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NEDRA Programs

Upcoming events

    • 27 Oct 2017
    • 12:00 PM - 2:00 PM
    • Dana-Farber Cancer Institute
    • 20

    Think Tank: Healthcare

    Friday, October 27, 2017

    12:00 PM - 2:00 PM

    Dana-Farber Cancer Institute

    10 Brookline Place

    5th Floor Conference Room #563

    Brookline, MA 02445


    Join NEDRA colleagues in a discussion for healthcare organizations. Share ideas about grateful patient prospecting, best practices, challenges, resources, and strategies. 


    Ursula Munn is Assistant Director of Prospect Research at Dana-Farber Cancer Institute, where she leads the team's efforts in prospect ID, including grateful patient and donor screenings. Prior to joining DFCI in late 2016, she was a senior research analyst at Boston University, specializing in prospect discovery throughout the University's first-ever capital campaign for $1B. Her academic background is in journalism and arts administration..  


    Free for Members

    $25 Non-Members


    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.

    • 07 Nov 2017
    • 9:30 AM - 12:00 PM
    • Northeastern University, Room #440 in the Curry Student Center, 360 Huntington Ave, Boston, MA 02115
    • 22

    Residential Real Estate Review 

    Tuesday, November 7

    9:30 AM – 10:00 AM Coffee and Networking

    10:00 AM – 12:00 PM Program


    Northeastern University

    Room #440

    Curry Student Center

    360 Huntington Avenue

    Boston, MA 02115


    Real estate is one of the easiest assets for researchers to identify on their prospects. After all, we typically know a prospect’s home address and how much easier could it be than to simply stick that address into a real estate valuation website? Unfortunately, unlike that famous office supply store motto: “that was easy,” there is no “easy” button when it comes to truly understanding what a prospect’s property may mean as it relates to their potential capacity.

    Focusing on residential real estate in the United States, this interactive session will provide a brief history of the mortgage industry and its impact on real estate values, define the different types of “values” you might encounter when researching a prospect’s property and explore some of the regional and situational nuances that you may want to consider.

    While there may be no “easy” button, having a better understanding of – and appreciation for – the real estate information you encounter on a day-to-day basis, will arm you with the tools needed to better analyze how you decide to attribute real estate holdings to a prospect’s overall wealth and capacity.


    Melissa Bank Stepno is Director of Client Services for Target Analytics, a division of Blackbaud, Inc. and has been consulting with non-profit organizations for 12+ years. Her areas of interest include the impact high net worth philanthropy on major giving, using analytics to effectively segment and prioritize within fundraising programs, and working with organizations to assure successful research and prospect management operations. Prior to becoming a consultant, she was a Senior Development Researcher at Boston University and also worked at Boston Ballet. Melissa sits on the Board of Directors for Apra and is an instructor for the Rice University Center for Philanthropy and Nonprofit Leadership. Previously, she has served on the boards of NEDRA, AFP’s Northern New England Chapter and Brandeis University’s Alumni Association. She received her BA from Brandeis University and masters’ degrees in Arts Administration and Higher Education Administration from Boston University.


    $85 Members

    $125 Non-Members


    Campus Map (see #50 - Curry Student Center):

    From the North (via Route I-93 or Route 1):

    Take the Storrow Drive exit, and proceed to the Fenway exit. Follow signs for Boylston Street inbound, and bear right onto Westland Avenue. Turn right onto Massachusetts Avenue, proceed to the third traffic light, and turn right onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.

    From the West (via Route I-90, Massachusetts Turnpike):

    Take Exit 22 (Copley Square), and bear right. Proceed to the first traffic light, and turn right onto Dartmouth Street. Take the next right onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.

    From the West (via Route 9):

    Proceed east on Route 9; it will become Huntington Avenue. Turn right onto Ruggles Street. At the fourth traffic light, turn left onto Tremont Street. At the second set of lights, turn left onto Melnea Cass Boulevard, and then turn left onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.

    From the South (via I-93, Route 3):

    Take Exit 18 (Massachusetts Avenue/Roxbury/Frontage Road). Turn left at the third light, staying in one of the two left lanes. Proceed straight onto Melnea Cass Boulevard. Continue for approximately two miles and turn left onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.


    Renaissance Parking Garage, 835 Columbus Avenue, Boston, MA 02120

    Via Public Transportation:

    Northeastern is accessible by subway via the Green Line of the MBTA. From downtown Boston, take an “E” train outbound to the Northeastern stop, the first stop above ground. The campus can also be reached from downtown via the Orange Line by taking any train going outbound to Forest Hills and getting off at Ruggles Station. Commuter rail lines connect with the Orange Line at Ruggles Station, Back Bay Station, and North Station.

