WEBINAR

Customer Roundtable: Driving Annual Fund and Alumni Engagement in Independent Schools

Wednesday, January 14th, at 1:00 PM ET / 10:00 AM PT

Independent schools face the unique challenge of inspiring multi-generational support—from current parents to long-term alumni—all while bridging the critical gap between tuition and the true cost of education. To secure a lasting legacy of scholarship, facility improvements, and financial aid, development teams must move beyond traditional methods to identify high-potential donors and personalize every touchpoint.

Join Windfall and a panel of leading independent school advancement professionals for a practical discussion on leveraging wealth intelligence and AI-powered insights to transform your fundraising strategies.

McCurdy Williams, Senior Customer Success Manager at Windfall, will lead a round customer table with key leaders from three distinguished institutions:

Molli Laux, Director of Development Operations at St. Andrew's Episcopal School, Maryland
Ryan Carr, Director of Advancement Services at Salisbury School
Sarah Wallace, Director of Planned Giving & Research at Avon Old Farms School

The panel will explore:

How leading independent schools leverage Windfall’s hyper-accurate wealth data and Predictive AI
Actionable steps to enhance alumni engagement and cultivation by combining wealth, career, and life event data
Best practices for identifying capacity for Major Gifts and Planned Giving within your parent and alumni communities
Practical ways to use data and AI-driven segmentation to personalize stewardship and maximize donor retention
Real-world examples from St. Andrew's Episcopal, Salisbury, and Avon Old Farms School

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