Directors Round Table
Wednesday, November 13, 2019
10:30 AM - 12:00 PM
Boston Children's Hospital Trust
401 Park Avenue 6th Floor
Boston, MA 02115
Join us for a discussion on the challenges and opportunities facing managers working in Prospect Development. The Directors Round Table is recommended for all those in a supervisory role (assistant directors, managers, etc.) or who are involved in departmental decision making.
Our panelists' areas of expertise for this Round Table include: hiring, training and retention; managing in a small shop; managing change within your organization; prospect management; portfolio reviews; and prospect ID and screenings. Bring your questions, conundrums, and personal experiences along to this informal information sharing program!
Click here to submit specific questions/topics for discussion.
PANELISTS:
Kristen Watson is Director of Prospect Development at Tufts University. She joined Tufts in March 2013 and is responsible for the overall operations of the department, including the oversight and management of all prospect researchers and the prospect management team. Prior to joining Tufts, Kristen served as Associate Director of Prospect Development at Boston College. Kristen joined the prospect research field in 2003 at Dana-Farber Cancer Institute and continued her career at Northeastern University before joining Boston College. Kristen is an active member of APRA and NEDRA. Kristen graduated magna cum laude from Northeastern University, with a bachelor of arts degree in journalism with a concentration in public relations. In 2007 she earned a master’s degree in leadership with a concentration in non-profit management also from Northeastern University.
Katie Macrina is Senior Director of Prospect Management and Research at Massachusetts General Hospital. Prior to joining MGH, Katie was the Associate Director of Development Research at Dana-Farber Cancer Institute. She has also contributed to the prospect research efforts of both Boston University and Northeastern University. Katie received her BA in English from Saint Anselm College and MA in Nonprofit Management from Northeastern University. Her interests include building and expanding prospect management programs and portfolio reviews. She also loves collaborating with development colleagues to increase efficiencies and improve data integrity
Colleen O'Donnell is Director of Research and Prospect Development at Museum of Fine Arts. Prior to joining the MFA in 2016, she worked in prospect research at Northeastern University for ten years, most recently serving as Associate Director with a focus on prospect identification. She earned a bachelor’s degree in history and Spanish from Tulane University and a master’s degree in nonprofit management from Northeastern.
Val Roberts has been the Director and Senior Director of Prospect Research at Brigham and Women’s Hospital since 2004. During that time, she has overseen the evaluation of more than 14,000 prospects. She has worked closely with the Development office’s IS team to design and implement prospect management systems and tools to make research more accessible to gift officers and others. The BWH Research team has repeatedly been praised by its clients for its customer focus, flexibility, value added, and ability to understand and provide information tailored to each unique circumstance and client in a timely (and often last-minute) manner. Val was previously a Director of Prospect Research at Harvard Business School and several Harvard teaching hospitals. She is a former Director of NEDRA and has spoken at APRA, NEDRA and MARC conferences. With nearly 30 years of experience in the field of prospect research, she has witnessed the evolution of the profession and the increasingly analytical nature of our business.
Moderator:
Renana Kehoe is the head of Gift Management at Harvard Business School. Prior, she led development operations and business process for research, prospect management, gift processing, and membership at the Harvard Art Museums. Before Harvard, Renana was Director of Development Operations and Prospect Management at the Isabella Stewart Gardner Museum for eight years. Renana is a Delegate for City Awake, a civic innovation initiative of the Greater Boston Chamber of Commerce, and serves on the NEDRA board, where she chairs several committees. In the past, she has chaired the Brookline Commission for the Arts and taught courses at Suffolk University and Lesley University. Renana holds an M.A. from Boston University and a B.A. from the University of Massachusetts, Amherst.
COST:
$85 Members
$125 Non-Members
VINO: NEDRA Networking in Boston
Wednesday, November 20, 2019
5:30 PM - 7:00 PM
1271 Boylston Street
Boston, MA 02215
PROGRAM DESCRIPTION:
There is much to be thankful for during the month of November, especially being surrounded by wonderful colleagues. This November, join fellow colleagues for a networking VINO (Very Informal Networking Opportunity). This event offers NEDRA members and other prospect development professionals a chance to meet and socialize. NEDRA members and non-members are warmly welcome.
