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NEDRA Programs

Upcoming events

    • 30 Aug 2017
    • 8:00 AM - 4:30 PM
    • Torrey Barn (Cram Alumni House), Bowdoin College, 83 Federal Street, Brunswick, Maine 04011
    • 35

    Research Basics Bootcamp

    Wednesday, August 30, 2017

    8:00 AM - 4:30 PM

    Bowdoin College

    Brunswick, Maine 04011


    Research Basics Bootcamp is 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
    • Capacity Ratings
    • The Ethical Researcher
    • Advanced Web Search and Time Management
    • Real Estate and Other Assets
    • Income and Compensation
    • Public Companies
    • Investment Advisers, Hedge Funds, Private Equity and Venture Capital
    • Family Wealth
    • Philanthropic Engagement/Philanthropic Culture
    • 990s and Foundations Communicating with Frontline Fundraisers
    • Political Giving
    • Communicating with Frontline Fundraisers


    Dave Owens is a Senior Prospect Researcher at the Boston Children’s Hospital Trust, where he also began his development career as a Prospect Researcher in 2001.  Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology.  He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College.  Dave is currently a member of the NEDRA 2018 Conference Committee, and previously served on NEDRA’s Programming Committee from 2014 to 2017.

    Mary Taddia is a Research Associate at the Helen Brown Group. She previously served as Prospect Research Manager and as Coordinator of Prospect Research at the University of New England in Maine. Her career in development began in 1995, where she worked as an assistant at The St. Paul Foundation. She has also worked at MIT and the Maine Alzheimer’s Association. Mary is currently a member of NEDRA’s Heather Reisz Memorial Scholarship Committee. She served on NEDRA’s Board of Directors from 2013-2016. During her tenure on the board, Mary was chair of the Heather Reisz Memorial Scholarship Committee, chair of the Annual Conference Scholarship Committee, and co-chair of the Sponsorship Committee. She and her family live in Portland, Maine.


    Torrey Barn (Cram Alumni House)

    Bowdoin College

    83 Federal Street

    Brunswick, Maine 04011


    8:00 AM Registration & Breakfast

    8:30 AM Program begins

    4:30 PM Program concludes

    Morning refreshments, lunch, and afternoon snacks will be served.


    NEDRA Member: $199

    Non-Member (New Member*): $298

    *Note: Non-members are eligible to receive a full year of NEDRA membership with the Bootcamp registration.


    From the North (via the Maine Turnpike):

    Take Exit 14, then I-295 to Exit 28 Route 1 North.


    From the South (via I-295):

    Take the Maine Turnpike to Exit 52 (formerly Exit 9; 295 to Coastal Route 1). Continue on 295 to Exit 28 Route 1 North: Coastal Route, Brunswick/Bath).

    To reach the Main Campus:

    From I-295, take Route 1 North/Pleasant Street. Proceed to the third traffic light. Go straight ("To 201/123/24/Maine Street"). Continue straight for approximately 1/2 mile to the second traffic light. Turn right on Maine Street. Continue on Maine Street for approximately 1/2 mile. The Bowdoin campus begins at the intersection of Maine Street and Bath Road, near a large UCC Church.


    Parking is available on Federal Street or behind 85 Federal Street off of Bath Road.


    Greyhound/Vermont Transit from Brunswick:

    Offers daily trips to and from Brunswick, Maine. Schedules and rates are available from the office at 206 Maine Street, Brunswick (1-800-537-3330). Buses stop at the 7-11 store on the corner of Maine and Elm streets, two blocks from campus. Limited service may be available from Bowdoin College. Call 1-800-231-2222 for more information.

    Concord Coach Lines from Bath and Brunswick:

    When classes are in session, Concord Coach Lines makes a stop at Bowdoin College on Sills Road, by Druckenmiller Hall. Concord Coach Lines tickets may be purchased at the Mobil Mart/Puffin Stop (101 Bath Road, Route 24). You may also get on the bus at the College and purchase your ticket en route.

    • 12 Sep 2017
    • 11:30 AM - 1:00 PM
    • DFCI Development & The Jimmy Fund, 10 Brookline Place, 5th Floor Conference Room (563), Brookline, MA 02445
    • 21

    International Research:
    United Kingdom

    Tuesday, September 12

    11:30 am – 1:00 pm


    DFCI Development & The Jimmy Fund

    Dana-Farber Cancer Institute

    10 Brookline Place

    5th Floor Conference Room #563

    Brookline, MA 02445

    $85 Members

    $125 Non-Members


    This session on international research will focus on the United Kingdom. Helen Brown will discuss resources and techniques for identifying and researching companies, trusts and foundations, and wealthy individuals and address some of the challenges in international fundraising and research.


