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NEDRA NEWS
 

The NEDRA News blog features topical industry-specific articles submitted by our membership; book, publication, film, and resource reviews; op-ed pieces about emerging fundraising topics and issues; and information and news specifically related to NEDRA as an organization.  We hope these selections will be of interest to you - and we encourage you to share your thoughts and comments here!


NEDRA News was previously a quarterly journal of prospect research published by the New England Development Research Association from the organization's inception in 1987 until the end of 2011. Since 2012, we have continued to offer to you, our members, the same NEDRA News content you have come to rely on - but in a blog format tailored to meet the changing needs of our members, and featuring new content on a monthly (rather than quarterly) basis.


  • Thu, February 28, 2013 11:30 AM | Laura Parshall
    Caitlin Garrett is a statistical analyst at Rapid Insight. In this article, she sheds some light on a new feature available on Facebook: the "graph search" function, and shares some ways it can be useful for researchers, many of whom have been making use of Facebook as a free resource for some time.

     “Facebook’s mission is to make the world more open and connected. The main way we do this is by giving people the tools to map out their relationships with the people and things they care about. We call this map the graph. It’s big and constantly expanding with new people, content, and connections. There are already more than a billion people, more than 240 billion photos, and more than a trillion connections. Today we’re announcing a new way to navigate these connections and make them more useful.”  [Facebook]

    Introducing Graph Search

    Last week, Facebook unveiled their new Graph Search tool, which allows users to search for Facebook users by interests, likes, relationship status, and location, among other qualifiers. Examples of searches include “Friends who like yoga who live in Chicago”, “Pictures of friends taken before 1998”, or “Friends who like Make-A-Wish”. The results of these searches can reveal full names, addresses, employers, friends and family, and photographs. Creative searching can yield some very telling results, as evidenced by a popular Tumblr site’s investigation into search possibilities.  Currently, graph search is still in beta, and you can join the waiting list here.


    Specifics on Graph Search Data

    In truth, all of the data gathered by Graph Search has been available for quite some time.  However, the lack of an all-encompassing search feature made this data fairly obscure and hard to collect - until now.  Facebook’s data was previously obscured because it was not visible to external search engines like Google and it was shared within a limited community. The introduction of an internal search engine compromises this obscurity. However, Graph Search is designed to respect each user’s existing privacy settings, which means that only information designated as “public” will become searchable. If a user has set more stringent privacy settings – for example, only certain Facebook networks or “friends of friends” can view their information, then that data will be excluded from a Graph Search result. Importantly, by respecting existing privacy settings, Facebook isn’t actually releasing any information that couldn’t be otherwise obtained by looking at a user profile. For a more in-depth discussion on the distinction between privacy and obscurity, I recommend this article from The Atlantic.


    So far, researchers aren’t sure how users will react to their personal data being more easily mined. Many users are likely to get a bit perturbed by their inclusion in these “big net” searches.  They’ll respond by making their information more private using Facebook’s existing privacy settings.  Chances are that most will passively accept this feature as an acceptable part of living in an age of social connectivity.  A few may even begin sharing more information in an effort to provide and receive more of the purported benefits.


    Potential users of Graph Search need to remember the caveats.  Facebook’s information can be incomplete, deceptive, and even fictitious (“ironic likes” for example).  Then there are the obvious limitations – users need to like pages to generate searchable connections.   But the breadth and depth of data Facebook offers can’t be found anywhere else.  Leveraging the interlacing interests of individuals, businesses, and organizations into some very powerful insights is simply too valuable to ignore.


    Using Graph Search for Prospect Research

    So what does Graph Search mean for prospect researchers?  It means effectively mining the 8+ years of data that Facebook has been collecting just got a whole lot easier.  There are several ways that I see it helping immediately.


    The ease of collecting data makes it easier to patch holes in current constituent datasets. With a little creativity, leveraging the new search options may make more imputation of variables possible, particularly by examining constituent relationships and interests. For example, age can be imputed by graduation year, which will become searchable.  

