Grateful Patient Programs: Where Are You on the AI & Data Maturity Curve?
Tuesday, April 7th, at 1:00 PM ET / 10:00 AM PT
Is your grateful patient program a growth engine—or a missed opportunity?
Most healthcare organizations believe they have a data-driven fundraising strategy. But in reality, many are still operating with fragmented systems, outdated wealth screens, and generic models—reacting to past behavior instead of identifying future major donors.
Meanwhile, leading organizations are pulling ahead. They’re using real-time wealth and career intelligence, combined with bespoke AI models, to proactively surface high-capacity patients, prioritize portfolios, and capture giving moments as they happen.
The gap isn’t incremental—it’s structural. And it’s widening.
Join Windfall’s fundraising experts, Olivia Tranfo and Heer Shaikh, for a discussion on where your organization sits on the AI & Data Maturity Curve—and what it will take to compete in the next era of healthcare philanthropy.
In this session, we will explore:
- Why traditional grateful patient strategies are breaking down—and what’s replacing them
- The stages of AI & data maturity (and how to quickly assess where you stand)
How leading systems are shifting from reactive screening to proactive pipeline creation - The role of wealth data, career intelligence, and predictive AI in identifying future major donors—not just known ones
- Why bespoke AI models are outperforming legacy propensity scores—and what that means for your strategy
- Bonus: How Windfall is lowering the barrier to AI adoption for fundraising teams
Please fill out the form to save your seat. We hope you and your team will join us!
Presenters
Olivia Tranfo
Nonprofit Sales, Windfall
Heer Shaikh
Nonprofit Customer Success, Windfall