Researching UK Based Donors & Prospects
Monday, December 8, 2025
11:00AM - 12:00PM ET
Online
Have you been tasked with researching UK donor prospects but are not sure where to start? Are you interested in finding out of there are people in the UK who might make good donors to your cause? While prospect research techniques are universal, the information available in the UK may not be what you are used to having access to on your US prospects. Data protection regulations also impact what you can do and how you do it. In this discussion, we will explore themes such as:
PRESENTER:
Kerry Rock has over 30 years’ experience in research, policy and management. She joined Prospecting for Gold in 2012 and currently leads on prospect research consultancy and data protection work. She also runs their training programme, sharing her expertise in webinars and seminars.
Kerry has written hundreds of user-friendly reports and presented to wide-ranging audiences at national and international conferences, seminars and board meetings.
Kerry volunteers both within the charity sector and in her local community. She is a trustee of Cure Parkinson’s (Chairing the Board’s Fundraising & Marketing sub-Committee) and the Herts and Middlesex Wildlife Trust and sits on the Chartered Institute for Fundraising’s Consultants Special Interest Group committee. She is a member of the Market Research Society and president of the UK branch of the University of Melbourne’s Alumni Association. Closer to home, Kerry is a volunteer citizen scientist, helping to protect her local river, the Chess.
COST:
$25 Members
$50 Non-Members
LOCATION:
This program will be held as a Zoom meeting. Attendees will receive a Zoom link a day before the event. The program will NOT be recorded.
DEADLINES:
Deadline for registration will be Friday, December 5 at 4PM.
Prospect Development for Beginners
Friday, December 12, 2025
11:00 AM- 12:00 PM ET
PROGRAM DESCRIPTION:
Calling on all those who have an interest in learning more about prospect development! Come join us for this FREE webinar where we will provide a basic introduction to the field meant to spark interest, share some simple research techniques, and offer advice on how to begin a career in prospect development. Attendees will come away with:
Anyone who conducts research as part of their current role and wants to learn more should attend this program. If you manage or interact with interns, student workers, and volunteers, please encourage them to attend!
PRESENTERS:
Jen Clifford is an Interim Assistant Director of Research at Harvard University. She has worked in development since 2015 holding positions at the Boston Area Rape Crisis Center and the Peabody Essex Museum. Jen received her BA in art history from the University of Maryland and professional certificate in museum studies from Tufts University. She is currently a member of the NEDRA’s Advocacy and Professional Development Committee.
Emily Loffredo is a collaborative development professional with over 20 years of nonprofit experience in both frontline fundraising and advancement operations. She has worked for small, local nonprofits as well as large, national organizations including the National Audubon Society and the Smithsonian Institution. Throughout her career, she has held varied responsibilities, including research and prospect management, annual giving, foundation and corporate relations, gift processing, event planning, membership management, and volunteer coordination. Her varied experience gives her a strong understanding of how all aspects of a development office work together effectively and how she can best support colleagues and donors. Emily is currently Foundation, Corporation, and Research Manager at Concord Hospital Trust, the fundraising arm for Concord Hospital Health System in central New Hampshire. She provides prospect research, management, and strategy for the development team, having designed a prospect management program from the ground up, and manages grants activities, including research, cultivation, proposal writing, submission, and stewardship.
In the spirit of inclusion and bringing a more diverse community into the field of prospect research and development, we are offering this program at no cost.
Attendees will receive a Zoom link a day before the event; this program will not be recorded.
Registration for this event closes on December 11, 2025 at 3 PM.
Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.
Demystifying the Process: Presenting with NEDRA
Monday, December 15 , 2025
12:00 PM - 1:00 PM ET
Are you interested (or perhaps curious) about creating or presenting a NEDRA program or a Conference program but not quite sure where to begin? In this program, NEDRA members who have recently presented a NEDRA program or conference program will discuss the process and how they created their programs. You will hear about how they approached their presentations, their experiences, and some tips about submitting a NEDRA program. There will also be ample time for questions.
This is a FREE program that will be held as a Zoom meeting. It will not be recorded.
