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    • Thu, July 07, 2022
    • 3:00 PM
    • Thu, July 28, 2022
    • 4:30 PM
    • Online
    • 0
    Join waitlist

    High Finance for Prospect Researchers: Private Equity and Hedge Funds*

    *minimum 2 years in Prospect Research required


    Thursday, July 7, 2022 – Thursday, July 28, 2022


    CLASS SCHEDULE

    Thursday, July 7, 3:00PM – 4:30PM (ET)
    Thursday, July 14,
    3:00PM – 4:30PM (ET)
    Thursday, July 21, 3:00PM – 4:30PM (ET)

    Thursday, July 28, 3:00PM – 4:30PM (ET)


    PROGRAM DESCRIPTION:

    The US Financial Services industry creates, maintains, and perpetuates a disproportionate number of personal fortunes. 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.

    This four week survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:

    • A particular focus on the unique business models, organizational structures, and executive compensation practices of specialized firms in the industry
    • An examination and review of relevant public disclosure forms and filings and specialized sources

    • A discussion of techniques and approaches for deriving wealth and capacity estimates and distilling information for frontline fundraisers for donor prospects

    • Suggested reference resources and readings, and Q&A during every session

    Class Descriptions (order of coverage subject to change):


    Class 1

    • The Financial Industry Sector Overview
    • The Commercial Funding Continuum
    • Seed Stage and Early Venture Capital

    Class 2

    • The Partnership Model and LPs
    • The Investment Fund structure
    • Compensation in Private Equity Part 1: Fees, Carry and Ownership

    Class 3

    • Compensation in Private Equity Part 2: Additional Considerations for more nuanced evaluations
    • Investment trends and target industries
    • Blockchain and Cryptocurrency

    Class 4

    • The ADV form and ownership
    • Hedge Funds (+ Activist Investors)
    • Compensation in Hedge funds

     

    FACULTY:

    Valerie Anastasio is Senior Director of Prospect Development at Boston Children’s Hospital Trust. 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 serves on the board of the BARKA Foundation, an international development organization addressing water resources and women’s empowerment issues in Burkina Faso and neighboring West African countries. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.


    COST:

    $225 Members

    $275 Non-Members


    Are you a current or recently lapsed NEDRA member and want to attend this program for free? Deadline to apply for the need-based NEDRA Community Scholarship is the end of the day on Friday, June 24, 2022.


    LOCATION:

    Attendees will receive a Zoom in advance of the first class. Please note, NEDRA's High Finance sessions are not recorded.


    DEADLINES:

    Registration for this event closes on Wednesday, July 6, 2022 at 9AM.


    Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.
    • Wed, July 13, 2022
    • 2:00 PM - 3:00 PM
    • Online
    • 7
    Register

    Data Warehouse Think Tank


    Wednesday, July 13th, 2022


    2:00 PM - 3:00 PM EST

     

    Online


    PROGRAM DESCRIPTION:

    The Data Warehouse Think Tank welcomes anyone who would like to learn about how a data warehouse can help elevate reporting at your institution. There will be a brief overview of the data warehouse concept before we turn to sharing best practices with one another. Come prepared to share what's worked at your institutions and with questions for your colleagues. This will be a collaborative session!


    FACILITATORS:

    Deb Chaulk is the Associate Vice President for Advancement Operations at Williams College and has held that position since November 2018.  Her experience in Advancement Operations spans multiple decades. Prior to arriving at Williams, she was the Director of Advancement Technology Services at the Smithsonian Institution helping to move 19 museums, 9 cultural centers, and the National Zoo into one fundraising database.  She was also the Director of Donor Relations at Macalester College and Carleton College.  She began her career in the software industry, working at for a banking software company (6 years) and then BSR (13 years) which eventually became Ellucian.  She serves on the boards of the Berkshire Food Project and Negative Space, a MN-based non-profit serving the needs of caregivers. She is a graduate of The University of Virginia and Boston University.

