WEBINAR

Developing A Major Gift Program with Wealth Screening

Wednesday, March 18th, at 1:00 PM ET / 10:00 AM PT

How do you start a major gift program from the ground up, especially with limited staff or resources? Are you effectively identifying, prioritizing, and cultivating your most capable donors to maximize major gifts?

Building a major gift program is essential for sustainable growth, but smaller nonprofits often face the daunting task of starting from scratch. Success hinges on reliably identifying high-potential donors who have the right propensity to give. Without reliable wealth data and a clear, step-by-step strategy, getting a new major gift program off the ground can become a time-consuming and frustrating endeavor.

Join Windfall’s data-driven fundraising experts, Olivia Tranfo and Kylie Todd, for a step-by-step guide on building a successful major gift program using modern wealth screening. This session is designed to walk you through the entire process, from getting your organization ready and qualifying prospects to mastering portfolio management and establishing an ongoing cultivation strategy that secures transformational gifts.

This session will explore:

  • A step-by-step guide to building a major gift program from the ground up
  • How to use wealth screening to identify high-potential major gift prospects
  • Best practices for major gift readiness and portfolio management
  • Strategies for ongoing donor cultivation and securing transformational gifts
  • Bonus: Real-world examples and practical tactics designed for smaller nonprofits

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

Presenters

Olivia Tranfo

Olivia Tranfo

Nonprofit Sales, Windfall

Kylie Todd

Kylie Todd

Nonprofit Customer Success, Windfall

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