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Research Basics Bootcamp

  • Thu, September 23, 2021
  • 9:00 AM
  • Fri, September 24, 2021
  • 4:00 PM
  • Online
  • 3


Research Basics Bootcamp

Thursday, September 23, 2021, 9:00 AM - 12:30 PM EDT


Friday, September 24, 2021, 12:30 PM -4:00 PM EDT 




Research Basics Bootcamp is two half days 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. The two half days 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


Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an alumna, past parent and current parent. Lisa recently completed her six-year term as member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming Committee. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years and has also served as a director of the Discovery Club Program. 

Tara McMullen-King is Associate Director of Research and Consulting at the Helen Brown Group, where she works with a team of 16 prospect researchers and data insight consultants to support nonprofit clients all across the United States. She began her career in development in 2002 supporting the Major Gifts department at Simmons College, and ultimately went on to serve as Assistant Director of Prospect Research. Since that time, she has also worked as a Senior Research Analyst at MIT, as Associate Director of Prospect Management and Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies (CJP). Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the company in 2013. She has been an active volunteer with NEDRA for many years and served on the board of directors from 2010-2016. During her time on the board, she served in many different roles, including terms as Vice President, Secretary, Chair of the Website and Technology Committee, Chair of the Volunteer Committee, and as Chair and Editor of NEDRA News. In addition, Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. An alumna of Smith College, she is also an ordained minister in the Witch City of Salem, MA, where she operates a boutique wedding planning consultancy and officiates weddings.


NEDRA Member: $199

Non-Member* (New Member): $298

*Note: Non-member registration includes a full year of NEDRA membership. Contact office@nedra.org to redeem.

Scholarships are available for this program! Deadline to apply is Friday, September 10th.


Day 1:

9:00 AM Informal introductions/conversations

9:30 AM Program begins

12:30 PM – Program ends for Day 1

Day 2:

12:30 PM Program Begins

4:00 PM Program Concludes

Advance registration is required. The link to join the session will be emailed 1-2 days in advance.

Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.


Registration for this event closes on September 22, 2021 at 9AM.


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

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