     

    Nicole Sibley is the Director of Advancement Reporting & Systems at Amherst College, where she leads a team of six programmers / analysts and heads up the current Advancement database and reporting conversion. She has a Master’s Degree in Information Science & Technology from Simmons College’s School of Library & Information Science, with an undergraduate degree from the University of Massachusetts Amherst. She has15 years of experience, and prior to Amherst, worked at Smith College.


    COST:

    Free for Members

    $25 Non-Members


    Are you a recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship. Deadline to apply is Wednesday, June 22,  2022


    LOCATION:

    Attendees will receive a Zoom link a day before the event; this think tank will be held as a Zoom meeting and a recording will not be available.


    DEADLINES:

    Registration for this event closes on July  12, 2022 at 5PM.


    Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.


    • Tue, July 19, 2022
    • 10:00 AM - 11:30 AM
    • Online
    • 34
    Register

    Dashboard Development for Every Team


    Tuesday, July 19, 2022

    Time: 10:00AM – 11:30AM EST 

     

    Online


    PROGRAM DESCRIPTION:

    Everybody loves a good dashboard! Whether you’re just starting out in dashboard design, are maintaining grassroots dashboards for your team, or are a developer creating automated dashboards for your organization this presentation is for you. Join panelists and facilitators from Beth Israel Lahey Health and Yale University for a discussion of tips, strategies, and priorities for taking your next steps … or first steps … in the world of data visualization. Already an expert? This is also a great opportunity to share your experience with a community ready to take their game to the next level. Everyone is welcome, so bring your questions and insights to the table as we learn and grow together.


    PANELISTS:

    Andrew Berta, Reporting Analyst, Beth Israel Lahey Health


    Andrew Berta is a reporting analyst for Beth Israel Lahey Health (BILH). He and his team provide the health system’s philanthropy office with both static data summaries and live-time reporting solutions to drive data-informed strategy. His team also navigated the centralization of 11 unique hospital donor databases for BILH when the health system was created. Andrew specializes in the adaptation and implementation of reports built in the Power BI data visualization platform.

     

    Prior to his current role, Andrew started his career in philanthropy on the Prospect Research and Prospect Management teams at Beth Israel Deaconess Medical Center. A graduate of MIT, he has a keen interest in leveraging analytical solutions in philanthropy. When he’s not crunching numbers and building virtual dashboards, he’s likely either out jogging, or is harvesting calamansi from the tree in his front yard.

     

    Rachel Davies, Senior Research Analyst, Yale University


    Rachel started her professional life as a Reference Librarian at a community college, after majoring in history and English literature in college. When she needed new challenges, she went back to college and studied physics and astronomy. She earned a Master's degree in astrophysics, but burned out on the graduate student life before finishing her Ph.D. After graduate school Rachel joined the Office of Development at Yale, where she was happy to rediscover a life that did not involve working on the weekends.

     

    Rachel started out doing standard prospect research but quickly transitioned into data analysis projects. She now does data analysis, helps maintain data hygiene, creates visualizations, and trains researchers and other staff to work with data and to use research databases. She enjoys her current position because it lets her use her library research and organization skills, her science data analysis skills, her love of solving puzzles, and her creativity, all at the same time.

     

    Ralph Nardi, Associate Director, Business Intelligence, Yale University


    As part of the Analytics and Data Services team within the Office of Development, Ralph leads the Business Intelligence (BI) effort. He oversees the strategy and development of interactive data visualizations through dashboards. For Yale’s current campaign, For Humanity, the BI team has developed over seventy-five interactive dashboards for senior leadership, schools and units, fundraising departments, and Yale College Reunion Giving. These dashboards provide real-time data to gift officers who can now see campaign totals broken out in many ways. Ralph’s motto is “my job is to make your job easier.”

