Research Basics Bootcamp
Thursday, October 13, 2022, 9:00 AM - 4:00 PM EST
Salem Waterfront Hotel
225 Derby Street, Salem, MA
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. The program will cover such subjects as:
Tara McMullen-King is Associate Director of Research & Consulting at The Helen Brown Group, where she works with a team of 20 consultants offering prospect research, prospect management, fundraising analytics, and due diligence research to nonprofit clients around the world. She began her career in development in 2002 supporting the Major Gifts department at Simmons College, where she ultimately went on to serve as Assistant Director of Prospect Research. Since that time, she has also worked as a Senior Research Analyst at MIT, as Associate Director of Prospect Management & Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies. Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the Group in 2013. She has been an active volunteer with NEDRA for many years and served on the board of directors from 2010-2016. During her time on the board, she served many different roles, including terms as Vice President, Secretary, Chair of the Website and Technology Committee, Chair of the Volunteer Committee, and as Chair and Editor of NEDRA News. She has served as a member of NEDRA’s Research Basics Bootcamp faculty since 2020, and led a redesign of NEDRA’s website in 2018. Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. A graduate of Smith College, she is also the founder of a wedding planning consultancy and officiates weddings in the Witch City of Salem, MA.
NEDRA Member: $199
Non-Member* (New Member): $298
*Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting email@example.com.
**All participants are expected to be vaccinated and up to date with boosters for COVID-19. Thank you for your cooperation!
Scholarships are available for this program! Deadline to apply is Thursday, September 29, 2022.
Advance registration is required.
South Harbor Parking Garage is the closest city-sponsored option to the hotel and has a rate of $0.75/hour on weekdays in October.
Public Transit: The Salem Commuter Rail Station is 1 mile away from the hotel (Newburyport/Rockport line)
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Registration for this event closes on Monday, October 10, 2022 at 1PM.
VINO: NEDRA Networking in Maine
Tuesday, October 18, 2022
5:30 PM - 7:30 PM
11 Atlantic Avenue
Brunswick, ME 04011
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. We’ll talk shop about donor research, prospect management, fundraising data science and/or anything of interest to attendees. NEDRA members and non-members are warmly welcome.
Food will be provided and drinks are self-sponsored.
Prospect Management Workshop
Wednesday, October 19, 2022
1:00 P.M. - 3:00 P.M.
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.
Ruthie Giles is a renowned thought leader in the field of prospect management. Highly sought after for her expertise in prospect management, she has spoken at NEDRA, CASE and APRA conferences, as well as various AFP and APRA chapters. Ruthie is the Associate Director of Advancement Services at Westfield State University. She is also as Associate for Prospect Development with Staupell Analytics Group. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.
$50 for members
$100 for non-members
Join the Workshop for free with the NEDRA Community Scholarship. This scholarship is available to NEDRA members (or recently lapsed members). Applications for this program are due September 28. Apply now.
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 be recorded.
Registration for this event closes on October 18, 2022 at 5PM.
Resources Think Tank
10:00 A.M. - 11:00 A.M.
Come share your best resources and walk away with some new favorites! Join us for an informal and interactive discussion about research resources with Dave Owens and Meghan Hakanson. The session will provide an opportunity for participants to share both free and paid resources related to various topics utilizing Jamboard, a free digital whiteboard that lets participants collaborate in real time. Some the 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.
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.
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 and serves on the NEDRA Program Committee. At Harvard, Meghan serves on the Recognition Committee for Alumni Affairs and Development and the Research Retreat Committee for her unit at Harvard. Meghan received her BA from Dickinson College in American History and her MA in American History and Museum Studies from American University.
Free for Members
Join this Think Tank for free with the NEDRA Community Scholarship. While Think Tanks are free for NEDRA members, recently lapsed members can still attend with a Scholarship. Applications for this Think Tank are due October 11. Apply now.
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 November 1, 2022 at 5PM.
VINO: NEDRA Networking in Western MA
Thursday, November 10, 2022
3:30 PM - 6:00 PM
1 Community Place
South Deerfield, MA 01373
Food and drinks are self-sponsored.
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