What's Going On? Creating and Sharing Prospect Research Intelligence in Your Organization
Monday, August 26, 2019
2:00 PM- 3:30 PM
Dana-Farber Cancer Institute
10 Brookline Place Room 563
Brookline, MA 02445
Sarah Johnson, senior research analyst at the University of Chicago, will speak on the variety of ways she and her colleagues create and share research intelligence, including their daily newsletter about prospects and philanthropy, white papers on everything from cryptocurrency to Goldman Sachs partner bonuses, and presentation opportunities for internal and external audiences. Come learn about what has worked, what hasn't, and how you can build and leverage research intelligence within your own organization.
PRESENTER:
Sarah "Sam" Johnson is a Senior Research Analyst at the University of Chicago, where she previously served as Research Analyst and Project Manager. She holds two degrees in theater, which have obviously been a huge help in her study of tax law.
COST:
$85 Members
$125 Non-Members
PARKING:
Parking is available in the building, located off of Pearl Street. If you have problems finding a spot in the parking lot, please ask the attendant at the parking lot entrance for assistance. They will either direct you to a special parking location or will valet your car for you.
Diversity and Inclusion for Prospect Researchers Think Tank
Tuesday, September 10, 2019
2:00 PM - 3:30 PM
Massachusetts General Hospital Development Office
Room 4200 (building and room are handicap accessible)
125 Nashua Street
Boston, MA 02114
Effectively nurturing diversity and inclusion can lead to big payoffs for businesses, including: more innovation, better decision-making, and happier employees. Increasing diversity in areas like hiring, donor pools, and board membership are vital to growing and sustaining the success of fundraising efforts and Prospect Researchers are uniquely positioned to be a leader in these efforts.
Please join us in a discussion of the opportunities and challenges surrounding diversity and inclusion in Prospect Research and how Prospect Researchers can drive innovation within their teams and organizations. Topics covered include:
Attendees are encouraged to bring specific examples of successes or challenges they have encountered, as well as how diversity and inclusion have impacted their own work or their organization.
Note: Please bring a photo ID, as attendees will need to check in with security on the first floor upon arrival.
FACILITATOR:
Kristal Enter has been Assistant Director of Prospect Management and Research at Massachusetts General Hospital since 2018. Prior to joining MGH, she was a Senior Research Analyst at Dana-Farber Cancer Institute. Kristal previously held roles at Partners In Health and UMass Boston.
Jolene Crosby-Jones is the Director of Prospect Management and Research at Massachusetts General Hospital. Prior to joining MGH in 2017, she was a Senior Research Analyst at Dana-Farber Cancer Institute. Jolene also previously held roles at Teach For America and Facing History and Ourselves. She graduated from Wellesley College with a bachelor’s degree in economics and psychology.
Free for Members
$25 Non-Members
PUBLIC TRANSIT:
The closest MBTA stops are within walking distance:
The closest garage entrance is located at 121 Nashua Street. Metered street parking is also available on Nashua Street.
Prospecting on a Budget: Identifying your Pipeline through Public Data
Wednesday, September 25, 2019
2:00 PM - 3:00 PM EST
Online Webinar
Please note that the link to access the webinar will be sent to registrants in advance of the program.
Feeding qualified individuals into an organization’s pipeline is a key component to prospect research. And while wealth screens through various vendors help to accomplish this task, the price of such services make them a luxury that many organizations are unable to afford. In an effort to mitigate this divide, this webinar will introduce prospecting methods through the use of open data that any organization can take advantage of to help identify the best prospects within their database.
Through the use of open database sources (particularly those that provide data for the New England area), attendees will learn how to use free public data sets to identify wealth and affinity within their organization. At the end of the presentation, attendees will know where to search for open data and how to match their organization’s constituents to individuals of interests in public data sets using Excel. This data can be used to pinpoint the most promising looking prospects, possibly as a smaller subset of data to be sent for a full wealth screening.
Target audience: Anyone who has more records in their database than they can send to a wealth screening, or people new to data analytics looking for free sources of data. No programming skills necessary, but a basic familiarity with Excel and the concepts of formulas is highly recommended.
Steve Grimes is is Director of Development Analytics and Strategy at Jazz at Lincoln Center. He oversees all reporting and analysis needs for senior leadership to help drive decision making around fundraising activities. This role is coupled with ensuring new systems and business practices are implemented on par with leading industry standards to enable JALC’s fundraising goals to be efficiently and effectively me. Previously, he was the Prospect Research Analyst at the ACLU working with the Principal Gifts team in the national office. Steve began his development career in 2006 as a prospect researcher at St. John’s University. He received a Bachelor’s degree in psychology from SUNY at Old Westbury, a Master’s degree in sociology from St. John’s University, another Master’s degree in media studies from CUNY at Brooklyn College, and completed doctoral courses at Rutgers University before deciding to focus solely on his development career.
Engaging Millennials to Raise Big Money
Thursday, September 26, 2019
2:30 PM- 4:00 PM
Currently, over $31 trillion in wealth transfer has already begun in high-net worth families across the country. With the next generation poised to inherit this wealth, building strong relationships with millennial donors is key to a robust fundraising strategy. Join Alyssa Wright, a thought leader in intergenerational philanthropy, in learning how to engage millennial donors in giving strategies. In this interactive and informative session, attendees will learn how to go beyond traditional fundraising strategies to engage, retain, and inspire millennial donors. Plus, learn how to leverage the enthusiasm and passion of millennials to inspire current donors and upgrade gifts!
Alyssa Wright is CEO/Consultant of Wright Consulting. She is an award-winning artist, strategic philanthropic advisor, and creative social impact strategist. Throughout her career, Alyssa has collaborated with dozens of nonprofit organizations, companies, and philanthropists who desire innovative and collaborative ways to create impact in their respective fields. With over a decade of experience in international philanthropy and human rights activism in Eastern Europe, Africa, and the United States, Alyssa started Wright Consulting Group to deepen her work in facilitating social change. A regular contributor to Forbes, Global Giving, Feminist Wednesday and Levo League, Alyssa is a powerful Millennial voice in the social change movement.
Research Basics Bootcamp
Friday, October 4, 2019
9:00 AM - 9:30 AM Registration and Breakfast
9:30 AM - 4:00 PM Program
Sheraton Portsmouth Harborside Hotel
250 Market Street
Portsmouth, NH 03801
This Bootcamp program will be repeated in the Boston area at a later date in the winter/spring.
Research Basics Bootcamp is a 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.This full day of learning will cover such subjects as:
FACULTY:
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts. Lisa has served as the Treasurer of the Board of Directors of NEDRA and was the Conference Co-Chair for two NEDRA conferences. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years.
NEDRA Member: $199
Non-Member (New Member): $298
*Note: Non-member registration includes a full year of NEDRA membership.
SCHEDULE:
9:00 AM Registration & Breakfast
9:30 AM Program begins
4:00 PM Program concludes
Morning refreshments, lunch, and afternoon snacks will be served.
DRIVING DIRECTIONS:
http://www.sheratonportsmouth.com/directions
PARKING:Sheraton Portsmouth Parking Self-Parking ($19.00 per day) or Valet-Parking ($24.00 per day) are available.
© 2018 New England Development Research Association
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