Log in

Upcoming events

    • 26 Aug 2019
    • 2:00 PM - 3:30 PM
    • Dana-Farber Cancer Institute, 10 Brookline Place, Room 563, Brookline, MA 02445
    • 29
    Register

    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


    PROGRAM DESCRIPTION:

    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.

    • 10 Sep 2019
    • 2:00 PM - 3:30 PM
    • Massachusetts General Hospital Development Office Room 4200 125 Nashua Street Boston, MA
    • 20
    Register

    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


    DESCRIPTION: 


    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:

    • Recruiting, hiring, and retention in Prospect Research
    • Increasing board diversity
    • Incorporating diversity in prospect research, management, and identification

    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.


    COST:

    Free for Members

    $25 Non-Members


    PUBLIC TRANSIT:

    The closest MBTA stops are within walking distance:

    • Green Line to Science Park - exit and walk to the right along the Charles River through the Nashua Street Park. 125 Nashua Street is on the left-hand side of the street.
    • Green Line, Orange Line, or Commuter Rail to North Station - exit through North Station and follow the signs to Nashua Street.
    • Red Line to Charles MGH - walk down Charles Street/MA 3 until you reach the Science Park Green line station, cross here and walk along the Charles River/ Nashua Street Park. 125 Nashua Street is on the left-hand side of the street.

    PARKING:

    The closest garage entrance is located at 121 Nashua Street. Metered street parking is also available on Nashua Street.

    • 25 Sep 2019
    • 2:00 PM - 3:00 PM
    • Online webinar
    • 46
    Register

    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.


    PROGRAM DESCRIPTION:

    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.


    PRESENTER:

    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.


    COST:

    $85 Members

    $125 Non-Members

    • 26 Sep 2019
    • 2:30 PM - 4:00 PM
    • Dana-Farber Cancer Institute, 10 Brookline Place, Room 563, Brookline, MA 02445
    • 30
    Register

    Engaging Millennials to Raise Big Money 


    Thursday, September 26, 2019

    2:30 PM- 4:00 PM

     

    Dana-Farber Cancer Institute

    10 Brookline Place
    Room 563

    Brookline, MA 02445


    PROGRAM DESCRIPTION:

    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!


    PRESENTER:

    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.


    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.

    • 04 Oct 2019
    • 9:00 AM - 4:00 PM
    • Sheraton Portsmouth Harborside Hotel, Portsmouth, NH 03801
    • 41
    Register

    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.


    PROGRAM DESCRIPTION:

    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:

    • The Strategic Role of Advancement Research
    • Prospect Research Fundamentals
    • The Ethical Researcher
    • Advancement Research Sources and Methodology
    • Assessing Gift Capacity
    • Presenting Research


    FACULTY:

    Amy Begg is managing director of prospect management at Harvard University’s Office of Alumni Affairs and Development.  Prior to joining Harvard, Amy was the director of research at the YMCA of Greater New York in Manhattan. Amy is a trustee and secretary for the University System of New Hampshire, where she serves on the Finance Committee on Investments and the Educational Excellence Committee. She is a former board member for the New England Development Research Association and has served as president. Previously, Amy served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.


    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.


    COST:

    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


    From the North (via I-95)
    Take Exit 7 off I-95 (Downtown Portsmouth). Turn left off the exit and 1/2 mile ahead bear right at the blinking light. The hotel entrance is on the left.

    From the South (via I-95)
    Take Exit 7 off I-95 (Downtown Portsmouth). Turn right off the exit and proceed for approximately 1/2 mile. Bear right at the blinking light and the hotel entrance is on the left.


    PARKING:
    Sheraton Portsmouth Parking
    Self-Parking ($19.00 per day) or Valet-Parking ($24.00 per day) are available.