    Helen Brown

    President of the Helen Brown Group

    Helen has been a development professional since 1987.  She founded the Helen Brown Group in 2002 after working for a number of nonprofits including the Harvard School of Public Health and Northeastern University.

    Currently she works with a variety of clients to establish, benchmark and re-align research departments; identify major gift prospects; and train researchers and other fundraisers through on-site and web-based training services.

    Helen is a former member of the board of Apra and is past president of NEDRA.  In 2006 she received the NEDRA Ann Castle Award for service to the prospect research community and was awarded the Apra Distinguished Service Award this year.

    Helen is Special Advisor on Fundraising to the North American Foundation for the University of Manchester and from 2004-2014 was a non-executive director of Factary Ltd. (Bristol, UK).  She is a member of NEDRA, Apra, the Association of Fundraising Professionals (AFP) and Researchers in Fundraising (UK).

    Helen is co-author of the book Prospect Research for Fundraisers; the essential handbook (John Wiley & Sons, 2013).


    From the North

    Via I-93, the Tobin Bridge (Route 1), Route 28

    Follow signs to Storrow Drive Westbound. Continue for about 1.5 miles, take exit to the left marked "Fenway - Route 1 South," staying in far left lane as you drive up the ramp. Just before the lights, bear right onto Boylston St. At third set of lights, stay straight as the road merges into Brookline Ave. Continue driving past the main DFCI campus almost 1/2 mile and take a right on Pearl Street (the last street before Huntington Avenue) and follow it around to the left until you see 10 Brookline Place on the right. The parking garage is underneath the building.


    From the South

    Via Southeast Expressway (I-93, Route 3 North)

    Take exit 18 "Massachusetts Ave. - Roxbury." After exiting, follow signs to Massachusetts Ave. At Massachusetts Ave. intersection, go straight onto Melnea Cass Blvd. and continue for 0.9 miles to seventh light, turning left onto Tremont St. At first intersection (Boston Police Station on the corner), turn right onto Ruggles St. At third light, turn left onto Huntington Ave. Eventually, Huntington will become Route 9/Boylston Street, go under the underpass, pass Brookline Avenue, and take a right onto Pearl Street. The building is on your left and the parking garage is located underneath the building.


    From the West

    Via Route 9 (Massachusetts Turnpike to Route 128 to Route 9)

    Take Mass. Pike (I-90) East to 128 South. Follow to Exit 20A, 9 East Brookline/Boston. Go 6.5 miles to Brookline Avenue (it will be a large intersection before an overpass, with gas station on left) and turn left. Take another left onto Pearl Street and follow it around to the left until you see 10 Brookline Place on the right. The parking garage is underneath the building.

    Via the Massachusetts Turnpike (I-90) and downtown

    Take Mass Pike to Exit 22 "Copley Square/Prudential Center," bearing left toward Prudential. Continue straight onto Huntington Ave. Eventually, Huntington will become Route 9/Boylston Street, go under the underpass, pass Brookline Avenue, and take a right onto Pearl Street. The building is on your left and the parking garage is located underneath the building.


    By MBTA

    Take the MBTA's Green Line - Riverside Branch/D Train -to the Brookline Village stop. Our building is the large beige building immediately behind the T stop. If you are on the "Inbound Track" side, walk toward the end of the platform and take the stairs to the top and you will be at the main entrance of our building; if you are on the "Outbound Track" side, cross the tracks and walk to your right to the stairway at the end of the platform.

    • 15 Sep 2017
    • 5:30 PM - 7:30 PM
    • BAR, 254 Crown St, New Haven, CT 06511

    VINO: NEDRA Networking in Connecticut

    Friday, September 15

    5:30 PM - 7:30 PM


    254 Crown Street

    New Haven, CT 06511


    Self-Sponsored for NEDRA members and non-members


    Join fellow members of the fundraising intelligence community for a networking VINO.

    This “Very Informal Networking Opportunity” (VINO) will provide a chance for NEDRA members and other prospect development professionals to meet and socialize with each other. A cash bar (and really good pizza) will be available.


    Metered street parking is available and there is also parking on Crown Street. The nearest garages are Crown Street Garage and Temple Street Garage.

    There is also a for-fee lot across from BAR.