    There will be better opportunities for identifying new constituents based on searches. Possible search ideas include: friends of those who are already involved with the organization, people who live nearby, people whose interests coincide with your institution’s mission, or any combination of the above. Finding friends of users who like a page is a quick search, and aggregating this list to people who live nearby will become a piece of cake.


    Your Institution’s Facebook Page

    On the flip side, the interest and ability of others to find you through a Graph Search should not be overlooked.  Information about fundraising organizations is about to become a whole lot more visible. The number of channels by which organizations can be searched will also greatly increase, which can mean more traffic for your page. Here are a few steps to take in preparation for the widespread release:

    • Fill out the basic information section of your page, and include as many relevant keywords as needed. This includes selecting a category and sub-categories if you haven’t already.
    • Make sure your address is up to date. Because users can search by address, you’ll want your address to be as accurate as possible.
    • Got photos? Label them with descriptive text, tag the people in them, and add a location to them. Photos are fair game for searches, and the more information you can provide at a glance, the better.
    • If you haven’t already, update your page’s URL to be customized, preferably containing the name of your organization. This will also improve your SEO on Google.
    • Check your content. Gathering and retaining followers is more important than ever. Make sure to keep things relevant and interesting to keep people engaged.
    • Once Graph Search becomes available to the whole Facebook community, try constructing searches that you would hope your page would appear in.  If it doesn’t, look to those whose pages did appear and imitate what they did to list so well – the sincerest form of flattery!

    For more information on Graph Search, visit https://www.facebook.com/about/graphsearch
  • Thu, February 28, 2013 11:22 AM | Laura Parshall
    Registration for the 2013 Annual Conference is now up at the conference page on our website! Don't forget to register, if you want to attend the excellent sessions we have planned for this year. You can see full descriptions of the conference sessions online. Also, don't forget to book your room at the Hotel Marlowe if you're planning on staying there for the conference.

    Do you want to attend the conference, but is funding an issue? Apply for a conference scholarship! The scholarship will cover the cost of attending the full conference for one applicant.
  • Thu, February 28, 2013 11:03 AM | Laura Parshall
    There are three great programs coming up in the next month! On Thursday,  March 7th, there will be a RING on Prospect Research and Planned Giving, hosted by Rick MacDonald of Clark University, held at Clark's Lurie Conference Center in Worcester, MA. 

    If you were disappointed when a blizzard delayed Ian Wells's presentation, "The Road Ahead: Campaign Planning and Prospect Research," or if you registered too late and found yourself on a waiting list, you're in luck! The presentation has been rescheduled for Friday, March 15th. It will be held at Combined Jewish Philanthropies in Boston, MA, and there are additional seats available.

    On Thursday, March 21st, there will be a RING on Parents as Prospects at the University of New Haven in Connecticut. Nancy Faughnan and Tahia Kamp of Yale University will facilitate this discussion.

    Register for any of these upcoming programs on NEDRA's Programming Page today! Also, be on the lookout for further information on James Cheng's Data Analytics 101 and 102 workshops, coming later this year.
  • Thu, February 28, 2013 10:55 AM | Laura Parshall
    Donor-advised funds sometimes seem like one of the great mysteries of the philanthropic world. In this article, four members of Yale University's research team take us through the basics of what they are, how they work, and what they mean for our prospects' philanthropic giving.

  • Mon, January 28, 2013 10:02 AM | Laura Parshall
    The NEDRA Board of Directors had its monthly operations call on January 23. Among the topics discussed were upcoming programs, speakers for the 2013 Annual Conference, and the need for volunteers to help out with two of our committees. Read on for more information.
  • Mon, January 28, 2013 9:49 AM | Laura Parshall
    It's a brand new year of NEDRA programming! On Friday, January 25, an "Organizational Potluck" RING on making the most of internal resources took place at Wesleyan University. Coming up next month, we have more great programming in store. On February 1, there will be a RING on Parents as Prospects: Researching Strategies for Parents at the Pingree School in South Hamilton, MA. On February 8, Ian Wells will be speaking on the subject of The Road Ahead: Campaign Planning and Research at Massachusetts General Hospital in Boston.