Self-sponsored.
Lunch VINO: NEDRA Networking in Western Mass
Tuesday, December 3, 2019
12:00 PM - 2:00 PM
48 Russell Street
Hadley, MA 01035
Join fellow colleagues for a networking lunch VINO (Very Informal Networking Opportunity). This event offers NEDRA members and other prospect development professionals a chance to meet and socialize. We’ll talk shop about donor research, prospect management, fundraising data science and/or anything of interest to attendees. NEDRA members and non-members are warmly welcome.
High Finance Workshop
Friday, December 6, 2019
8:30 AM - 8:50 AM Registration and Breakfast
8:50 AM - 4:00 PM Program
Beth Israel Deaconess Medical Center
Trustman Board Room
330 Brookline Avenue
Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").
This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.
It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve. For them, NEDRA has designed this first-of-its-kind, full-day workshop.
From venture capital to leveraged buyouts and activist hedge funds to Wall Street titans, we will introduce the key concepts and explain in simple and effective terms what everyone must know to uncover or solicit people who customarily earn hundreds of thousands of dollars in their mid-20s to many millions of dollars in their 30s and 40s.
Attendees will leave with greater fluency and confidence in the subject, prepared to bring this understanding to bear on prospect identification & qualification, and advice & assessment for their colleagues on the front line.
FACULTY:
Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.
Richard Horne leads a team at Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which is merging to become the second-largest health system in Massachusetts, to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he chairs the Diversity & Inclusion Committee and co-chairs the Sponsorship Committee.
NEDRA Member: $199
Non-Member: $298
SCHEDULE:
8:30 AM Registration & Breakfast
8:50 AM Program begins
4:00 PM Program concludes
Morning refreshments, lunch, and afternoon snacks will be served.
DIRECTIONS TO TRUSTMAN BOARD ROOM:
Click here for detailed directions to the board room.
PARKING:
The Shapiro Building Garage is located at 98 Binney Street, Boston, MA 02215. Please pay the cashier located in the Shapiro Building lobby before returning to your car. For garage parking rates, click here.
Think Tank: Research Strategies for Briefings
Wednesday, January 15, 2020
2:00 PM - 4:00 PM
UMass Boston
Alumni Conference Room
11th Floor
Joseph P. Healey Library
100 Morrissey Boulevard
Boston, MA 02125
Join colleagues for a lively roundtable discussion for development and research professionals on strategies and approaches for writing briefings and prospect profiles. Whether you are a one-person development office or a member of a research team, this discussion will give you the opportunity to learn about briefing writing strategies at various institutions. Come ready to discuss useful tools, templates, best practices, and challenges. Attendees are encouraged to bring examples, questions, and other materials to share with the group. This session is open to all who are interested.
FACILITATOR:
Emily Donohue, Senior Director of Prospect Management and Research, University of Massachusetts Boston
Free for Members
$25 Non-Members
Visitors should park in the West Garage. Click here for parking information and rates.
Think Tank: Inclination & Capacity Estimation
Tuesday, February 11, 2020
The Jackson Laboratory
10 Discovery Drive
Farmington, CT 06032
In October, The Jackson Laboratory (JAX) Advancement Services’ Research department presented on their work on calculating a donor's major giving capacity, inclination, and average annual gift. Following the program, JAX would now like to invite colleagues for a round table conversation and an opportunity to share their methodologies and approaches when it comes to calculating capacity and inclination for prospects. Come ready to discuss useful tools, best practices and challenges. Attendees are encouraged to bring questions, examples and materials to share with the group. This session is open to all who are interested.
Thea Michailides is Director of Prospect Research & Market Analysis for The Jackson Laboratory, an international non-profit focused on cutting-edge genomic and bio-medical research. She has worked in research and analysis for over ten years. Starting in D.C. where she was recruited to build and lead the Strategic Research Department for an International Building Trades Union. There she also helped build worker coalitions and served as panelist and lecturer at many conferences and conversations. Thea’s work focuses on analysis of corporate finances and in coalition building, taking special interest in initiatives to improve working conditions for women, minorities, and immigrant workers particularly those undocumented. Prior to her current position she worked as a Senior Research Consultant for a boutique research firm where she was able to work with a variety of clients from small private schools to colleges; as well as environmental conservation, the arts, and human rights organizations.
