FRIDAY, NOVEMBER 6, 2020 – FRIDAY, DECEMBER 11, 2020
Friday, November 6, 10 AM – 12 PM
Friday, November 13, 10 AM – 12 PM
Friday, November 20, 10 AM – 12 PM
NO CLASS Friday November 27 (Thanksgiving week)Friday, December 4, 10 AM – 12 PM
Friday, December 11, 10 AM – 12 PM
Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").
This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.
It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve.
NEDRA is proud to invite you to join two of the field’s leading experts for a comprehensive survey of the financial services industry, curated for advancement researchers*.
The five two-hour long classes will include:
*minimum 2 years in Prospect Research required
Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.
Richard Horne leads a team at Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which is merging into Beth Israel Lahey Health to become the second-largest health system in Massachusetts, to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he co-chairs the Diversity & Inclusion and Sponsorship Committeew.
Attendees will receive a Zoom link before the day before each class.
Diversifying Donor Bases: An Action Plan
THURSDAY, DECEMBER 3, 2020
1:00PM - 2:30PM
Our institutions are serving increasingly diverse constituents, yet this diversity is infrequently represented in our donor bases. In an age of "mega gifts", our most invested donors are serving as co-visionaries in creating the future of nonprofit work. To truly serve diverse communities and position our organizations as promoters of social equity and justice, our philanthropic work must represent and elevate diverse voices. This session will explore how to identify donor diversification goals and measurements, and how to create a diverse pipeline of prospective donors. We will also explore how diversifying donor bases relies upon the diversification of other areas of our institutions.
Roslyn Clarke is the Director of Prospect Research Services on the BWF Insight team. She manages all outsourced research projects, leads a team of researchers, conducts trainings, and provides prospect research counsel. Before joining BWF Insight, Roslyn served as director of prospect research at Morehouse College and assistant director at Harvard University. Prior to Harvard, Roslyn worked at Brown University and Hebrew SeniorLife. Roslyn is a seasoned conference speaker, frequent conference faculty member, and has conducted countless prospect research bootcamps. Over the years, she has presented for Apra, CASE, NEDRA, and AFP.
Milagro “Misa” Lobatois the Director of Prospect Management and Analytics at the Rhode Island School of Design. She is also the President of Apra. She has served on the Apra board since 2016 and held leadership roles in governance, conference planning, and membership. Previously, Misa was the Assistant Vice President of Advancement Strategy and Annual Giving at the University of Colorado, where she worked in Advancement for over 13 years. She has a degree in Ethnic Studies and English Literature from the University of Colorado.
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.
Registration for this event closes on December 2, 2020 at 9:00AM.
Think Tank: Raiser's Edge
Wednesday, December 9, 2020
1:00PM - 2:00PM
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.
Free for Members
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 to attendees.
Registration for this event closes on December 8, 2020 at 9:00AM.
© 2018 New England Development Research Association