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Living in the Gray Area: Understanding Wealth that Isn't Black and White

  • Fri, June 08, 2012
  • 9:30 AM - 11:00 AM
  • Harvard Business School, Teele Hall, 230 Western Ave, Boston, MA 02163
  • 2


  • Non-Member

Living in the Gray Area: Understanding Wealth that isn't Black and White

Friday, June 8, 2012

9:30 AM - 11:00 AM

Early birds welcome! Come at 9:00 am for coffee and networking.


Amy Begg, Deputy Director of Research, Harvard University
Anne Brownlee, Director of Development Research, Harvard Medical School

Regardless of your political affiliation, Mitt Romney’s tax returns have given researchers an inside view of the gray area of wealth. How can we take what we learn from this filing and apply the concepts to a broader prospect base? In this session we will review how to look differently at some of the tools researchers use on a regular basis. We will use individual examples to try to understand and explain what is going on “behind the curtain.” In this session we hope to explore how to develop the researcher “gut” and how to think holistically about prospects. This session is targeted for researchers who have been in the field for 2-5 plus years. Space is limited so register early! Coffee and light refreshments will be served.

Presenter Bios

Amy Begg is the deputy director of research at Harvard University’s Office of Alumni Affairs and Development. She is also a prospect research consultant providing services to more than thirty non-profit organizations, including schools, museums, civic and youth organizations, hospitals and religious organizations in Boston, New York and Washington, D.C. Prior to joining the Harvard University research department, Amy was the director of research at the YMCA of Greater New York in Midtown Manhattan. Amy is a graduate of Plymouth State University where she serves on the alumni association board. She is also a member of the New England Development Researchers Association board of directors.

Anne Brownlee is the director of development research at Harvard Medical School. Prior to joining HMS in 2011, she was assistant director of research and training manager at Harvard University’s Office of Alumni Affairs & Development where she oversaw research efforts in New York and London and worked to educate Researchers and Fundraisers on wealth and philanthropic trends. Anne previously worked in research at Brown and Brandeis Universities. She has a BA from Wellesley College and an MLS from Indiana University.


Parking: Free parking is available in a lot behind Teele. The entrance to the lot is a cut-through beneath the building, just to the right of the front entrance for pedestrians. If you are planning to park in the lot, please send an email to amy_begg@harvard.edu by June 1st.


Public Transportation: Teele Hall is served by the 66, 70 and 86 bus lines on the T. The 86 stops in front of our building; the others have stops within a block or two. (Check www.mbta.com for details.)


The office is close to “Barry’s Corner” in Allston, which is about 15-20 minutes from Harvard Square (if walking instead of taking the bus).


When you arrive at Teele, please plan to check in with the security guard at the front desk. He will have directions for you to reach the conference room.

Please visit the HBS site for additional directions and a map.


NEDRA Members: $85

Non-Members: $125


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

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