Independent Schools Think Tank
Tuesday, June 20, 2023
1:00 P.M. - 2:00 P.M.
Join us for an informal discussion on research in independents schools. The session will provide an opportunity to discuss software that we are using, research on international families tips and tricks, and best practices for new family research. Come share you lessons learned, success stories, and/or your current most challenging research projects in a conversation facilitated by Sarah Wallace, Research and Planned Giving Officer at Avon Old Farms School.
What’s on your mind? Register today and let us know what you would like the group to discuss!
FACILITATOR:
Sarah Wallace Research and Planned Giving Officer, Avon Old Farms School
Sarah has been with the Alumni and Development Department at Avon Old Farms School for the last five and a half years performing research and prospect development. She is also responsible for The Riddle Society, Avon Old Farms School’s Planned Giving program. Prior to her career in Alumni and Development she served as an Army officer in the Signal Corps, with 6 years on active duty and two in the North Carolina National Guard. She then took off 13 years to raise her girls. Sarah is an avid runner having completed 29 marathons, and many other shorter races. She has a B.S. in Business Administration from LaSalle University and an MBA from St. Martin’s College earned while on active duty.
COST:
Free for Members
$25 Non-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 by Tuesday, May 30th. Apply now.
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 Monday, June 19, 2023 at 5PM.
R-cubed: Residential Real Estate Review
Wednesday, June 21, 2023
2PM- 3:30PM (ET)
Online
Real estate data is typically the easiest asset for a Researcher to identify. However, the value of a property alone isn't always a good indicator of wealth. Understanding the context behind a "value" is crucial to understanding how a property should, or should not, be viewed as a capacity indicator. Focusing on US residential real estate, this session will review today's market and provide tips and tools to help Researchers best interpret real estate data. For many years, this real estate session was a conference favorite, and after a 6-year hiatus, Melissa is reviving this session specifically for NEDRA!
PRESENTER:
Melissa Bank Stepno has worked in the prospect development and non-profit industry for over twenty years, spending the majority of that time consulting with non-profit organizations across the country on using wealth screenings, predictive modeling and other analytics to drive prospecting efforts and strategic decision making.
As a frequent speaker at industry events and contributor to whitepapers and articles, her areas of interest include the effective use of data and analytics to drive fundraising growth, the impact of high-net-worth philanthropy on major giving programs, and developing best practices for prospect research and prospect management.
Based in NH, Melissa is currently serving in her final year on the Apra Board, having led the organization as President from 2021-2022. She is also a previous NEDRA and AFP NNE Board Member. Melissa received her BA from Brandeis University and master's degrees in Arts Administration and Higher Education Administration from Boston University.
$50 Members
$100 Non-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.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.
Deadline for registration will be June 20th at 12PM.
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