CUSTOMER ROUNDTABLE

Wednesday, March 11th, at 1:00 PM ET / 10:00 AM PT

Are you using wealth intelligence throughout every phase of your campaign—or just at the start? Is your team equipped with the fresh, accurate data needed to prioritize the right donors and hit your goal?

No matter the size or type of campaign—whether capital, comprehensive, or project-based—a successful fundraising effort is built on both a bold vision and a data-driven roadmap. The "quiet phase" of a campaign can last years, and donor circumstances change overnight. Wealth screening shouldn't stop once the feasibility study is over. Without continuous wealth screening across every phase, you risk a shrinking pipeline, misaligned capacity ranges, and gift officers working without the insights they need.

Join Windfall’s McCurdy Williams for a customer roundtable featuring Ryan Carr from Salisbury School, who will share how he uses continuous wealth intelligence to power campaigns of all shapes and sizes, from major capital initiatives to targeted building projects. This session will walk through how to apply wealth screening across the full campaign lifecycle, build bespoke donor capacity ranges using your own first-party data, and keep your pipeline replenished from the silent phase all the way through close.

This customer roundtable will explore:

• How to apply wealth screening across every phase of the campaign lifecycle, from goal-setting to close
• Why regular, continuous screening keeps your pipeline full, and your gift officers focused on the right prospects
• How to move beyond the 5% rule and build custom capacity ranges that reflect how your donors give to you
• How to identify hidden gems and prioritize new prospects as they enter your database mid-campaign
• Bonus: Real-world stories from Ryan Carr (Salisbury School) on how wealth intelligence has powered campaigns across education and healthcare fundraising

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