WEBINAR

Getting Started with the Windfall Nonprofit SaaS and AI Application

Thursday, January 29th, at 1:00 PM ET / 10:00 AM PT

Are you maximizing your Windfall subscription? Want to uncover hidden pockets of donation potential? Unsure where to start?

Fundraising teams today are sitting on more data than ever, but many still struggle to turn that data into clear, actionable insights. Knowing who to prioritize, when to engage, and how to segment effectively can be the difference between missed opportunity and meaningful growth.

That’s where Windfall’s new Nonprofit SaaS and AI Application comes in. 

esigned to make Windfall’s data more accessible and actionable, the Nonprofit SaaS and AI Application empowers nonprofit teams to easily analyze their database and build targeted reports that directly support fundraising goals without needing advanced technical expertise.

In this live webinar, we’ll provide an introduction to the Windfall Application and walk through how to use the platform to uncover opportunities within your database. Attendees will learn to confidently navigate the user interface, understand Windfall’s analytics, and build practical segments that can be applied immediately to real fundraising strategies.

This session will cover:

  • A guided walkthrough of the Windfall SaaS Application and user interface
  • How to interpret key analytics within the platform
  • Live demonstrations of creating popular and high-impact fundraising segments, including:
    • Hidden gems within your existing donor base
    • Affluent constituents associated with foundations
    • Planned giving pipeline segments
  • How to create and use helpful custom fields, such as Active Donor and Lapsed Donor
  • Best practices for turning segments into actionable reports that support outreach and strategy

By the end of this session, attendees will leave with a clear understanding of how to navigate the Windfall SaaS Application and the confidence to create meaningful, goal-driven reports that support smarter fundraising.

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

Presenters

Angelica Reyfer

Angelca Reyfer

Data and AI Specialist, Windfall

Isabella Fordyce

Isabella Fordyce

Data and AI Specialist, Windfall

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