Research Basics Bootcamp

Research Basics Bootcamp

Thursday, September 26, 2024, 9:00 AM - 12:30 PM ET

and

Friday, September 27, 2024, 9:00 AM - 12:30 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:

• Overview of Prospect Research, Prospect Management, Data Analytics
• Types of Charitable Gifts
  
• Ethics
• Real Estate
• Income and Compensation
• Public Companies and Stock
• Private Companies and IPOs
• Finance Private Equity, Venture Capital, Hedge Funds
• Family Wealth and Family Offices
• Cryptocurrency
• Trappings of Wealth
• Foundations, Donor Advised Funds, Philanthropy
• Wealth Surveys
• Capacity Ratings
• Communication with Fundraisers
• Search Tips
• Resources

FACULTY:

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 Monday, September 16, 2024.

• NEDRA Community Scholarship
• NEDRA DEI (Diversity, Equity, Inclusion Scholarship)

SCHEDULE:

Day 1:

9:00 AM Informal introductions/conversations

9:30 AM Program begins

12:30 PM – Program ends for Day 1

Day 2:

9:00 AM Program Begins

12:30 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.

DEADLINES:

Registration for this event closes on  Tuesday,  September 24th,  2024 at 5PM ET or when the event is full.