boston Area:

    Take Mass Pike West to Rte 495 North exit 11A to Rte 9 West towards Auburn and Worcester. Continue west approximately 6 miles. Take a left at the traffic light directly in front of Wagner Kia of Shrewsbury onto South St. As you head up the hill you will see a University of Massachusetts sign on your left, take a left here and follow the access road to Chestnut St stop sign. Take a right at the stop sign, South Street Campus is located on the left hand side of the road.


    From the Mass Pike/Sturbridge - Springfield Area:

    Take the Mass Pike East to exit 10 in Auburn. Take Rte 290 East to the Rte 140 exit towards Shrewsbury. At the end of the ramp, take a right, follow this to downtown Shrewsbury. You will come to a set of lights, go straight through the lights, travel approximately 1 mile, and take a right at the Rte 9 East sign. At the set of lights take a right onto South St. Heading up the hill you will see a University of Massachusetts sign on your left, take a left here and follow the access road to the Chestnut St stop sign. Take a right at the stop sign, South Street Campus is located on the left hand side of the road


    South Street Campus to Boston Logan Airport:

    Take a left out of the west parking lot. Go straight to end of the road until you reach Rte 9. Take a right onto Rte 9, heading East. Go approximately 6 miles and take 495 South. Once on 495 South, take the next exit which is the Mass Pike. Go East on Mass Pike towards Boston. Once in Boston follow the airport signs.




    • 27 Oct 2017
    • 12:00 PM - 2:00 PM
    • Dana-Farber Cancer Institute
    • 38


    Think Tank: Healthcare


    Friday, October 27, 2017

    12:00 PM - 2:00 PM


    Dana-Farber Cancer Institute

    10 Brookline Place

    5th Floor Conference Room #563

    Brookline, MA 02445


    DESCRIPTION: 

    Join NEDRA colleagues in a discussion for healthcare organizations. Share ideas about grateful patient prospecting, best practices, challenges, resources, and strategies. 


    FACILITATOR:

    Ursula Munn is Assistant Director of Prospect Research at Dana-Farber Cancer Institute, where she leads the team's efforts in prospect ID, including grateful patient and donor screenings. Prior to joining DFCI in late 2016, she was a senior research analyst at Boston University, specializing in prospect discovery throughout the University's first-ever capital campaign for $1B. Her academic background is in journalism and arts administration..  


    COST:

    Free for Members

    $25 Non-Members


    DIRECTIONS

    From the North:

    Via I-93, the Tobin Bridge (Route 1), Route 28

    Follow signs to Storrow Drive Westbound. Continue for about 1.5 miles, take exit to the left marked "Fenway - Route 1 South," staying in far left lane as you drive up the ramp. Just before the lights, bear right onto Boylston St. At third set of lights, stay straight as the road merges into Brookline Ave. Continue driving past the main DFCI campus almost 1/2 mile and take a right on Pearl Street (the last street before Huntington Avenue) and follow it around to the left until you see 10 Brookline Place on the right. The parking garage is underneath the building.


    From the South:

    Via Southeast Expressway (I-93, Route 3 North)

    Take exit 18 "Massachusetts Ave. - Roxbury." After exiting, follow signs to Massachusetts Ave. At Massachusetts Ave. intersection, go straight onto Melnea Cass Blvd. and continue for 0.9 miles to seventh light, turning left onto Tremont St. At first intersection (Boston Police Station on the corner), turn right onto Ruggles St. At third light, turn left onto Huntington Ave. Eventually, Huntington will become Route 9/Boylston Street, go under the underpass, pass Brookline Avenue, and take a right onto Pearl Street. The building is on your left and the parking garage is located underneath the building.


    From the West:

    Via Route 9 (Massachusetts Turnpike to Route 128 to Route 9)

    Take Mass. Pike (I-90) East to 128 South. Follow to Exit 20A, 9 East Brookline/Boston. Go 6.5 miles to Brookline Avenue (it will be a large intersection before an overpass, with gas station on left) and turn left. Take another left onto Pearl Street and follow it around to the left until you see 10 Brookline Place on the right. The parking garage is underneath the building.


    Via the Massachusetts Turnpike (I-90) and downtown

    Take Mass Pike to Exit 22 "Copley Square/Prudential Center," bearing left toward Prudential. Continue straight onto Huntington Ave. Eventually, Huntington will become Route 9/Boylston Street, go under the underpass, pass Brookline Avenue, and take a right onto Pearl Street. The building is on your left and the parking garage is located underneath the building.


