SAVE THE DATE for the Premier gathering of prospect research professionals in New England.

KEYNOTE: A Look Ahead Panel of Industry Leaders – Valerie Anastasio is Senior Director of Prospect Development and Knowledge Management at Boston Children’s Hospital Trust, Helen Brown is the president of The Helen Brown Group LLC and Elizabeth Crabtree is the Vice President for Administration and Operations for Institutional Advancement at Brandeis University.


Program focuses on four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Analytics. Also explores fundraising terms and technologies, techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and explores how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data, and creating quality research products.


LOCATION: Amherst College, Amherst, Massachusetts

Roundtable discussion of prospect management/relationship management. 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.

PRESENTERS: Suzy Campos, Director of Advancement Information at Amherst College and Ruthie Giles, Senior Researcher for Prospect Management at Mount Holyoke College