WEBINAR

Building a Data-Driven Major Gifts Pipeline

Wednesday, July 8th, at 1:00 PM ET / 10:00 AM PT

Are you confident your capital campaign portfolio reflects your donors' true giving potential today? Do your major gift officers have the real-time wealth signals they need to prioritize cultivation and accelerate solicitations? Is your prospect research team working from live data—or last year's screen?

The difference between hitting your capital goals and facing mid-campaign strain comes down to immediate, actionable precision. Yet too many advancement teams still rely on static wealth screens, manual research workflows, and reactive outreach that misses the window when donors are most ready to give.

The most effective campaigns in 2026 run on continuous wealth intelligence—automated alerts, donor-advised fund affiliations, and signals that flow directly into cultivation tracks without adding headcount or manual effort.

Join Windfall for a tactical deep dive with fundraising experts Matt Stern and Heer Shaikh. Drawing on real campaign data and automated workflow examples, this session delivers a blueprint for implementing continuous wealth intelligence directly into your daily development motions.

In this session, we will explore:

How to use AI-powered scoring to tier and prioritize your campaign portfolio in real time
Strategies for building and managing a high-performance major gift portfolio aligned to campaign goals and timelines
How to turn weekly wealth alerts, donor-advised fund (DAF) affiliations, and other signals into personalized cultivation tracks
How to time your outreach using life event signals—career changes, liquidity events, and wealth shifts—for maximum campaign impact
Prospect cultivation workflows that move donors from identification to solicitation with consistency and speed
Bonus: Real-world examples of nonprofits using Windfall's data-driven playbook to close transformational gifts during active capital campaigns

Please fill out the form to save your seat. We hope you and your team will join us.