    By MBTA:

    Take the MBTA's Green Line - Riverside Branch/D Train -to the Brookline Village stop. Our building is the large beige building immediately behind the T stop. If you are on the "Inbound Track" side, walk toward the end of the platform and take the stairs to the top and you will be at the main entrance of our building; if you are on the "Outbound Track" side, cross the tracks and walk to your right to the stairway at the end of the platform.




    • 17 Nov 2017
    • 9:00 AM - 4:00 PM
    • Sheraton Portsmouth Harborside Hotel, Portsmouth, NH 03801
    • 49

    Research Basics Bootcamp


    Friday, November 17, 2017

    9:00 AM - 9:30 AM Registration and Breakfast

    9:30 AM - 4:00 PM Program


    Sheraton Portsmouth Harborside Hotel

    250 Market Street

    Portsmouth, NH 03801


    PROGRAM DESCRIPTION:

    Research Basics Bootcamp is a full day of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies.This full day of learning will cover such subjects as:

    • The Strategic Role of Advancement Research
    • Prospect Research Fundamentals
    • The Ethical Researcher
    • Advancement Research Sources and Methodology
    • Assessing Gift Capacity
    • Presenting Research

    FACULTY:

    Amy Begg is managing director of prospect management at Harvard University’s Office of Alumni Affairs and Development.  Prior to joining Harvard, Amy was the director of research at the YMCA of Greater New York in Manhattan. Amy is a trustee and secretary for the University System of New Hampshire, where she serves on the Finance Committee on Investments and the Educational Excellence Committee. She is a board member for the New England Development Research Association and serves as president. Previously, Amy served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.


    Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts. Lisa also serves as the Treasurer of the Board of Directors of NEDRA and was the Conference Co-Chair for the past two NEDRA Conferences. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years.


    COST:

    NEDRA Member: $199

    Non-Member (New Member*): $298

    *Note: Non-members are eligible to receive a full year of NEDRA membership with the Bootcamp registration.


    SCHEDULE:

    9:00 AM Registration & Breakfast

    9:30 AM Program begins

    4:00 PM Program concludes

    Morning refreshments, lunch, and afternoon snacks will be served.


    DRIVING DIRECTIONS:

    http://www.sheratonportsmouth.com/directions


    From the North (via I-95)
    Take Exit 7 off I-95 (Downtown Portsmouth). Turn left off the exit and 1/2 mile ahead bear right at the blinking light. The hotel entrance is on the left.

    From the South (via I-95)
    Take Exit 7 off I-95 (Downtown Portsmouth). Turn right off the exit and proceed for approximately 1/2 mile. Bear right at the blinking light and the hotel entrance is on the left.


    PARKING:
    Sheraton Portsmouth Parking
    Self-Parking ($19.00 per day) or Valet-Parking ($24.00 per day) are available.




