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Research Basics Bootcamp

  • Thu, October 13, 2022
  • 9:00 AM - 4:00 PM
  • Salem Waterfront Hotel
  • 9


Research Basics Bootcamp

Thursday, October 13, 2022, 9:00 AM - 4:00 PM EST


Salem Waterfront Hotel

225 Derby Street, Salem, MA


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. The program will cover such subjects as:

  • Overview of Prospect Research, Prospect Management, Data Analytics
  • Types of Charitable Gifts
  • Ethics
  • Real Estate
  • Income and Compensation
  • Public Companies and Stock
  • Private Companies and IPOs
  • Finance Private Equity, Venture Capital, Hedge Funds
  • Family Wealth and Family Offices
  • Cryptocurrency
  • Trappings of Wealth
  • Foundations, Donor Advised Funds, Philanthropy
  • Wealth Surveys
  • Capacity Ratings
  • Communication with Fundraisers
  • Search Tips
  • Resources
Breakfast and lunch will be provided for participants.


    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 is a former 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 and Nominating Committees. Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.

    Tara McMullen-King is Associate Director of Research & Consulting at The Helen Brown Group, where she works with a team of 20 consultants offering prospect research, prospect management, fundraising analytics, and due diligence research to nonprofit clients around the world. She began her career in development in 2002 supporting the Major Gifts department at Simmons College, where she 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 & Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies. Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the Group 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 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. She has served as a member of NEDRA’s Research Basics Bootcamp faculty since 2020, and led a redesign of NEDRA’s website in 2018. Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. A graduate of Smith College, she is also the founder of a wedding planning consultancy and officiates weddings in the Witch City of Salem, MA.


    NEDRA Member: $199

    Non-Member* (New Member): $298

    *Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting office@nedra.org.

    **All participants are expected to be vaccinated and up to date with boosters for COVID-19.  Thank you for your cooperation!

    Scholarships are available for this program! Deadline to apply is Thursday,  September 29, 2022.

    Advance registration is required. 

    South Harbor Parking Garage is the closest city-sponsored option to the hotel and has a rate of $0.75/hour on weekdays in October.
    Public Transit: The Salem Commuter Rail Station is 1 mile away from the hotel (Newburyport/Rockport line)

    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  Monday, October 10,  2022 at 1PM.


    465 Waverly Oaks Road, Suite 421
    Waltham, MA 02452

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