WEBINAR

How Windfall & Neon CRM Work to Maximize Fundraising Success

Wednesday, January 21st, at 1:00 PM ET / 10:00 AM PT

What if you could prioritize your fundraising efforts based on each prospect’s unique profile, including household wealth, life events, demographics, and career changes?

With Windfall’s automated bi-directional Neon Integration, you can!

In this upcoming webinar, we’ll be discussing how our improved integration with Neon makes it easy to leverage automated wealth screenings, career intelligence, and AI natively within Neon. Come learn how to identify high-potential donors, build reports, and automate workflows within Neon based on Windfall's enriched data.

Join Windfall’s nonprofit fundraising experts, Kyle Curry and John Dao, as they provide updates on our bi-directional integration with Neon, and discuss how it can enhance your fundraising strategies to help you build stronger, lasting relationships with the right donors and prospects.

This session will explore:

  • An introduction of Windfall’s enhanced bi-directional integration with Neon and live product demonstration 
  • Benefits of automating Windfall’s wealth screening and AI natively within Neon
  • Immediate use cases and opportunities
  • Tips and tricks for supercharging your fundraising efforts and optimizing your development workflow
  • Bonus: How Windfall’s new SaaS and AI application makes it easier than ever to connect Neon to Windfall and get started

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

Presenters

Kyle Curry

Kyle Curry

Nonprofit General Manager, Windfall

John Dao

John Dao

VP of Product, Windfall

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