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    • 20 Jun 2017
    • 9:30 AM - 11:00 AM
    • Skinner Hall, Room 210, Mount Holyoke College
    • 0

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    Think Tank: Prospect Management

    Tuesday, June 20th

    9:30 AM - 11:00 AM

    Advancement Conference Room

    Skinner Hall, Room 210

    50 College St.

    Mount Holyoke College

    South Hadley, MA 01075


    Free for Members

    $25 for Non-Members


    Join NEDRA colleagues for a roundtable-style discussion on prospect management/relationship management. Open to all interested development professionals, at any experience level, this Think Tank will be driven by an interactive discussion of questions, challenges, and innovative solutions around portfolio development and prospect management. Participants are encouraged to bring and share tips, procedural guidelines, report samples or other tools.


    Ruthie Giles is the Senior Researcher for Prospect Management at Mount Holyoke College. She has worked in prospect research and management since 2000. Ruthie has created and successfully implemented prospect management systems at several organizations, tailoring each one to the organization’s unique needs. Prior to working at Mount Holyoke College, she worked at Harold Grinspoon Foundation, The Loomis Chaffee School, and The Williston Northampton School.


    Suzy Campos is Director of Advancement Research at Amherst College in Massachusetts. She previously held prospect research positions at Harvard University and Children’s Memorial Hospital in Chicago. Earlier in her career, she was a Peace Corps volunteer in Morocco, a public and corporate librarian, and an Information Specialist at McKinsey & Company. She earned a BA from UMass-Amherst and an MILS from the University of Michigan. Suzy is Past President and a current Director of the NEDRA board.


    The Think Tank will take place in Skinner Hall, Room 210 on the Mount Holyoke College Campus.  Skinner Hall is located near the College Gateway - between the north and south ends of campus along Rt. 116.  There are a few visitor parking spots located directly in front of the building on Blanchard Circle.  More visitor parking can be found in the Gorse Children's Center parking lot - which is on Morgan Street (just off 116).  

    A campus map can be found online at:  

    (You can search the map under "search places" for the building name.  You can search for visitor parking areas under the "options" drop down.)

    From the south:

    • Travel north on Interstate 91 to Route 202 (Exit 16, Holyoke/ South Hadley).
    • Head north on 202 through Holyoke across the Connecticut River, and around the rotary to the exit marked South Hadley Center-Amherst, Route 116 north.
    • The College is approximately 2.5 miles from the exit.

    From the north:

    • Travel south on Interstate 91, take Exit 16, and follow the directions above.

    From the Massachusetts Turnpike/I-90, east or west:

    • Take Exit 5 (Holyoke/Chicopee) and bear to the right.
    • At the end of the ramp, turn left on Route 33 for five miles to Route 116.
    • Turn right onto 116 and drive approximately 1.5 miles north to the College.


Past events

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
21 Oct 2016 Prospect Research Basics Bootcamp (New Haven)
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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