WEBINAR

Leverage Wealth Data in Raiser's Edge NXT 

Thursday, July 30th, at 1:00 PM ET / 10:00 AM PT

How do you actually get wealth data into Raiser's Edge NXT? How can you export and screen your full constituent base? And how do you spot the hidden gems already sitting in your database?

Raiser's Edge NXT is a powerful system, and getting the most from your wealth data comes down to knowing how to move it in and out the right way. Leveraging Windfall with Raiser’s Edge ensures you can keep the freshest data on every constituent and surface hidden gems at any giving or engagement level.

In this session, Windfall's GM of Nonprofit, Kyle Curry, will show how prospect research and development teams can build repeatable screening workflows in Raiser's Edge NXT and put wealth intelligence into action across their fundraising programs.

This session will explore:

• How to build repeatable constituent and gift exports for screening
• How to bring Windfall's wealth data back into RE NXT so it's usable across lists and reports
• How to layer wealth estimates over giving history to uncover hidden gems and reprioritize LYBUNT/SYBUNT lists
• Bonus: How AI Recommended Segments and GenAI Dossiers give you a jumpstart on segmentation and prospect research

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