     

    Ralph has been at Yale for almost thirty-two years in many different roles. He managed the BERT Reporting team, which included designing and implementing personalized dashboards and reports for each gift officer. As a result, the gift officers saw daily updates to prospect and revenue information and was the first use of interactive dashboards for the Office of Development. Also, Ralph participated in the implementations of both DARCY and Hopper, the CRMs used in the Office of Development. He was significantly involved with the oversight of standard reports and the creation of personalized tabs within Hopper. In 2015, for the Yale Tomorrow campaign, Ralph developed revenue dashboards for senior leadership, enabling daily updates to the cash and commitment totals for both central development and the schools and units. This was the first use of dashboards within the Office of Development to report out campaign totals.

     

    In his spare time, Ralph enjoys spending time with his grandson, Hudson, and watching his favorite sports teams, the Boston Red Sox and New York Jets.

     

    FACILITATORS

     

    Bryan Mullin, Associate Director, Prospect Management


    The past decade has seen Bryan transition from elementary school teacher to various higher ed development roles including technical training, database user support, and prospect management. As the inaugural Associate Director of Prospect Management at Yale he works with stakeholders across the university to develop processes that support both frontline team business goals and optimal donor experience. When he’s not refining processes at Yale you’ll likely find Bryan watching movies or playing the guitar with his wife and 3 children at their home in central Connecticut.

     

    LaShawn Underdue, Director of Prospect Management, Beth Israel Lahey Health


    LaShawn Underdue is the Director of Prospect Management for Beth Israel Lahey Health where she developed and oversees the strategic plan and vision for the “Moves Management” program for the health system. She and her team work with the fundraising staff of 11 affiliate hospitals to address activities associated with discovering, cultivating, and stewarding major gift prospects, as well as conduct administration and analysis of fundraiser portfolios and metrics.

     

    Prior to BILH, LaShawn was the Associate Director for Prospect Management for Beth Israel Deaconess Medical Center for three years and a senior prospect researcher at Boston Children's Hospital Trust for seven years. While at BCH, LaShawn earned a LEAN Six Sigma yellow belt and helped her team build contributions toward a $1.3 billion capital campaign. A graduate Howard University and lover of good books, LaShawn began her development career in corporate research at WGBH in Boston.


    COST:

    $50 Members

    $100 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event.


    Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.



    DEADLINES:

    Registration for this event closes on Monday, July 18, 2022 at 5PM.