Past events

19 Jul 2017 Lunch VINO: NEDRA Networking in Maine
20 Jun 2017 Think Tank: Prospect Management
27 Apr 2017 NEDRA 2017 Annual Conference
26 Apr 2017 Research Basics Bootcamp
06 Apr 2017 New Hampshire: Celebrating 30 Years of NEDRA
30 Mar 2017 Maine: Celebrating 30 Years of NEDRA
29 Mar 2017 Directors Round Table
24 Mar 2017 Think Tank: Data Analytics Show & Tell
09 Mar 2017 Greater Boston: Celebrating 30 Years of NEDRA
22 Feb 2017 Think Tank: International Research
03 Feb 2017 Western Mass: Celebrating 30 Years of NEDRA
27 Jan 2017 Connecticut: Celebrating 30 Years of NEDRA
27 Jan 2017 Think Tank: Resource Refresh!
24 Jan 2017 Celebrating 30 Years of NEDRA in Rhode Island
12 Dec 2016 Prospect Research Basics Bootcamp (Boston)
29 Nov 2016 Think Tank: Prospect Management
10 Nov 2016 NEDRA Night Out
10 Nov 2016 Unconscious Bias with Harvard's Christopher Dial
20 Oct 2016 Estimating Private Company Value
09 Jun 2016 NEDRA Night Out
19 May 2016 Directors Round Table
28 Apr 2016 NEDRA Networking Lunch in Western MA
14 Apr 2016 NEDRA 2016 Annual Conference
13 Apr 2016 NEDRA Spring 2016 Research Basics Bootcamp
10 Mar 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
20 Jan 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
10 Dec 2015 NEDRA VINO
20 Nov 2015 Research Basics Bootcamp
21 Oct 2015 Portfolio Management: From Adequate to Amazing
01 Oct 2015 WEBINAR: Researching Prospects in India with Beth Bandy
25 Sep 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
23 Sep 2015 RING: Social Media
18 Sep 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
25 Jun 2015 WEBINAR: Tips and Practices on Corporate Research
08 May 2015 RING: Commercial Real Estate
01 May 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
16 Apr 2015 VIP Conference Registration
16 Apr 2015 NEDRA 2015 Annual Conference
15 Apr 2015 Research Basics Bootcamp
24 Mar 2015 RING: Strategies for Re-energizing Prospect Portfolios
05 Feb 2015 RING: Corporate and Foundation Research
05 Dec 2014 WEBINAR: Pipeline Management During A Campaign
21 Nov 2014 Research Basics Bootcamp
12 Nov 2014 NEDRA VINO
31 Oct 2014 Research Basics Bootcamp
18 Sep 2014 Residential Real Estate Review
11 Sep 2014 RING: APRA Conference Recap Roundtables
01 Aug 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
30 May 2014 Panel: Inside Chinese Philanthropy
16 Apr 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
20 Mar 2014 NEDRA 2014 Annual Conference - VIP Registration
20 Mar 2014 NEDRA 2014 Annual Conference
19 Mar 2014 Research Basics Bootcamp
11 Feb 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
11 Feb 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
13 Dec 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
14 Nov 2013 RING: Discover The Golden Egg - How to find elusive international prospects
18 Oct 2013 Research Basics Bootcamp
20 Sep 2013 Research Basics Bootcamp
12 Jul 2013 Development Analytics 102
12 Jul 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
07 Jun 2013 Development Analytics 101
29 Apr 2013 NEDRA Annual Conference- Sold Out
21 Mar 2013 RING: Parents as Prospects
15 Mar 2013 The Road Ahead: Campaign Planning and Prospect Research
07 Mar 2013 RING: Planned Giving and Research
01 Feb 2013 RING: Parents as Prospects - Researching Strategies for Parents
25 Jan 2013 RING: Organizational Potluck - Making the Most of Internal Resources
07 Dec 2012 RING: The Financial Services Industry
06 Dec 2012 RING: Large Research Shops
04 Dec 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
16 Nov 2012 Research Basics Bootcamp
15 Nov 2012 Directors Forum
14 Nov 2012 RING: Small Shop Research
31 Oct 2012 Donor Screening: How To Do It On A Budget
26 Oct 2012 Development Analytics 101
19 Oct 2012 Research Basics Bootcamp
16 Oct 2012 The Frugal Researcher
08 Jun 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
29 Mar 2012 Research Directors Forum
16 Mar 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
16 Mar 2012 RING: Parent Programs & Research (Connecticut)
09 Mar 2012 RING: Parent Programs & Research (Massachusetts)
08 Mar 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
06 Dec 2011 RING: Corporate and Foundation Research
17 Nov 2011 RING: Small Shop Research
04 Nov 2011 Joys of Compounding Wealth
28 Oct 2011 Mineral, Air and Water Rights
20 Oct 2011 CT Research Basics Bootcamp
05 Oct 2011 Research Basics Bootcamp
28 Sep 2011 RING: Proactive Research
16 Sep 2011 Research Directors Forum
07 Sep 2011 Share Training REPLAY: Venture Philanthropy in Europe
24 Jun 2011 RING: Data Analytics
09 May 2011 NEDRA Annual Conference
04 Apr 2011 Prospect Research for the Non Researcher
17 Mar 2011 RING: Small Shop Talk with Paul Dakin
16 Mar 2011 Fund Raising Analytics Made Easy
02 Mar 2011 CT Research Directors Forum

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