    Looking farther ahead, if you're unable to make the Parents as Prospects RING in February, another one will be held the following month in New Haven, CT. In late February or early March, James Cheng will be reprising his popular Data Analytics 101 workshop, with 102 to follow later, possibly in June. Another Prospect Research Boot Camp will also likely be held in June. Keep an eye on our programming page for information and registration.
  • Mon, January 28, 2013 9:44 AM | Laura Parshall
    Margaret Houska is a freelance writer and prospect researcher who previously worked at Teach for America and Brown University. She holds an MA in creative nonfiction from the University of New Hampshire. In this article, she shares her advice on how to hone your writing skills, in order to provide the best possible product to your fundraisers.

    Writing for Fundraisers: A Few Helpful Tips

    If you’re a researcher, you’re a writer. You have to be. In order to convey the facts you’ve dug up in the course of doing actual research, you have to translate those facts into words that your audience can understand and, almost as importantly, that your audience wants to read. Your audience, more often than not, is fundraisers, and writing for them is a skill unto itself. Knowing how to write for fundraisers – and, more specifically, your fundraisers – can save you time and consternation.

    In this article, we’ll discuss a few ways to make your writing more relevant and meaningful to fundraisers, so it will be of the most use to researchers in shops which employ a narrative voice in their reporting (as opposed to a bulleted list-type approach), and it will focus mainly on subject biographies, which often comprise the narrative “meat” of a research report.


    First of all: get to know your fundraisers.

    This sounds like a no-brainer, but we all know (or have been, or are right this minute) a researcher who would rather spend hours doggedly searching for a fact when a quick phone call to someone who’s actually met the subject (i.e., the fundraiser) will fill in that blank in a matter of seconds. Go ahead, get to know them. They (usually) won’t bite. You’ll learn how they approach their work, and that, in turn, can inform how you approach yours. Are they all business and like get to the “ask” right away? Or do they prefer a long cultivation before even broaching the subject of a gift? What do they care about? What don’t they care about? In the end, knowing how a fundraiser uses the information you provide will save you time and energy. Most writers, such as journalists, technical writers, etc. don’t have the privilege of being able to communicate directly with their entire audience, so take advantage of this. A brief meeting can save you countless hours of work in the future, and it just may make you look pretty good in the fundraiser’s eyes.


    Keep it short.

    “The longer, the better” is something you will never, ever hear from a fundraiser. Most are busy, and they’d rather not have to pore through an exhaustive biography of a donor if a few short, expertly-assembled points will do. That doesn’t mean you can’t employ a narrative voice, of course – just remember that in this particular format, for this particular audience, you are a journalist, not a novelist. On a related note…


    Keep it simple.

    You probably wouldn’t be doing this kind of work if you weren’t a decent writer, so don’t feel pressured to dress up your writing with flowery prose or clichés. You can tell the story you need to tell without either, and being overwrought with your language will almost certainly bring on glazed eyes. Again, you’re a journalist, not a novelist.


    For example, don’t write this:


    Ms. Morganstern is, by virtue of her situation, vis-à-vis her familial links to two of the most prosperous oil families of the late 19th and early 20th centuries, in addition to a well-publicized affaire de coeur with an infamous Spanish viscount, a philanthropist of nearly unparalleled standing in a craggy, undulating section of the American mid-Atlantic. She is widely considered to be the grande dame of society in a rustic berg once known as “The Electric City.”


    Instead, write this:


    Ms. Morganstern is a prominent Scranton philanthropist.


    This is an exaggeration to make a point, of course, but most of us have come across something approaching it once or twice in this work. (Or we’ve been guilty of it ourselves.) Don’t let words get in the way of what you want to say. Don’t say “erroneous” if “wrong” will suffice.


    Sometimes keeping it simple requires you to disregard language from your source material. It’s always nice to find a complete bio online, but be careful when cutting and pasting. Delete anything that could be construed as “marketing language,” which usually appears as superlative statements designed to impress and attract business. Is the subject referred to as “the best” or “the most” or “the ultimate” at something, with no citation (such as a magazine’s “best of” list) to back it up? Leave it out. If you really feel it’s an important thing for your fundraiser to know, put it in quotes, and cite the source (such as the subject’s company’s web site).