Past events

Wed, June 15, 2022 NEDRA 2022 Annual Business Meeting
Thu, May 05, 2022 NEDRAcon2022 Annual Conference
Tue, April 12, 2022 Venture Into the World of NFTs
Thu, April 07, 2022 Research Basics Bootcamp
Tue, March 22, 2022 Onboarding Think Tank
Fri, March 04, 2022 High Finance for Prospect Researchers: Private Equity and Hedge Funds
Thu, February 10, 2022 Prospect Management Workshop
Wed, February 02, 2022 Partnering with Planned Giving
Thu, January 27, 2022 Free Resources Think Tank
Fri, January 21, 2022 Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
Wed, January 19, 2022 Recruiting and Onboarding Think Tank
Thu, January 13, 2022 Research Basics Bootcamp
Thu, December 09, 2021 Compensation and Salary Survey Think Tank
Mon, December 06, 2021 Directors Roundtable
Mon, November 08, 2021 Small Shop Panel
Wed, October 27, 2021 Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
Thu, September 23, 2021 Research Basics Bootcamp
Wed, August 25, 2021 Parent Research Think Tank
Tue, July 27, 2021 VINO: NEDRA Team Trivia
Tue, June 15, 2021 NEDRA 2021 Annual Business Meeting
Thu, May 13, 2021 NEDRAcon2021 Annual Conference
Tue, April 13, 2021 Demystifying SEC Filings
Wed, April 07, 2021 Think Tank: Tips, Tools and Tricks on Resources
Thu, April 01, 2021 Think Tank: Days of Future Past Pandemic - Conversations on the State of Philanthropy Data Science
Tue, March 30, 2021 Cryptocurrency – What It Is, How to Accept Gifts, and How to Measure Its Value
Fri, March 26, 2021 High Finance Course for Prospect Researchers (March/April 2021 session)
Thu, March 25, 2021 Think Tank: Metrics in the Time of Corona
Wed, March 24, 2021 Author Book Reading: Tuesday Mooney Talks With Ghosts (a joint program with APRA Florida)
Tue, March 23, 2021 Think Tank: Listen, Learn, and Discuss – Planet Money’s “We Set Up An Offshore Company in a Tax Haven” Podcast
Thu, March 11, 2021 Research Basics Bootcamp
Thu, March 04, 2021 International Research: An Exploration of China
Thu, February 25, 2021 Think Tank: Ellucian Advance
Tue, February 09, 2021 Data Analytics for Prospect Researchers:
Fri, January 22, 2021 High Finance Course for Prospect Researchers (January/February 2021 session)
Wed, December 09, 2020 Think Tank: Raiser’s Edge
Thu, December 03, 2020 Diversifying Donor Bases: An Action Plan
Thu, November 19, 2020 Score Trek Discovery: Employing Test Construction Methods to Measure Donor/Prospect Inclination
Thu, November 12, 2020 Think Tank: Reputational Risk and Philanthropic Due Diligence
Fri, November 06, 2020 High Finance Course for Prospect Researchers
Wed, November 04, 2020 Prospect Management Workshop
Wed, November 04, 2020 Think Tank: “Is That a Major Gift Sequence in Your Constituent’s Genes or….”: Brainstorming a Novel Approach for Donor/Prospect History Presentation
Tue, October 27, 2020 Creative Collaboration: Taking the Path from Reaction to Relationship
Fri, October 23, 2020 Risky Business: Creating a due diligence policy for your organization and how it differs from prospect research
Thu, October 15, 2020 NEDRA Excel Series Part 3: Pivot Tables and Charts
Thu, October 08, 2020 Research Basics Bootcamp
Thu, October 01, 2020 Think Tank: Diversity, Equity & Inclusion (DEI) and Corporate & Foundation Research
Mon, September 28, 2020 NEDRA Excel Series Part 2: Formulas and Functions
Thu, September 17, 2020 Finding Your Way Through the C&F Wonderland
Mon, September 14, 2020 NEDRA Excel Series Part 1: Tips and Tricks
Thu, September 03, 2020 VINO: NEDRA Team Trivia
Tue, June 30, 2020 Virtual Conversation: Prospect Management
Thu, June 25, 2020 Virtual Conversation: Higher Education
Tue, June 23, 2020 Virtual Conversation: Segmenting your Database in Good Times or Bad
Tue, June 23, 2020 Virtual Conversation: Analyzing Stock Holdings During a Crisis
Thu, June 18, 2020 Virtual Conversation: Membership Organizations
Wed, June 10, 2020 RStudio and Reproducible Research: Cleaning and Preparing Your Data