    • 17 Nov 2017
    • 9:00 AM - 4:00 PM
    • Sheraton Portsmouth Harborside Hotel, Portsmouth, NH 03801
    • 43

    Research Basics Bootcamp

    Friday, November 17, 2017

    9:00 AM - 9:30 AM Registration and Breakfast

    9:30 AM - 4:00 PM Program

    Sheraton Portsmouth Harborside Hotel

    250 Market Street

    Portsmouth, NH 03801


    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
    • Prospect Research Fundamentals
    • The Ethical Researcher
    • Advancement Research Sources and Methodology
    • Assessing Gift Capacity
    • Presenting Research


    Amy Begg is managing director of prospect management at Harvard University’s Office of Alumni Affairs and Development.  Prior to joining Harvard, Amy was the director of research at the YMCA of Greater New York in Manhattan. Amy is a trustee and secretary for the University System of New Hampshire, where she serves on the Finance Committee on Investments and the Educational Excellence Committee. She is a board member for the New England Development Research Association and serves as president. Previously, Amy served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.

    Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts. Lisa also serves as the Treasurer of the Board of Directors of NEDRA and was the Conference Co-Chair for the past two NEDRA Conferences. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years.


    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.


    9:00 AM Registration & Breakfast

    9:30 AM Program begins

    4:00 PM Program concludes

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


    From the North (via I-95)
    Take Exit 7 off I-95 (Downtown Portsmouth). Turn left off the exit and 1/2 mile ahead bear right at the blinking light. The hotel entrance is on the left.

    From the South (via I-95)
    Take Exit 7 off I-95 (Downtown Portsmouth). Turn right off the exit and proceed for approximately 1/2 mile. Bear right at the blinking light and the hotel entrance is on the left.

    Sheraton Portsmouth Parking
    Self-Parking ($19.00 per day) or Valet-Parking ($24.00 per day) are available.

    • 26 Jan 2018
    • 1:00 PM - 2:30 PM
    • Boston Children’s Hospital Trust, Landmark Building, 401 Park Drive, 6th Floor East, Boston, MA 02215
    • 45

    Understanding and Utilizing SEC Filings 

    Friday, January 26

    1:00 – 2:30 PM


    Boston Children’s Hospital Trust

    Landmark Building

    401 Park Drive

    6th Floor East

    Boston, MA 02215


    Ever wondered how much Hedge Fund managers earn? OR how much a CFO made at an IPO? OR where to find the charitable giving code in an insider holding filing? Come learn about public SEC forms to identify and confirm wealth indicators. We’ll be exploring direct and indirect stock holdings, valuing restricted stock units, salary and other compensation including expense reimbursements and retirement compensation, company ownership/controlling interest and other assets. Forms we’ll review include: Forms 3 and 4, Proxies (DEF14A), ADV Forms (Investment Management Firms), brochures and more.


    Bill Gotfredson

    Bill serves as associate director, prospect research of Boston Children’s Hospital Trust, a position he has held since 2014. Bill’s focus is on managing a team of brilliant researchers, building next-level grateful patient prospecting, and redesigning prospect management systems. He also serves as a member of the board of directors of NEDRA. Prior to his work at Children’s, Bill worked for nine years with the Harvard University Development Office where he served as a Senior Research Analyst responsible for prospecting for the University’s science initiatives. Bill has also served as a prospect research consultant with The Helen Brown Group and a NEDRA Annual Conference Committee member. His spends his time away from the office traveling, reading spy thrillers, and becoming a golf fanatic.

    Dave Owens

    Dave 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.


    $85 Members

    $125 Non-Members


    From North or South of Boston:

    Take I-93 North/South to Exit 26 (Storrow Drive). Follow Storrow Drive approximately 2.5 miles to Kenmore Square/Fenway exit (on left). The exit ramp forks, stay to your right. Take right at first light into Kenmore Square. Take leftmost fork at second light onto Brookline Avenue. Once on Brookline Avenue, pass Fenway Park on your left and the movie theater, part of Landmark Center, on your right. Turn right onto Park Drive at first big intersection. Turn right again into the parking area.

    From West of Boston:

    Take I-90 to exit 18. Follow Storrow Drive eastbound to Kenmore Square/Fenway exit. Follow directions above.

    By MBTA:

    Take the Green Line Riverside (D) train to the Fenway stop. The Landmark Center is a short walk from the Fenway T stop across the Bed Bath and Beyond parking lot to the building’s main entrance. The main entrance to the Landmark Center is facing Park Drive.

    Directions within the Landmark Center Building:

    The Trust is located on the 6th floor, East side, of the Landmark Center at 401 Park Drive, Boston, MA. From the parking garage take the elevator to the 4th floor (P4) -Landmark Center level. Turn left and go through the double doors to enter the Landmark Center Lobby. Once in the lobby, head left to the East wing elevators (the guard at the security desk can also point you in the right direction). If you arrive by taxi, on foot, or by subway, and enter through the building’s main entrance, take the escalator up to the 2nd floor and take the East elevators to the 6th Floor.


    Public parking is available at the Landmark Center. For rates and other details, please call La-z Parking at 617-927-0398.

Past events

17 Oct 2017 Prospect Management Panel
15 Sep 2017 VINO: NEDRA Networking in Connecticut
12 Sep 2017 International Research: United Kingdom
30 Aug 2017 Research Basics Bootcamp
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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