International Research: Asia
Thursday, February 27, 2020
1:00 PM - 2:30 PM
Tufts University
80 George Street
Room 151
Medford, MA 02155
This session on international research will focus on Asia, with a particular focus on India, China, and Japan. In addition to discussing available research tools and resources, this session will offer successful, outside-the-box approaches to international research, and explore why working with frontline fundraisers is especially important when researching international prospects.
PRESENTER:
Krista Pierce is the Assistant Director of Prospect Development at Tufts University; she joined the prospect development team in 2015. Her work is divided between prospect management and prospect research responsibilities, with a particular expertise in international prospect research. Krista came to Tufts from Tufts Medical Center, where she helped to develop the fundraising office’s first prospect research program. Krista graduated from Saint Anselm College in Manchester, NH with a B.A. in English.
Parking is available at Cousens Parking Lot, 161 College Avenue, Medford, MA for $8 per day.
Pave the On Ramp: How Data Visualizations Can Help You Onboard New Fundraisers
Tuesday, March 3, 2020
1:00 PM - 2:30 PM EST
Online Webinar
Please note that the link to access the webinar will be sent to registrants in advance of the program.
Planning for new fundraising positions can cause strain on prospect development professionals. Ensuring that new fundraisers are set up to succeed takes thoughtful preparation and offers an opportunity to enhance support to the entire development team. In this webinar, we will discuss how visual data can help prospect development professionals analyze “legacy” portfolios, rebalance team portfolios, evaluate regional strategies, and even help new staff members prevent any pitfalls that may have challenged their predecessors.
Erin Lynch Moran has more than 20 years of experience serving fundraising professionals. She began her career in prospect research and has gone on to oversee areas as diverse as advancement services, operations, donor relations, communications, alumni relations, and annual giving. For eight years, Erin was the campaign director for DePaul University’s largest and most successful fundraising effort, the Many Dreams, One Mission campaign. Having also served as an interim VP for Advancement (a role to which she did not aspire!), Erin has a unique understanding of the pressures faced by campus leaders.
In 2018, Erin and her partners co-founded The Solas Group, a firm dedicated to increasing nonprofit fundraising through analytics and innovative technology.
Erin holds a BA in theatre with honors from Grinnell College and an MA in English with distinction from DePaul University. She is a graduate of Harvard University’s Management Development Program within the Graduate School of Education. Erin has spoken on advancement services and campaign-related topics at many APRA and CASE conferences, and she has repeatedly been a guest lecturer for graduate courses in fundraising, teaching on topics such as prospect identification, campaign planning, and donor motivation.
Think Tank: Parents as Prospects
Wednesday, March 4, 2020
9:00 AM - 11:00 AM
The Governor's Academy
Frost Building
1 Elm Street
Byfield, MA 01922
Join us for a lively roundtable discussion for development and research professionals at independent primary and secondary schools, colleges, and universities, who are responsible for parent research and/or relations. Whether you are a one-person development office or a member of a research team, this discussion will give you the opportunity to meet and learn from colleagues. Come ready to discuss useful tools, best practices and challenges for identifying, engaging, and retaining parent prospects, particularly when you have limited staff and/or budget. Attendees are encouraged to bring questions, examples and materials to share with the group. This session is open to all who are interested.
Snow date: Wednesday, March 11.
Diane Parsons has been the Prospect Management and Research Analyst at The Governor's Academy since 2015. Prior to working at Gov's she was part of the Prospect Research team at the University of New Hampshire for almost eight years and was the Researcher at Colby-Sawyer College from 1990-1993 and the Director of Prospect Research from 2002 to 2008, also at Colby-Sawyer. Diane has seen dramatic changes in the field from the pre-internet days of trips to the library and calling Town Clerks for property values to research and screenings on a slim budget, to working in a six person shop and now back to a one-person shop.
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