April Genung has worked in prospect research since 2015 at organizations such as Memorial Sloan Kettering Cancer Center, Bowdoin College, the University of California, Davis, and Amherst College. She has served on the NEDRA Board since 2021 and is a co-chair of the Conference committee. She holds an MA from UMass Amherst and an undergraduate degree from UC Davis, both in English Literature.
Erin Gianni is Director of Prospect Management and Research at Johnson & Wales University in Providence, RI. She has also held positions in prospect development at Suffolk University, Harvard University and Dana-Farber Cancer Institute. She received a BA in Psychology from the Massachusetts College of Liberal Arts and an MBA from Suffolk University. Erin has served on the NEDRA Board of Directors since 2020 and is currently a co-chair of the Conference committee.
Colleen O'Donnell is Director, Research & Prospect Development at the Museum of Fine Arts, Boston. Prior to joining the MFA in 2016, she worked in prospect research at Northeastern University. She earned a bachelor’s degree in history and Spanish from Tulane University and a master’s degree in nonprofit management from Northeastern. She has served on the NEDRA Board since 2023 and co-chairs the Programming committee.
Free for Members and Non-Members
Attendees will receive a Zoom link a day before the event; this will be held as a Zoom meeting and a recording will not be available.
Registration for this event closes on Friday, December 12 at 5pm.
VINO in Cambridge, MA at Felipe's
Tuesday, December 16, 2025
5:00PM - 7:00PM
21 Brattle St.
Cambridge, MA 02138
Is your to-do list somehow getting longer as you get closer to the holidays? Are holiday songs starting to haunt you? Come take a break and join your fellow colleagues for a networking VINO (Very Informal Networking Opportunity) at Felipe's Taqueria in Harvard Square. We will have the mezzanine space reserved from 5pm-7pm, so feel free to stop by anytime!
NEDRA members and non-members are warmly welcome.
Registration is free and encouraged so we know how many are attending as our space is reserved for no more than 30. Small snacks will be provided; drinks are self-sponsored.
Please try to register by Monday, December 15 at noon so that we can provide the venue with an approximate headcount.
Research Basics Bootcamp
Thursday, January 22, 2026, 9:00 AM - 1:00 PM ET
and
Friday, January 23, 2026, 9:00 AM - 1:00 PM ET
Online (Zoom Meeting)
Research Basics Bootcamp is a virtual program 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:
FACULTY:
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts. She is a Phillips Academy alumna and two of her four children are also alumni of the school. 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, including Scholarship and Programming. Lisa continues to serve on the NEDRA Programming and Nominating Committees and was the Co-Chair of the 2022 CASE Prospect Development Conference . 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.
Michele Borucki began her career in development in 2012 as a Development Analyst with the University of California, Berkeley Corporate and Foundation Relations team. She went on to serve as a Prospect Analyst at the University of California, Davis and then as a Senior Prospect Analyst at the George Washington
Michele received her B.A. in creative writing from Florida State University and studied higher education leadership at California State University, Sacramento.
Tara McMullen-King is Director of Research & Consulting at The Helen Brown Group, where she works with a team of consultants to provide prospect research, prospect management consulting, fundraising analytics, training, and due diligence research for nonprofit organizations across the country. She began her career in development in the early 2000s at Simmons College, where she ultimately went on to serve as Assistant Director of Prospect Research. Since that time, Tara 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. She served on NEDRA’s board of directors from 2010-2016, and has served as a member of the Research Basics Bootcamp faculty since 2020. Tara has also been involved as a volunteer with Apra, previously serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. In addition to her work in prospect development, she is also a professional wedding officiant in Salem, Massachusetts, and sits on the board of The Bridge at 211, a nonprofit organization working to transform a former church into a hub for arts and culture to serve the great Salem community.
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 office@nedra.org.
Scholarships are available for this program! Deadline to apply is Friday, January 9, 2026.
SCHEDULE:
Day 1:
9:00 AM Informal introductions/conversations
9:30 AM Program begins
1:00 PM – Program ends for Day 1
Day 2:
9:00 AM Program Begins
1:00 PM Program Concludes
Advance registration is required. The link to join the session will be emailed 1-2 days in advance.
