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Research Basics Bootcamp

  • Wed, May 01, 2024
  • 9:00 AM - 4:30 PM
  • Omni New Haven at Yale 155 Temple Street New Haven, CT 06510
  • 29

Registration


Register

Research Basics Bootcamp


Wednesday, May 1, 2024
9:00 AM - 4:30 PM EST


PROGRAM DESCRIPTION:

Research Basics Bootcamp is one 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 day 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


FACULTY:

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.


Dave Owens is a Principal Analyst at the Boston Children’s Hospital Trust, where he began his development career as a Prospect Researcher in 2001.  Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology.  He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College.  Dave has served on several NEDRA Committees, and has been a presenter at past NEDRA Conferences and Seminars in areas ranging from ADV filings to international research.  He is currently a member of NEDRA’s Programming Committee.


COST:

$199 for Members

$298 for Non-members*


*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.


LOCATION:

Omni New Haven at Yale

155 Temple Street

New Haven, CT 06510


CONTACT US:

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

© 2021 New England Development Research Association

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