Past events

12 Jul 2019 Webinar: Lyft that Rocket Lab to the Improbable (all things “unicorn”)
25 Jun 2019 International Research: Middle East
21 Jun 2019 Lunch VINO: NEDRA Networking in Maine
19 Jun 2019 Healthcare Think Tank
13 Jun 2019 VINO: NEDRA Networking in New Hampshire
06 Jun 2019 VINO: NEDRA Networking in Connecticut
29 May 2019 The Nuts and Bolts of Volunteering with NEDRA
16 May 2019 VINO: NEDRA Networking in Boston
02 May 2019 VINO: NEDRA Networking in Western Mass
26 Apr 2019 The Ins and Outs of Corporate and Foundation Research
25 Apr 2019 NEDRAcon2019 Highlights!
10 Apr 2019 2019 NEDRA Annual Conference (Prepaid & Complimentary)
10 Apr 2019 2019 NEDRA Annual Conference (General Admission)
10 Apr 2019 2019 NEDRA Annual Conference (Member)
12 Mar 2019 Research Basics Bootcamp
01 Mar 2019 Data Science Think Tank
01 Mar 2019 The Shadow of Wealth: How Ultra-High-Net-Worth Individuals and Wealth Managers Protect Their Wealth Through Hidden Assets
26 Feb 2019 Quiet Perseverance: A Prospect Management Tale
13 Feb 2019 VINO: NEDRA Networking in New Haven
13 Feb 2019 Large Shop Think Tank
07 Feb 2019 Prospect Compensation Think Tank
30 Jan 2019 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
08 Nov 2018 Prospect Management Think Tank
05 Nov 2018 An Introduction to OKRS: How Operations Changed Office-wide Goal Setting
26 Oct 2018 GDPR Think Tank
19 Oct 2018 Building a Major Gift Model Using Microsoft Excel
12 Oct 2018 Prospect Management Think Tank
28 Sep 2018 International Research: India
21 Sep 2018 Excel for Prospect Researchers and Portfolio Managers
12 Sep 2018 Prospect Management Think Tank
07 Sep 2018 Research Basics Bootcamp
23 Aug 2018 Networking Lunch - New Hampshire
17 Aug 2018 Ice Cream Social Networking Event
22 Jun 2018 Understanding and Utilizing SEC Filings
19 Jun 2018 NEDRA Networking Lunch in Western MA
05 Jun 2018 Think Tank: Resource Refresh
24 May 2018 Affinity Scores and Donor Engagement
26 Apr 2018 2018 NEDRA Annual Conference
25 Apr 2018 Fundraising Data Science Summit
25 Apr 2018 Research Basics Bootcamp
17 Apr 2018 Optimizing your Data Science Workflow in R
05 Apr 2018 NEDRA Night Out
03 Apr 2018 Directors Round Table Think Tank
02 Apr 2018 Think Tank: Prospect Management and Capacity Ratings
30 Mar 2018 Building a Major Gift Model Using Microsoft Excel
21 Mar 2018 Think Tank: Small Shop Prospect Research and Management
16 Mar 2018 Two Sides of the Coin: Hiring and Getting Hired
09 Mar 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
02 Mar 2018 International Research: Asia
23 Feb 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
13 Feb 2018 Think Tank: Large Shop Prospect Research and Management
02 Feb 2018 Think Tank: Small Shop Prospect Research and Management
26 Jan 2018 Understanding and Utilizing SEC Filings
19 Jan 2018 Corporate and Foundation Research
12 Jan 2018 The Road Ahead: Campaign Planning and Prospect Development
17 Nov 2017 Research Basics Bootcamp
07 Nov 2017 Residential Real Estate Review
27 Oct 2017 Think Tank: Healthcare
17 Oct 2017 Prospect Management Panel
15 Sep 2017 VINO: NEDRA Networking in Connecticut
12 Sep 2017 International Research: United Kingdom
30 Aug 2017 Research Basics Bootcamp
19 Jul 2017 Lunch VINO: NEDRA Networking in Maine
20 Jun 2017 Think Tank: Prospect Management
27 Apr 2017 NEDRA 2017 Annual Conference
26 Apr 2017 Research Basics Bootcamp
06 Apr 2017 New Hampshire: Celebrating 30 Years of NEDRA
30 Mar 2017 Maine: Celebrating 30 Years of NEDRA
29 Mar 2017 Directors Round Table
24 Mar 2017 Think Tank: Data Analytics Show & Tell
09 Mar 2017 Greater Boston: Celebrating 30 Years of NEDRA
22 Feb 2017 Think Tank: International Research
03 Feb 2017 Western Mass: Celebrating 30 Years of NEDRA
27 Jan 2017 Connecticut: Celebrating 30 Years of NEDRA
27 Jan 2017 Think Tank: Resource Refresh!
24 Jan 2017 Celebrating 30 Years of NEDRA in Rhode Island
12 Dec 2016 Prospect Research Basics Bootcamp (Boston)
29 Nov 2016 Think Tank: Prospect Management
