Think Tank: Inclination & Capacity Estimation
Tuesday, February 11, 2020
10:30 AM - 12:00 PM
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.
Free for Members
VINO: NEDRA Networking in Maine
Thursday, February 13, 2020
6:00 PM - 8:00 PM
Westin Portland Harborview Hotel (top floor)
157 High Street
Portland, ME 04101
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.
International Research: Asia
Thursday, February 27, 2020
1:00 PM - 2:30 PM
80 George Street
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.
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
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
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.
Prospect Management Workshop
Tuesday, March 24, 2020
1:30 PM - 4:30 PM
Room to be announced
Prospect Management. Everyone loves the idea of having a prospect management system in place at their organization, but it is not always easy to move from an idea to an actual implemented system. There are many pieces involved in creating a prospect management system and simply knowing where to begin and how to proceed can be a daunting task. There may be internal obstacles that you need to navigate, such as: lack of time to work on creating a system, lack of staff (you may be a solo shop, or on a small team), lack of buy-in from the top, and/or a lack of understanding as to why a system is needed by your fund raising team.
There is no “one size fits all” prospect management system. Each system needs to be tailored to the needs, nuances, and existing processes of your organization. Ruthie and Amitha have both created prospect management systems from the ground up, both with and without initial buy-in from leadership. They will help guide you through the process of how to create a system for your organization.
Attendees will leave with the following:
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.
Amitha Vasanth has been the Director of Prospect Management, Research and Analytics at Babson College since September 2018, where she is particularly responsible for enhancing the existing prospect management process. Prior to joining Babson, she was a Senior Advancement Researcher at University of Massachusetts Medical School and UMass Memorial Medical Center where she managed all prospect research and data requirements of the development staff and senior leadership, and played a key role in establishing the prospect management process. Her prior experiences include working as a journalist and as program officer for a community-based organization in India. She has Master’s and Bachelor’s degree in Politics and International Relations.
Directions can be found at https://www.babson.edu/admission/international-students/getting-to-campus/
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