Registration for this event closes on Tuesday, January 20th, 2026 at 5PM ET or when the event is full.
NEDRA Directors Roundtable (In-Person)
Thursday, January 29, 2026
12:30PM- 2PM ET
Boston Children's Hospital Trust
Landmark Newton Conference Room
401 Park Drive, Suite 602
Boston, MA 02215
Optional Networking to Follow
Time Out Market
2PM-3PM
Also located at 401 Park Drive
Join us for the return of the in-person NEDRA Directors Roundtable! Our esteemed panel will discuss the challenges and opportunities facing managers working in the prospect development field.
The Directors Roundtable is recommended for all those in a supervisory role (assistant directors, managers, etc.) or who are involved in departmental decision making. Registration is limited to nonprofit professionals in the prospect development field.
Key Topics May Include:
Advocating for your team
Trends and evolution in the prospect development field
Ethical and responsible use of AI tools
Balancing management with other responsibilities
Staff hiring, training, and retention
And more!
What's on your mind? Attendees are encouraged to submit questions before the program through the registration form.
PANELISTS:
Bill Gotfredson has over 20 years of experience in complex fundraising environments. For the last 11 years, Bill has served as the Director of Prospect Development at Boston Children’s Hospital, leading a team of analysts to design technology solutions to screen patient families, identify major gift prospects, map patient donor journeys, and analyze fundraising programs. He is an experienced designer and project leader in implementing AI programs, building portals between patient and donor databases, developing predictive models for qualification, measuring model ROI, and leading process improvement task forces. Prior to joining Boston Children’s Hospital, Bill spent 9 years in prospect research at Harvard University focused on the University’s largest transformational initiatives. He is the former Vice Chair of the New England Development Research Association (NEDRA). Bill is a graduate of Hobart and William Smith Colleges and completed graduate studies in non-profit administration at the Harvard Graduate School of Education and the Cornell University’s School of Public Policy.
Kaelin Holland is the Senior Director of Research and Pipeline Development at Year Up United, a national workforce development organization. She leads a cross-functional research team that uniquely supports both Year Up United's fundraising and internship sales teams. Her team operates at the intersection of traditional prospect research and revenue operations, delivering strategic insights, new business intelligence, and portfolio management services that drive growth across both philanthropic and earned revenue streams. Kaelin joined Year Up United in 2019 as a Prospect Research Manager, following her start in the prospect research field at Northeastern University in 2014. She brings deep expertise in prospect management, prospect identification & new business development, and a variety of donor segments including corporate, foundation, and international donors. Kaelin earned her BA in English & Environmental Studies from Santa Clara University in 2011 and her MBA from Northeastern University in 2017. She lives on the South Shore of MA with her husband and daughter.
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.
MODERATOR:
Emily Donohue has been Senior Director of Prospect Management and Research at UMass Boston since 2019. Previously, she was Director of Prospect Development at Simmons University. Emily has also been Director of Development Research and Prospect Management at Emmanuel College. She began her career in advancement as a Development Officer for Research at Combined Jewish Philanthropies. Emily is a former Vice President of the NEDRA Board of Directors and past co-chair of the Programming Committee. She currently serves on NEDRA’s Advocacy and Professional Development Committee. Emily has presented programs for NEDRA, AFP Massachusetts, Women in Development, and the Northeast Annual Giving Conference. She received a BA in History from Kenyon College and an MLS from Simmons University.
$35 Members
$60 Non-Members
This program will take place in person at the offices of Boston Children's Hospital Trust on the sixth floor of the Landmark Center/ 401 Park Drive.
401 Park is easily accessible by public transit, either the MBTA Green Line (Fenway stop on the D Line) or the commuter rail (Lansdowne Station on the Worcester Line).
Validated parking is available in the 401 Park Garage for visits to Time Out Market; validated rates are $12 for the first two hours and $15 for three hours. After three hours, normal parking rates apply. NOTE: The minimum daily (unvalidated) rate for the 401 Park garage is $75. We recommend either validation from Time Out Market or other parking options (such as SpotHero).
More detailed directions will be sent to registrants.
Deadline for registration will be January 23rd at 3PM.
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