10 Nov 2016 NEDRA Night Out
10 Nov 2016 Unconscious Bias with Harvard's Christopher Dial
20 Oct 2016 Estimating Private Company Value
09 Jun 2016 NEDRA Night Out
19 May 2016 Directors Round Table
28 Apr 2016 NEDRA Networking Lunch in Western MA
14 Apr 2016 NEDRA 2016 Annual Conference
13 Apr 2016 NEDRA Spring 2016 Research Basics Bootcamp
10 Mar 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
20 Jan 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
10 Dec 2015 NEDRA VINO
20 Nov 2015 Research Basics Bootcamp
21 Oct 2015 Portfolio Management: From Adequate to Amazing
01 Oct 2015 WEBINAR: Researching Prospects in India with Beth Bandy
25 Sep 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
23 Sep 2015 RING: Social Media
18 Sep 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
25 Jun 2015 WEBINAR: Tips and Practices on Corporate Research
08 May 2015 RING: Commercial Real Estate
01 May 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
16 Apr 2015 VIP Conference Registration
16 Apr 2015 NEDRA 2015 Annual Conference
15 Apr 2015 Research Basics Bootcamp
24 Mar 2015 RING: Strategies for Re-energizing Prospect Portfolios
05 Feb 2015 RING: Corporate and Foundation Research
05 Dec 2014 WEBINAR: Pipeline Management During A Campaign
21 Nov 2014 Research Basics Bootcamp
12 Nov 2014 NEDRA VINO
31 Oct 2014 Research Basics Bootcamp
18 Sep 2014 Residential Real Estate Review
11 Sep 2014 RING: APRA Conference Recap Roundtables
01 Aug 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
30 May 2014 Panel: Inside Chinese Philanthropy
16 Apr 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
20 Mar 2014 NEDRA 2014 Annual Conference - VIP Registration
20 Mar 2014 NEDRA 2014 Annual Conference
19 Mar 2014 Research Basics Bootcamp
11 Feb 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
11 Feb 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
13 Dec 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
14 Nov 2013 RING: Discover The Golden Egg - How to find elusive international prospects
18 Oct 2013 Research Basics Bootcamp
20 Sep 2013 Research Basics Bootcamp
12 Jul 2013 Development Analytics 102
12 Jul 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
07 Jun 2013 Development Analytics 101
29 Apr 2013 NEDRA Annual Conference- Sold Out
21 Mar 2013 RING: Parents as Prospects
15 Mar 2013 The Road Ahead: Campaign Planning and Prospect Research
07 Mar 2013 RING: Planned Giving and Research
01 Feb 2013 RING: Parents as Prospects - Researching Strategies for Parents
25 Jan 2013 RING: Organizational Potluck - Making the Most of Internal Resources
07 Dec 2012 RING: The Financial Services Industry
06 Dec 2012 RING: Large Research Shops
04 Dec 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
16 Nov 2012 Research Basics Bootcamp
15 Nov 2012 Directors Forum
14 Nov 2012 RING: Small Shop Research
31 Oct 2012 Donor Screening: How To Do It On A Budget
26 Oct 2012 Development Analytics 101
19 Oct 2012 Research Basics Bootcamp
16 Oct 2012 The Frugal Researcher
08 Jun 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
29 Mar 2012 Research Directors Forum
16 Mar 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
16 Mar 2012 RING: Parent Programs & Research (Connecticut)
09 Mar 2012 RING: Parent Programs & Research (Massachusetts)
08 Mar 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
06 Dec 2011 RING: Corporate and Foundation Research
17 Nov 2011 RING: Small Shop Research
04 Nov 2011 Joys of Compounding Wealth
28 Oct 2011 Mineral, Air and Water Rights
20 Oct 2011 CT Research Basics Bootcamp
05 Oct 2011 Research Basics Bootcamp
28 Sep 2011 RING: Proactive Research
16 Sep 2011 Research Directors Forum
07 Sep 2011 Share Training REPLAY: Venture Philanthropy in Europe
24 Jun 2011 RING: Data Analytics
09 May 2011 NEDRA Annual Conference
04 Apr 2011 Prospect Research for the Non Researcher
17 Mar 2011 RING: Small Shop Talk with Paul Dakin
16 Mar 2011 Fund Raising Analytics Made Easy
02 Mar 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