Wednesday, October 27, 2021
Time: 2:00PM – 3:00PM EST
You know the importance of prospect development and the value it brings to a development team, but does everyone outside the prospect development team know it, as well? As prospect development professionals, we have opportunities every day to showcase our skills and present real results but what is the best way to do this? How can we move the needle on our impact within our development teams while also growing as leaders? Join me to hear lessons I've learned while leading small and large-ish teams in both higher ed and a national cause-based organization.
Beth Inman is the director of advancement research & analysis at Colby College in Waterville, ME. Prior to joining Colby, Beth held similar roles at JDRF, the University of South Carolina, and The Citadel Foundation. Before her prospect development career, Beth was the associate curator of American and decorative art at the Columbia Museum of Art in Columbia, SC. She has served on the Ethics & Compliance committee and chaired the Awards committee for Apra International, and was the president of Apra Carolinas from 2015-2018. She is the recipient of the 2017 Apra Carolinas Distinguished Service Award and the 2019 Apra International Distinguished Service Award.
Beth is a native of Charlotte, NC and holds a bachelor’s degree in art history from the University of North Carolina at Greensboro and a master’s degree in art history from the University of South Carolina. She is mom to an 18 year old daughter and is passionate about literacy, the arts, and women’s rights causes.
Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.
Attendees will receive a Zoom link a day before the event.
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Registration for this event closes on Tuesday, October 26, 2021 at 9AM.
Small Shop Panel
Time: 11:00AM – 12:30PM EST
Join us for a discussion about the challenges and opportunities facing prospect development teams of 1 to 3 people. A panel of seasoned researchers will discuss how they manage wearing many hats in smaller shops, often with a tight budget. Participants are encouraged to submit questions and discussion topics in advance via the registration form.
Jenn Grasso is a prospect development professional with over 10 years of experience working in development. Located in Portland, ME, she is a Senior Prospect Development Analyst for The Trust for Public Land (“TPL”). She joined TPL in 2018 and previously worked in Development Research at Bowdoin College. Jenn is a former NEDRA Board member, where she served as Secretary and Co-Chair of the Scholarships and Conference Committees. Originally from NY, Jenn holds a B.A. in French from Siena College and a M.S. in teaching from the University at Albany. When she’s not analyzing spreadsheets or researching prospects, Jenn can be found chasing her 6 year-old daughter around or serving on her Town’s Conservation Commission and Climate Action Plan Committee.
Moira Pulitzer-Kennedy is Director of Prospect Research and Management at Mount Holyoke College. Prior to relocating to the Pioneer Valley in 2019, she served as Assistant Director of Prospect Management for Tufts University. She began her career in prospect development as a researcher for Combined Jewish Philanthropies, Greater Boston's Jewish Federation, and prior to that, held positions in frontline fundraising, donor relations, and development communications for the Unitarian Universalist Association. Moira holds a B.A. in Religion from Wellesley College and a Master of Divinity from Harvard Divinity School.
Sarah Wallace has been with the Alumni and Development Department at Avon Old Farms School for the last four years. She is currently performing four roles in A&D, due to some attrition and layoffs within the department over the past 18 months. She does all research on incoming families and on high net worth individuals, as well as preparing briefs before donor visits including ask amounts. Sarah does some Stewardship roles such as writing grants, sending Stewardship letters to large donors of restricted funds, and planning and executing the Scholarship Luncheon hosted in the spring. She is responsible for stewarding Planned Gifts for Avon Old Farms. She also serves as a gift administrator entering and acknowledging all gifts received.
Prior to her career in Alumni and Development she served as an Army officer in the Signal Corps, with 6 years on active duty and two in the North Carolina National Guard. She then took off 13 years to raise her girls. Sarah is an avid runner having completed 27 marathons, and many other shorter races. She has a B.S. in Business Administration from LaSalle University and an MBA from St. Martin’s College earned while on active duty.
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.
Registration for this event closes on Friday, November 5, 2021 at 9AM.
Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
WEDNESDAY, DECEMBER 15, 2021
1:00 PM - 2:30 PM
Many hospitals and healthcare organizations are beginning to explore how to more authentically represent the communities and patients they serve, which includes examining fundraising practices with the goal of becoming more inclusive and welcoming to a variety of donors. As such, how to meaningfully incorporate principles of diversity, equity, and inclusion has become an increasingly significant question for prospect researchers. While there are many opportunities to drive change in this area, healthcare institutions must also address some very specific challenges in moving this work forward.
This session will review strategies and ideas for incorporating diversity, equity, and inclusion principles in prospect development practices at healthcare organizations. It will examine:
• diversifying donor pools and boards
• refining research and portfolio management tactics to address unconscious bias
• benchmarking and goal setting
This session will also highlight and discuss some of the specific challenges commonly encountered in healthcare organizations in diversity, equity, and inclusion work, as well as potential resolutions. This will include:
• historic distrust of healthcare institutions among certain populations
• privacy laws and the ethical collection and storage of data
• potential unconscious bias of organizational stakeholders external to fundraising
Kristal Enter has been Assistant Director, Prospect Research and Management at Massachusetts General Hospital since 2018. Prior to joining MGH, she was a senior research analyst at Dana-Farber Cancer Institute. Kristal has worked in the fundraising field since 2013 and previously held roles at Partners In Health and University of Massachusetts Boston. Her graduate school work at the University of Cambridge focused on the integration of higher education in the American South.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available to attendees.
Registration for this event closes on December14, 2021 at 9:00AM.
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