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Research Basics Bootcamp

  • Thu, January 18, 2024
  • 9:00 AM
  • Fri, January 19, 2024
  • 12:30 PM
  • Online
  • 0


Registration is closed

Research Basics Bootcamp

Thursday, January 18, 2024, 9:00 AM - 12:30 PM EST


Friday, January 19, 2024, 9:00 AM - 12:30 PM EST




Research Basics Bootcamp is a virtual program 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


Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts.  She is a Phillips Academy alumna and two of her four children are also alumni of the school. 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, including Scholarship and Programming. Lisa continues to serve on the NEDRA Programming and Nominating Committees and was the Co-Chair of the 2022 CASE Prospect Development Conference . 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 Director of Research & Consulting at The Helen Brown Group, where she works with a team of more than 20 consultants providing prospect research, prospect management consulting, fundraising analytics, training, and due diligence research for 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.

Scholarships are available for this program! Deadline to apply is Monday, January 8, 2024.


Day 1:

9:00 AM Informal introductions/conversations

9:30 AM Program begins

12:30 PM – Program ends for Day 1

Day 2:

9:00 AM Program Begins

12:30 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  Tuesday, January 16th,  2024 at 1PM.


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Waltham, MA 02452

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