VINO in Tewksbury, MA
Thursday, November 13, 2025
5:30PM - 7:30PM
1880 Main Street
Tewksbury, MA 01876
PROGRAM DESCRIPTION:
Join fellow colleagues for a networking VINO (Very Informal Networking Opportunity). This free event offers NEDRA members and other prospect development professionals a chance to meet and socialize. We’ll talk shop about donor research, prospect management, and/or anything of interest to attendees.
Tree House Brewing Company is located just 20 miles north of Boston and is conveniently situated just off of Interstates 93 and 495. Food is available for purchase at Tree House Pizza Company.
Join us anytime from 5:30 to 7:30! NEDRA members and non-members are warmly welcome.
COST:
Registration is free and encouraged so we know you plan to attend! Food and drinks are self-sponsored.
Relationship Risk: Managing Prospects Who Are Misaligned with Organizational Values
Monday, November 17, 2025
2:00PM- 3:00PM ET
Online
How does your organization manage relationships with prospects whose behavior or ideology is more problematic than their source of wealth? Have you ever wished there were recorded best practices to safeguard our organizations from problematic donor relationships? You're in luck! Join us for this session to learn more about Apra's new best practice guidelines for 'Relationship Acceptance' that ensure a safe and equitable way for these values misalignments to be captured in our CRM and be addressed by relationship management policies. This new guidance centers on the well-being of our staff and our organizations, across all industries, incorporating an element of organizational risk that is consistently top of mind. Members of Apra's Ethics & Compliance Committee will share the new guidelines, as well as the resources being developed to help you implement them at your organization. You'll also hear from colleagues about how they went about implementing their policies for addressing prospects whose values are misaligned with organizational values, and what they learned in the process. We'll end with time for Q&A, and recommendations for how to go about creating your own "Relationship Acceptance" policy!
PRESENTERS:
Kate McConnell (she/her/hers) has been working in prospect development for nearly 15 years leading high performing teams in creating and implementing effective, scalable programs and processes that drive departmental growth. She most recently served as Director of Prospect Research, Identification, and Management team at City of Hope, and before that implemented the first prospect management programs for both Planned Parenthood Federation of America and for Yeshiva University. Kate has served as chair of Apra’s Ethics & Compliance and DEIBJA committees, and co-chair of Apra GNY’s DEI committee. In her free time, Kate is a superfan of musical theatre, BTS, and feminist podcasts.
Stephanie Huggins (she/her/hers) is a Senior Associate Director, Investor Relations at the END Fund, a global health organization working to end neglected tropical diseases. With over 15 years of non-profit experience, she works with the Investor Relations team to drive prospect research priorities and expand the investor pipeline. Stephanie came from NYU, where she was a Senior Research Analyst in Prospect Research. In that role, she led projects and research focused on data integrity and piloted new research and data policies. Before joining NYU in 2016, Stephanie was the manager of corporate partnerships at Orbis International, an international health non-profit that works with blindness treatment and prevention. Stephanie is passionate about global public health and international humanitarian work. Stephanie holds a BA in International Affairs from the George Washington University and an MS in Global Affairs from the Center for Global Affairs at the School of Professional Studies at NYU. Outside of the office, Stephanie is an avid traveler, Great British Bake Off-obsessed baker, themed party planner, and Halloween enthusiast.
$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 November 17 at 11AM.
Researching UK Based Donors & Prospects
Monday, December 8, 2025
11:00AM - 12:00PM ET
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.
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.
Deadline for registration will be Friday, December 5 at 4PM.
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.
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.
Registration for this event closes on Tuesday, January 20th, 2026 at 5PM ET or when the event is full.
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