Log in

Upcoming events

    • Tue, February 11, 2020
    • 10:30 AM - 12:00 PM
    • The Jackson Laboratory, 10 Discovery Drive, Farmington, CT 06032
    • 20
    Register

    Think Tank: Inclination & Capacity Estimation


    Tuesday, February 11, 2020

    10:30 AM - 12:00 PM


    The Jackson Laboratory

    10 Discovery Drive

    Farmington, CT 06032


    PROGRAM DESCRIPTION: 


    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.


    FACILITATOR:

    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.


    COST:

    Free for Members

    $25 Non-Members





    • Thu, February 13, 2020
    • 6:00 PM - 8:00 PM
    • Top of the East, Westin Portland Harborview Hotel (top floor), 157 High Street, Portland, ME 04101
    • 25
    Register

    VINO: NEDRA Networking in Maine


    Thursday, February 13, 2020

    6:00 PM - 8:00 PM


    Top of the East

    Westin Portland Harborview Hotel (top floor)

    157 High Street

    Portland, ME 04101


    PROGRAM DESCRIPTION

    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.


    COST:

    Self-sponsored.


    PARKING:

    Parking is available in meter spots along surrounding streets or through the hotel’s valet ($34/day) or garage self-parking ($24/day).





      • Thu, February 27, 2020
      • 1:00 PM - 2:30 PM
      • Tufts University, 80 George Street, Room 151, Medford, MA 02155
      • 13
      Register

      International Research: Asia


      Thursday, February 27, 2020

      1:00 PM - 2:30 PM


      Tufts University

      80 George Street

      Room 151

      Medford, MA 02155


      PROGRAM DESCRIPTION:

      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.


      PRESENTER:

      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.


      COST:

      $85 Members

      $125 Non-Members


      PARKING:

      Parking is available at Cousens Parking Lot, 161 College Avenue, Medford, MA for $8 per day.



      • Tue, March 03, 2020
      • 1:00 PM - 2:30 PM
      • Online webinar
      • 43
      Register

      Pave the On Ramp: How Data Visualizations Can Help You Onboard New Fundraisers  


      Tuesday, March 3, 2020

      1:00 PM - 2:30 PM EST


      Online Webinar

      Please note that the link to access the webinar will be sent to registrants in advance of the program.


      PROGRAM DESCRIPTION:

      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.


      PRESENTER:

      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.


      COST:

      $85 Members

      $125 Non-Members




      • Wed, March 04, 2020
      • 9:00 AM - 11:00 AM
      • The Governor's Academy, Frost Building, 1 Elm Street, Byfield, MA 01922
      • 23
      Register

      Think Tank: Parents as Prospects


      Wednesday, March 4, 2020

      9:00 AM - 11:00 AM


      The Governor's Academy

      Frost Building

      1 Elm Street

      Byfield, MA 01922


      PROGRAM DESCRIPTION: 


      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.


      FACILITATOR:

      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.


      COST:

      Free for Members

      $25 Non-Members





      • Tue, March 24, 2020
      • 1:30 PM - 4:30 PM
      • Babson College, Room to be announced
      • 26
      Register

      Prospect Management Workshop  


      Tuesday, March 24, 2020

      1:30 PM - 4:30 PM

       

      Babson College

      Room to be announced

      Wellesley, MA


      PROGRAM DESCRIPTION:

      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:

      • Ability to make a convincing case for creating a prospect management system
      • Strategies for where to begin, whether or not there is initial buy-in from top leadership
      • Templates for various pieces of a prospect management system
      • A list of resources that will aid with building their own prospect management system


      PRESENTER:

      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.


      COST:

      $85 Members

      $125 Non-Members


      DIRECTIONS:

      Directions can be found at https://www.babson.edu/admission/international-students/getting-to-campus/





    Past events

    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 (Prepaid & Complimentary)
    Wed, April 10, 2019 2019 NEDRA Annual Conference (General Admission)
    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 Fundraising Data Science Summit
    Wed, April 25, 2018 Research Basics Bootcamp
    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 VIP Conference Registration
    Thu, April 16, 2015 NEDRA 2015 Annual Conference
    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 - VIP Registration
    Thu, March 20, 2014 NEDRA 2014 Annual Conference
    Wed, March 19, 2014 Research Basics Bootcamp
    Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
    Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - In Person 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

    © 2018 New England Development Research Association

    Sitemap

    Powered by Wild Apricot Membership Software