Past events

15 Sep 2017 VINO: NEDRA Networking in Connecticut
12 Sep 2017 International Research: United Kingdom
30 Aug 2017 Research Basics Bootcamp
19 Jul 2017 Lunch VINO: NEDRA Networking in Maine
20 Jun 2017 Think Tank: Prospect Management
27 Apr 2017 NEDRA 2017 Annual Conference
26 Apr 2017 Research Basics Bootcamp
06 Apr 2017 New Hampshire: Celebrating 30 Years of NEDRA
30 Mar 2017 Maine: Celebrating 30 Years of NEDRA
29 Mar 2017 Directors Round Table
24 Mar 2017 Think Tank: Data Analytics Show & Tell
09 Mar 2017 Greater Boston: Celebrating 30 Years of NEDRA
22 Feb 2017 Think Tank: International Research
03 Feb 2017 Western Mass: Celebrating 30 Years of NEDRA
27 Jan 2017 Connecticut: Celebrating 30 Years of NEDRA
27 Jan 2017 Think Tank: Resource Refresh!
24 Jan 2017 Celebrating 30 Years of NEDRA in Rhode Island
12 Dec 2016 Prospect Research Basics Bootcamp (Boston)
29 Nov 2016 Think Tank: Prospect Management
10 Nov 2016 NEDRA Night Out
10 Nov 2016 Unconscious Bias with Harvard's Christopher Dial
20 Oct 2016 Estimating Private Company Value
09 Jun 2016 NEDRA Night Out
19 May 2016 Directors Round Table
28 Apr 2016 NEDRA Networking Lunch in Western MA
14 Apr 2016 NEDRA 2016 Annual Conference
13 Apr 2016 NEDRA Spring 2016 Research Basics Bootcamp
10 Mar 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
20 Jan 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
10 Dec 2015 NEDRA VINO
20 Nov 2015 Research Basics Bootcamp
21 Oct 2015 Portfolio Management: From Adequate to Amazing
01 Oct 2015 WEBINAR: Researching Prospects in India with Beth Bandy
25 Sep 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
23 Sep 2015 RING: Social Media
18 Sep 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
25 Jun 2015 WEBINAR: Tips and Practices on Corporate Research
08 May 2015 RING: Commercial Real Estate
01 May 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
16 Apr 2015 VIP Conference Registration
16 Apr 2015 NEDRA 2015 Annual Conference
15 Apr 2015 Research Basics Bootcamp
24 Mar 2015 RING: Strategies for Re-energizing Prospect Portfolios
05 Feb 2015 RING: Corporate and Foundation Research
05 Dec 2014 WEBINAR: Pipeline Management During A Campaign
21 Nov 2014 Research Basics Bootcamp
12 Nov 2014 NEDRA VINO
31 Oct 2014 Research Basics Bootcamp
18 Sep 2014 Residential Real Estate Review
11 Sep 2014 RING: APRA Conference Recap Roundtables
01 Aug 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
30 May 2014 Panel: Inside Chinese Philanthropy
16 Apr 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
20 Mar 2014 NEDRA 2014 Annual Conference - VIP Registration
20 Mar 2014 NEDRA 2014 Annual Conference
19 Mar 2014 Research Basics Bootcamp
11 Feb 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
11 Feb 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
13 Dec 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
14 Nov 2013 RING: Discover The Golden Egg - How to find elusive international prospects
18 Oct 2013 Research Basics Bootcamp
20 Sep 2013 Research Basics Bootcamp
12 Jul 2013 Development Analytics 102
12 Jul 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
07 Jun 2013 Development Analytics 101
29 Apr 2013 NEDRA Annual Conference- Sold Out
21 Mar 2013 RING: Parents as Prospects
15 Mar 2013 The Road Ahead: Campaign Planning and Prospect Research
07 Mar 2013 RING: Planned Giving and Research
01 Feb 2013 RING: Parents as Prospects - Researching Strategies for Parents
25 Jan 2013 RING: Organizational Potluck - Making the Most of Internal Resources
07 Dec 2012 RING: The Financial Services Industry
06 Dec 2012 RING: Large Research Shops
04 Dec 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
16 Nov 2012 Research Basics Bootcamp
15 Nov 2012 Directors Forum
14 Nov 2012 RING: Small Shop Research
31 Oct 2012 Donor Screening: How To Do It On A Budget
26 Oct 2012 Development Analytics 101
19 Oct 2012 Research Basics Bootcamp
16 Oct 2012 The Frugal Researcher
08 Jun 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
29 Mar 2012 Research Directors Forum
16 Mar 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
16 Mar 2012 RING: Parent Programs & Research (Connecticut)
09 Mar 2012 RING: Parent Programs & Research (Massachusetts)
08 Mar 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
06 Dec 2011 RING: Corporate and Foundation Research
17 Nov 2011 RING: Small Shop Research
04 Nov 2011 Joys of Compounding Wealth
28 Oct 2011 Mineral, Air and Water Rights
20 Oct 2011 CT Research Basics Bootcamp
05 Oct 2011 Research Basics Bootcamp
28 Sep 2011 RING: Proactive Research
16 Sep 2011 Research Directors Forum
07 Sep 2011 Share Training REPLAY: Venture Philanthropy in Europe
24 Jun 2011 RING: Data Analytics
09 May 2011 NEDRA Annual Conference
04 Apr 2011 Prospect Research for the Non Researcher
17 Mar 2011 RING: Small Shop Talk with Paul Dakin
16 Mar 2011 Fund Raising Analytics Made Easy
02 Mar 2011 CT Research Directors Forum

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