FRIDAY, MARCH 26, 2021 – FRIDAY, APRIL 30, 2021
Friday, March 26, 10 AM – 12 PM
Friday, April 2, 10 AM – 12 PM
Friday, April 9, 10 AM – 12 PM
NO CLASS on Friday, April 16 Friday, April 23, 10 AM – 12 PM
Friday, April 30, 10 AM – 12 PM
Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").
This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.
It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve.
NEDRA is proud to invite you to join two of the field’s leading experts for a comprehensive survey of the financial services industry, curated for advancement researchers*.
The five two-hour long classes will include:
*minimum 2 years in Prospect Research required
Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.
Richard Horne leads a team at Beth Israel Lahey Health (formerly Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which merged with Lahey Health to become the second-largest health system in Massachusetts) to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he co-chairs the Diversity & Inclusion and Sponsorship Committee.
Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.
Attendees will receive a Zoom link the day before each class.
Please note, NEDRA's High Finance courses are not recorded.
© 2018 New England Development Research Association