Tue, June 09, 2020 Research Basics Bootcamp
Fri, June 05, 2020 Virtual Conversation: Corporations and Foundations
Wed, June 03, 2020 Virtual Conversation: Healthcare
Fri, May 29, 2020 Virtual Conversation: Proactive Projects
Wed, May 27, 2020 Virtual Conversation: Analytics from Home
Thu, May 21, 2020 Virtual Conversation: Prospect Management
Wed, May 20, 2020 Virtual Conversation: Special Events
Tue, May 19, 2020 Virtual Conversation: Western MA
Fri, May 15, 2020 Virtual Conversation: Resources and Tools
Tue, May 12, 2020 Virtual Conversation: Who's Doing Well Now?
Tue, May 05, 2020 Virtual Conversation: Analyzing Stock Holdings During a Crisis
Fri, May 01, 2020 Virtual Conversation: Managing Remotely
Mon, April 27, 2020 VINO: NEDRA Networking
Wed, April 22, 2020 VINO: NEDRA Networking
Thu, April 16, 2020 VINO: NEDRA Networking
Tue, April 07, 2020 VINO: NEDRA Networking
Thu, April 02, 2020 Webinar: Research as a Second Language
Wed, April 01, 2020 VINO: NEDRA Networking
Thu, March 26, 2020 VINO: NEDRA Networking
Wed, March 04, 2020 Think Tank: Parents as Prospects
Tue, March 03, 2020 Webinar: Pave the On Ramp: How Data Visualizations Can Help You Onboard New Fundraisers
Thu, February 27, 2020 International Research: Asia
Thu, February 13, 2020 VINO: NEDRA Networking in Maine
Tue, February 11, 2020 Think Tank: Inclination & Capacity Estimation
Wed, January 22, 2020 Research Basics Bootcamp
Wed, January 15, 2020 Think Tank: Research Strategies for Briefings
Fri, December 06, 2019 High Finance Workshop
Tue, December 03, 2019 Lunch VINO: NEDRA Networking in Western Mass
Wed, November 20, 2019 VINO: NEDRA Networking in Boston
Wed, November 13, 2019 Directors Round Table
Wed, October 30, 2019 Genealogy and Prospect Research
Wed, October 23, 2019 Finding Connections (Relationship Mapping)
Fri, October 04, 2019 Research Basics Bootcamp
Tue, October 01, 2019 Inclination & Capacity Estimation
Thu, September 26, 2019 Engaging Millennials to Raise Big Money
Wed, September 25, 2019 Webinar: Prospecting on a Budget: Identifying your Pipeline through Public Data
Thu, September 19, 2019 Prospect Management Think Tank
Tue, September 10, 2019 Diversity and Inclusion for Prospect Researchers Think Tank
Mon, August 26, 2019 What's Going On? Creating and Sharing Prospect Research Intelligence in Your Organization
Fri, July 12, 2019 Webinar: Lyft that Rocket Lab to the Improbable (all things “unicorn”)
Tue, June 25, 2019 International Research: Middle East
Fri, June 21, 2019 Lunch VINO: NEDRA Networking in Maine
Wed, June 19, 2019 Healthcare Think Tank
Thu, June 13, 2019 VINO: NEDRA Networking in New Hampshire
Thu, June 06, 2019 VINO: NEDRA Networking in Connecticut
Wed, May 29, 2019 The Nuts and Bolts of Volunteering with NEDRA
Thu, May 16, 2019 VINO: NEDRA Networking in Boston
Thu, May 02, 2019 VINO: NEDRA Networking in Western Mass
Fri, April 26, 2019 The Ins and Outs of Corporate and Foundation Research
Thu, April 25, 2019 NEDRAcon2019 Highlights!
Wed, April 10, 2019 2019 NEDRA Annual Conference (General Admission)
Wed, April 10, 2019 2019 NEDRA Annual Conference (Prepaid & Complimentary)
Wed, April 10, 2019 2019 NEDRA Annual Conference (Member)
Tue, March 12, 2019 Research Basics Bootcamp
Fri, March 01, 2019 Data Science Think Tank
Fri, March 01, 2019 The Shadow of Wealth: How Ultra-High-Net-Worth Individuals and Wealth Managers Protect Their Wealth Through Hidden Assets
Tue, February 26, 2019 Quiet Perseverance: A Prospect Management Tale
Wed, February 13, 2019 VINO: NEDRA Networking in New Haven
Wed, February 13, 2019 Large Shop Think Tank
Thu, February 07, 2019 Prospect Compensation Think Tank
Wed, January 30, 2019 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
Thu, November 08, 2018 Prospect Management Think Tank
Mon, November 05, 2018 An Introduction to OKRS: How Operations Changed Office-wide Goal Setting
Fri, October 26, 2018 GDPR Think Tank
Fri, October 19, 2018 Building a Major Gift Model Using Microsoft Excel
