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Research Basics Bootcamp

  • 05 Oct 2011
  • 9:00 AM - 4:30 PM
  • City Year, Inc. 287 Columbus Ave, Boston, MA
  • 47

Registration

  • Non-Member

Research Basics Bootcamp

Wednesday October 5, 2011
9:00 am - 4:30 pm


Pre-registration has closed for this event, please register on site at City Year, Boston.


NEDRA presents 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
  • Research Numbers
  • Assessing Gift Capacity
  • Presenting Research

Faculty

David Sterling is the Director of Advancement Operations, Western New England College. Before joining WNEC in 2003, David served as Director of Research at the University of South Florida for seven years. Previously, he held management positions in the development offices of The George Washington University and Dartmouth College. David has presented at APRA, APRA-Florida and NEDRA meetings, and has edited and written for APRA’s Connections. He is a member of the NEDRA’s board of directors and formerly served as the organization’s treasurer. He also was a founding member of APRA-Florida and served as the chapter’s second President. David graduated from the University of Maine and the University of Rochester.


David Eberly is Director of Prospect Development at Children's Hospital Trust Boston. During his almost three decades long fundraising career, he has divided his time between higher education and health care, working at Tufts University, Harvard Medical School, and the Kennedy School of Government, before joining Children's. He is a past president of NEDRA and recipient of its Ann Castle Award. David was a board member of APRA, where he served as liaison to its Ethics subcommittee and editor of Connections.


Charlie Carr currently serves as Senior Principal Gifts Researcher at Massachusetts Institute of Technology in the Office of Development Services. At MIT since 1986, Charlie has supported two major capital campaigns and is responsible for preparing research on high-net-worth individuals for calls by senior officers and volunteers. Charlie is well versed in the fundamentals of prospect research, wealth analysis, SEC documents and transactions, rules and regulations, and serves as mentor to the members of the MIT research team. Charlie has conducted numerous workshops teaching MIT field staff members how to administer research on their own. He is a frequent presenter at NEDRA’s Annual Conference in topics like Research Basics and Research Math. He has served on the "The Expert Is In" program, in the NEDRA Mentor Program, and authored articles for NEDRA News. Charlie has also been a presenter/panelist at meetings of AFP-MA, CASE, and APRA. For APRA, Charlie gave numerous presentations on topics like corporate research. Before entering the development field, Charlie worked in the private banking industry.


Directions
BY CAR: The office is located near the corner of Columbus & Clarendon in Boston’s South End directly behind the Back Bay T Station.

BY PUBLIC TRANSPORTATION: MBTA Orange Line: Exit the Orange Line at Back Bay. Head to the Clarendon exit and turn right out of the station onto Clarendon. Turn right onto Columbus Ave. The City Year Headquarters for Idealism is the second building on your right. MBTA Green Line: Exit the Green Line at Copley. Head down Dartmouth (passing the Boston Public Library on your right and Copley Square on your left. Turn left onto Columbus Ave. City Year Headquarters for Idealism is down the block on your left. Bus: Any line that takes you to Copley Square or Back Bay.

Pricing

NEDRA Members: $199

Non-Members: $299

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