    Don’t bury the lede.

    Get the important stuff up front. If a donor is an heir to a multi-billion-dollar fortune, for heaven’s sake, get that out early. A detail like that is possible to front-load even when you’re writing in reverse chronological order, which a lot of shops favor for biographies. It’s a frustrating reality that every word we write is not always read by the fundraiser. If they’re in a hurry, they might just give it a skim, so you want to make sure the most critical details are right on top.


    For instance, instead of:


    Mr. Patterson is a landscape painter and philanthropist.

    (Then, six paragraphs later, after details about his prep school grades and unremarkable Pez dispenser collection…)

    He is the sole heir to the Taste-E-Muffin baked goods fortune, which was estimated in 2012 by Forbes to be just over $350 trillion.


    Try this:


    Mr. Patterson, a landscape painter and philanthropist, is the sole heir to the Taste-E-Muffin baked goods fortune, which was estimated in 2012 by Forbes to be just over $350 trillion.

    (You can go ahead and lose the stuff about prep school and Pez.)


    Keep yourself out of it.

    The way you happen to feel about a subject, her wealth, her history, or her life choices is irrelevant, and should never be included in a report. (The sole exception to this is if your shop has a portion of your report form set aside for researcher analysis, but even here, your analysis should be professional, unemotional, and entirely supported by facts.) Hopefully, none of us would ever write “Mr. Donor is a miserly jerk who would never stoop to support our organization,” but subjective language can be much more innocuous.


    For example, this will not do:


    Ms. Rarity’s enormous art collection includes some of Marc Chagall’s finest pieces, as well as beautiful works by the impressionist masters Monet and Degas.


    “Enormous” is way too subjective. If you really want to say how big the collection is, go for more tame adjectives like “sizeable” or “considerable.” As for the works themselves: whose opinion is it that her Chagall holdings are some of the artist’s finest? Or that the Monet and Degas works are beautiful? If it’s a critic’s opinion, cite the critic. If it’s your opinion, leave it out. As for Monet and Degas, a lot of people, even those of us who haven’t taken an art appreciation class, know those names, and know they’re a big deal. Calling out well-known artists as “impressionist masters” is irrelevant (and slightly showy).


    Let’s rewrite it like this:


    Ms. Rarity’s sizeable art collection includes works by Chagall, Monet, and Degas.


    Of course, all of the above points are subject to tweaking, given your fundraisers’ particular wants and needs. But keeping it short and simple, not burying the lede, and leaving your emotions out of your writing can provide a solid base on which to build. As long as all the facts are there, no one will accuse you of using too much brevity.

  • Mon, January 28, 2013 9:35 AM | Laura Parshall
    The Conference Scholarship Committee is currently looking for volunteers. Are you interested in helping to give other Researchers the opportunity to attend the 2013 NEDRA Conference? Volunteers will help promote the scholarships and review nominations. Please email committee chair Anne Brownlee if you are interested or have additional questions.

    Also, the NEDRA News Blog is looking for writers! Researchers of all experience levels can be authors for the NEDRA News, and any topic of interest to researchers is welcome. If you have an idea for an article, or if you're willing to write but need some help finding a subject, contact Laura Beaudet, NEDRA News Blog editor.
  • Mon, January 28, 2013 9:27 AM | Laura Parshall
    The Conference Committee is working harder than ever as the 2013 Annual Conference draws closer. Speakers have been confirmed for all 18 conference sessions. To those who have volunteered to present at the conference: thank you! This wouldn't be possible without you. To those planning to attend: an announcement about conference registration should be going out soon, so be on the lookout. We hope to see you at the Hotel Marlowe in April!
  • Mon, January 28, 2013 9:11 AM | Laura Parshall
    For researchers with limited ability to access for-pay resources, the local public library can be a boon. In this article, five experienced researchers share a number of databases that you can access with the help of your library card.

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