Fri, October 12, 2018 Prospect Management Think Tank
Fri, September 28, 2018 International Research: India
Fri, September 21, 2018 Excel for Prospect Researchers and Portfolio Managers
Wed, September 12, 2018 Prospect Management Think Tank
Fri, September 07, 2018 Research Basics Bootcamp
Thu, August 23, 2018 Networking Lunch - New Hampshire
Fri, August 17, 2018 Ice Cream Social Networking Event
Fri, June 22, 2018 Understanding and Utilizing SEC Filings
Tue, June 19, 2018 NEDRA Networking Lunch in Western MA
Tue, June 05, 2018 Think Tank: Resource Refresh
Thu, May 24, 2018 Affinity Scores and Donor Engagement
Thu, April 26, 2018 2018 NEDRA Annual Conference
Wed, April 25, 2018 Research Basics Bootcamp
Wed, April 25, 2018 Fundraising Data Science Summit
Tue, April 17, 2018 Optimizing your Data Science Workflow in R
Thu, April 05, 2018 NEDRA Night Out
Tue, April 03, 2018 Directors Round Table Think Tank
Mon, April 02, 2018 Think Tank: Prospect Management and Capacity Ratings
Fri, March 30, 2018 Building a Major Gift Model Using Microsoft Excel
Wed, March 21, 2018 Think Tank: Small Shop Prospect Research and Management
Fri, March 16, 2018 Two Sides of the Coin: Hiring and Getting Hired
Fri, March 09, 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
Fri, March 02, 2018 International Research: Asia
Fri, February 23, 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
Tue, February 13, 2018 Think Tank: Large Shop Prospect Research and Management
Fri, February 02, 2018 Think Tank: Small Shop Prospect Research and Management
Fri, January 26, 2018 Understanding and Utilizing SEC Filings
Fri, January 19, 2018 Corporate and Foundation Research
Fri, January 12, 2018 The Road Ahead: Campaign Planning and Prospect Development
Fri, November 17, 2017 Research Basics Bootcamp
Tue, November 07, 2017 Residential Real Estate Review
Fri, October 27, 2017 Think Tank: Healthcare
Tue, October 17, 2017 Prospect Management Panel
Fri, September 15, 2017 VINO: NEDRA Networking in Connecticut
Tue, September 12, 2017 International Research: United Kingdom
Wed, August 30, 2017 Research Basics Bootcamp
Wed, July 19, 2017 Lunch VINO: NEDRA Networking in Maine
Tue, June 20, 2017 Think Tank: Prospect Management
Thu, April 27, 2017 NEDRA 2017 Annual Conference
Wed, April 26, 2017 Research Basics Bootcamp
Thu, April 06, 2017 New Hampshire: Celebrating 30 Years of NEDRA
Thu, March 30, 2017 Maine: Celebrating 30 Years of NEDRA
Wed, March 29, 2017 Directors Round Table
Fri, March 24, 2017 Think Tank: Data Analytics Show & Tell
Thu, March 09, 2017 Greater Boston: Celebrating 30 Years of NEDRA
Wed, February 22, 2017 Think Tank: International Research
Fri, February 03, 2017 Western Mass: Celebrating 30 Years of NEDRA
Fri, January 27, 2017 Connecticut: Celebrating 30 Years of NEDRA
Fri, January 27, 2017 Think Tank: Resource Refresh!
Tue, January 24, 2017 Celebrating 30 Years of NEDRA in Rhode Island
Mon, December 12, 2016 Prospect Research Basics Bootcamp (Boston)
Tue, November 29, 2016 Think Tank: Prospect Management
Thu, November 10, 2016 NEDRA Night Out
Thu, November 10, 2016 Unconscious Bias with Harvard's Christopher Dial
Thu, October 20, 2016 Estimating Private Company Value
Thu, June 09, 2016 NEDRA Night Out
Thu, May 19, 2016 Directors Round Table
Thu, April 28, 2016 NEDRA Networking Lunch in Western MA
Thu, April 14, 2016 NEDRA 2016 Annual Conference
Wed, April 13, 2016 NEDRA Spring 2016 Research Basics Bootcamp
Thu, March 10, 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
Wed, January 20, 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
Thu, December 10, 2015 NEDRA VINO
Fri, November 20, 2015 Research Basics Bootcamp
Wed, October 21, 2015 Portfolio Management: From Adequate to Amazing
Thu, October 01, 2015 WEBINAR: Researching Prospects in India with Beth Bandy
Fri, September 25, 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
Wed, September 23, 2015 RING: Social Media
