Free Resources Think Tank
Thursday, January 27th, 2022
1:00 PM - 2:30 PM EST
Come share your best free resources and walk away with some new favorites! Join us for an informal and interactive discussion about free research resources with Dave Owens and Meghan Hakanson. The session will provide an opportunity for participants to share free resources related to various topics utilizing Jamboard, a free digital whiteboard that lets participants collaborate in real time. Some topics we’ll cover include: contact information, salary and compensation, stock holdings, philanthropic giving, international resources, and more! Researchers and Prospect Managers at all experience levels are welcome. The Jamboard slides will be shared with everyone after the session. This session will not be recorded.
Meghan Hakanson is assistant director of research at Harvard University where she has worked since 2012. Previously, Meghan worked in the education department of George Washington’s Mount Vernon in Virginia for almost 6 years. She currently serves as a member of the development committee of New Roads Catholic Community in Belmont, MA. Meghan received her BA from Dickinson College in American History and her MA in American History and Museum Studies from American University.
Dave Owens is a Principal Analyst, Prospect Development at the Boston Children’s Hospital Trust, where he also began his development career as a Prospect Researcher in 2001. Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology. He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College. Dave has had an active role in NEDRA, and is currently a member of NEDRA’s Programming Committee.
Free for Members
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. Deadline to apply is Thursday, January 6, 2022
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.
Registration for this event closes on January 26, 2022 at 5PM.
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Partnering with Planned Giving
Time: 12:30 PM – 2:00PM
Please join us for a panel of Research/Planned Giving pairs from three different organizations to discuss all of this and more.
Our panel will feature (detailed bios below):
Moderator: Chris Lawler, Director of Development Research, Harvard Medical School
Amherst College: Malou Hafner, Director of Prospect Development
Julie Lackner, Director of Gift Planning
Phillips Academy: Lisa Foster, Director of Prospect Development
Grace Curley, Director of Gift Planning
Tufts University: Colleen Capodilupo, Director of Prospect Development
Brooke Anderson, Senior Director of Gift Planning
Malou Hafner has a degree in Psychology from Ateneo University, Philippines. She moved to the US in 2001 and started her career in Research in 2008 at Hampshire College, where she helped develop and implement the college's prospect management system. She moved in 2012 from Hampshire to join the Research team at Amherst College, where she now serves as the Director of the Prospect Development team, supervising an Assistant Director of Prospect Management, a Sr. Research Analyst, and a Sr. Prospect Development Analyst. She is a NEDRA Member and serves on the Programming Committee.
Julie Lackner is the Director of Gift Planning at Amherst College. Prior to Amherst, she was a part of the Gift Planning team at Mount Holyoke College. Before working in gift planning, Julie practiced law as a trusts and estates attorney.
Grace Curley is the director of gift planning at Phillips Academy in Andover, MA. Related to this NEDRA offering, prior to Andover, she was the prospect research manager at the Peabody Essex Museum for five years. She has also worked in frontline positions at her alma mater Northeastern University School of Law and the New England Baptist Hospital.
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an alumna, past parent and current parent. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming and Nominating Committees. Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.
Brooke Anderson is the Senior Director of Gift Planning at Tufts University, overseeing the University’s gift planning team, charitable trust and gift annuity program, and estate contributions. Prior to joining Tufts in 2006, Brooke held gift planning roles at the First Church of Christ, Scientist in Boston. She is a member and past president of the Planned Giving Group of New England and received her BA in International Politics and Economics from Middlebury College.
Colleen Capodilupo is Director of Prospect Development at Tufts University’s Office of University Advancement, which she joined in 2013. Prior to Tufts, Colleen served for six years as the Deputy Director of Prospect Research and Strategy at the International Rescue Committee in New York. She began her prospect research career as a research analyst with the Harvard School of Public Health. Earlier, she was a staff assistant at the MIT Media Lab and an assistant editor at Blackwell Publishers. Colleen earned a BA from Smith College. She is a member of NEDRA.
Chris Lawler is currently the director of development research at Harvard Medical School (HMS). Prior to joining HMS in 2017, he spent more than ten years as a prospect researcher in Harvard’s University Development Office. He began his career in fundraising at the Union of Concerned Scientists where he worked in a variety of roles, including prospect research and planned giving. Outside of his professional life, Chris enjoys spending time with his wife and two sons as well as trying to squeeze in time playing the drums and riding his bike.
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.
Deadline to apply is Tuesday, January 12, 2022.
Attendees will receive a Zoom link in advance of the event. This program will be held as a Zoom meeting and a recording will not be available.
Registration for this event closes on February 1, 2022 at 5PM.
Prospect Management Workshop
Thursday, February 10, 2022
1:00 PM - 3:00 PM
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 has 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. She is also as Associate for Prospect Management with Staupell Analytics Group. 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.
Deadline to apply is Thursday, January 20, 2022.
Attendees will receive a Zoom link in advance of the event and a recording will be shared within 24 hours after the event.
Registration for this event closes on Wednesday, February 9, 2022 at 5PM.
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