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Small Shop Panel

  • Mon, November 08, 2021
  • 11:00 AM - 12:30 PM
  • Online
  • 42

Registration


Register

Small Shop Panel


Monday, November 8,  2021


Time: 11:00AM – 12:30PM EST 

 

Online


PROGRAM DESCRIPTION:

Join us for a discussion about the challenges and opportunities facing prospect development teams of 1 to 3 people.  A panel of seasoned researchers will discuss how they manage wearing many hats in smaller shops, often with a tight budget.  Participants are encouraged to submit questions and discussion topics in advance via the registration form. 


PANELISTS:

Jenn Grasso is a prospect development professional with over 10 years of experience working in development.  Located in Portland, ME, she is a Senior Prospect Development Analyst for The Trust for Public Land (“TPL”).  She joined TPL in 2018 and previously worked in Development Research at Bowdoin College.  Jenn is a former NEDRA Board member, where she served as Secretary and Co-Chair of the Scholarships and Conference Committees.  Originally from NY, Jenn holds a B.A. in French from Siena College and a M.S. in teaching from the University at Albany.  When she’s not analyzing spreadsheets or researching prospects, Jenn can be found chasing her 6 year-old daughter around or serving on her Town’s Conservation Commission and Climate Action Plan Committee.


Moira Pulitzer-Kennedy is Director of Prospect Research and Management at Mount Holyoke College. Prior to relocating to the Pioneer Valley in 2019, she served as Assistant Director of Prospect Management for Tufts University.  She began her career in prospect development as a researcher for Combined Jewish Philanthropies, Greater Boston's Jewish Federation, and prior to that, held positions in frontline fundraising, donor relations, and development communications for the Unitarian Universalist Association.  Moira holds a B.A. in Religion from Wellesley College and a Master of Divinity from Harvard Divinity School.


Sarah Wallace has been with the Alumni and Development Department at Avon Old Farms School for the last four years.  She is currently performing four roles in A&D, due to some attrition and layoffs within the department over the past 18 months.  She does all research on incoming families and on high net worth individuals, as well as preparing briefs before donor visits including ask amounts.  Sarah does some Stewardship roles such as writing grants, sending Stewardship letters to large donors of restricted funds, and planning and executing the Scholarship Luncheon hosted in the spring.  She is responsible for stewarding Planned Gifts for Avon Old Farms.  She also serves as a gift administrator entering and acknowledging all gifts received.

 

Prior to her career in Alumni and Development she served as an Army officer in the Signal Corps, with 6 years on active duty and two in the North Carolina National Guard.  She then took off 13 years to raise her girls.  Sarah is an avid runner having completed 27 marathons, and many other shorter races.  She has a B.S. in Business Administration from LaSalle University and an MBA from St. Martin’s College earned while on active duty.


Moderator:

Ruthie Giles is the Associate Director of Advancement Services at Westfield State University. Ruthie is considered to be a thought leader in the field of prospect management, having created prospect management systems for a number of organizations and spoken at a number of conferences on the topic.  Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.


COST:

$50 Members

$100 Non-Members


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.


LOCATION:

Attendees will receive a Zoom link a day before the event.


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.



DEADLINES:

Registration for this event closes on Friday, November 5, 2021 at 9AM.


CONTACT US:

465 Waverly Oaks Road, Suite 421
Waltham, MA 02452
781.894.1457

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