Fri, September 18, 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
Thu, June 25, 2015 WEBINAR: Tips and Practices on Corporate Research
Fri, May 08, 2015 RING: Commercial Real Estate
Fri, May 01, 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
Thu, April 16, 2015 NEDRA 2015 Annual Conference
Thu, April 16, 2015 VIP Conference Registration
Wed, April 15, 2015 Research Basics Bootcamp
Tue, March 24, 2015 RING: Strategies for Re-energizing Prospect Portfolios
Thu, February 05, 2015 RING: Corporate and Foundation Research
Fri, December 05, 2014 WEBINAR: Pipeline Management During A Campaign
Fri, November 21, 2014 Research Basics Bootcamp
Wed, November 12, 2014 NEDRA VINO
Fri, October 31, 2014 Research Basics Bootcamp
Thu, September 18, 2014 Residential Real Estate Review
Thu, September 11, 2014 RING: APRA Conference Recap Roundtables
Fri, August 01, 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
Fri, May 30, 2014 Panel: Inside Chinese Philanthropy
Wed, April 16, 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
Thu, March 20, 2014 NEDRA 2014 Annual Conference
Thu, March 20, 2014 NEDRA 2014 Annual Conference - VIP Registration
Wed, March 19, 2014 Research Basics Bootcamp
Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
Fri, December 13, 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
Thu, November 14, 2013 RING: Discover The Golden Egg - How to find elusive international prospects
Fri, October 18, 2013 Research Basics Bootcamp
Fri, September 20, 2013 Research Basics Bootcamp
Fri, July 12, 2013 Development Analytics 102
Fri, July 12, 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
Fri, June 07, 2013 Development Analytics 101
Mon, April 29, 2013 NEDRA Annual Conference- Sold Out
Thu, March 21, 2013 RING: Parents as Prospects
Fri, March 15, 2013 The Road Ahead: Campaign Planning and Prospect Research
Thu, March 07, 2013 RING: Planned Giving and Research
Fri, February 01, 2013 RING: Parents as Prospects - Researching Strategies for Parents
Fri, January 25, 2013 RING: Organizational Potluck - Making the Most of Internal Resources
Fri, December 07, 2012 RING: The Financial Services Industry
Thu, December 06, 2012 RING: Large Research Shops
Tue, December 04, 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
Fri, November 16, 2012 Research Basics Bootcamp
Thu, November 15, 2012 Directors Forum
Wed, November 14, 2012 RING: Small Shop Research
Wed, October 31, 2012 Donor Screening: How To Do It On A Budget
Fri, October 26, 2012 Development Analytics 101
Fri, October 19, 2012 Research Basics Bootcamp
Tue, October 16, 2012 The Frugal Researcher
Fri, June 08, 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
Thu, March 29, 2012 Research Directors Forum
Fri, March 16, 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
Fri, March 16, 2012 RING: Parent Programs & Research (Connecticut)
Fri, March 09, 2012 RING: Parent Programs & Research (Massachusetts)
Thu, March 08, 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
Tue, December 06, 2011 RING: Corporate and Foundation Research
Thu, November 17, 2011 RING: Small Shop Research
Fri, November 04, 2011 Joys of Compounding Wealth
Fri, October 28, 2011 Mineral, Air and Water Rights
Thu, October 20, 2011 CT Research Basics Bootcamp
Wed, October 05, 2011 Research Basics Bootcamp
Wed, September 28, 2011 RING: Proactive Research
Fri, September 16, 2011 Research Directors Forum
Wed, September 07, 2011 Share Training REPLAY: Venture Philanthropy in Europe
Fri, June 24, 2011 RING: Data Analytics
Mon, May 09, 2011 NEDRA Annual Conference
Mon, April 04, 2011 Prospect Research for the Non Researcher
Thu, March 17, 2011 RING: Small Shop Talk with Paul Dakin
Wed, March 16, 2011 Fund Raising Analytics Made Easy
Wed, March 02, 2011 CT Research Directors Forum

CONTACT US:

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

© 2021 New England Development Research Association

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