Major Gifts in 2026: A Data-Driven Playbook

We're gonna go ahead and get started. So for those who may not be familiar with Windfall, we are a data driven company based in San Francisco, and our mission is to help nonprofit organizations more effectively engage with their constituents and donors through accurate data and best in class propensity modeling. And we are focused specifically on identifying and understanding affluent households. And our database includes over twenty million affluent households and over a hundred trillion in total wealth. And this is part of our coverage. So we'll go ahead and do a quick introduction. My name is Kylie Todd, and I am a customer success manager here at Windfall. I work with many partners across our ecosystem, including large cause and care related organizations, independent schools, and health care systems. And I'm joined today by my teammate, McCurdy, a senior customer success manager. McCurdy, would you mind introducing yourself really quickly? Thanks, Kylie. Hi, everybody. Really glad to be joining everybody to talk about major gifts this year. My name is McCurdy Williams. As Kylie said, I am a senior customer success manager having worked here at Windfall for almost five years after fifteen years in educational fundraising. Excited to talk with all of you and to answer all of your questions. Perfect. Thanks, McCarty. And so I want to go ahead and set our agenda for today's webinar. We'll go ahead and start with a quick windfall overview. And then from there, we'll talk through the current state of high net worth giving. And then we'll also talk about ways to use wealth and career data to identify major donor prospects. And then we'll discuss how to harness AI modeling to predict major gifts and best practices for developing a major gift program. We'll also explore the new Windfall application and how portfolio prioritization can be made even easier. And then to close, we'll review our key takeaways and some questions. So to jump right into the core of today's session, we want to give you a cohesive framework you can take back to your teams. We call this a data driven playbook for major gifts in twenty twenty six. And throughout our time together, we're going to walk through these five core pillars designed to help you identify, prioritize, and cultivate your best pros prospects. So first, you really want to, oops, act on the moment. So this is, of course, how to capture and respond to real time shifts in wealth, tax, and donor data. And then second, really seeing the full donor picture, so moving past basic data to combine wealth, career, and philanthropic signals. Third, really prioritizing with precision, so really leveraging AI to pinpoint exactly where your efforts will make the biggest impact. And fourth, build disciplined portfolios. So this is, of course, learning how to segment intelligently so your gift officers have the right level of coverage. And finally, activate workflows. So how to basically really bit bridge the gap between having great insights and turning them into real actionable outreach. So this is our road map for today, and our goal is to give you a highly practical framework you can start implementing immediately. So to get us started, I wanna take a moment to review the items that we'll be discussing today and the items that we we will not be speaking about in this particular webinar. So this webinar will be helpful for prospect research and development professionals looking to leverage data and technology to maximize their time and efforts. And I wanna briefly highlight what you will learn today and also take a moment to review what we won't touch on today. So in terms of today's session and what we will be covering, we'll talk about Windfall's mission and a high level overview of our products. We will also discuss strategies for leveraging attributes to identify major gift candidates. And then from there, we'll talk about how small teams can get started and best practices for implementing AI and propensity modeling within your workflows. We will also do a live demo of the Windfall application. And then in terms of what we won't be covering today, but we're happy to cover separately as you're learning more about Windfall and how to leverage it for your organization, We're not gonna go too deep into our methodology or modeling today. We do have some other webinars that we recommend you join later this month and next month that cover PTG modeling in more detail. So feel free to sign up for those if you're interested in really leveraging data science and modeling to prioritize your constituents. And then lastly, if you have questions around pricing, we're happy to handle those as well as separate conversations following today's webinar. Okay. And so we're gonna go ahead and kick off our first poll today. And let me go ahead, and I will launch that. And so this first poll is how does your organization currently identify major giving prospects? And so I'll give you all a couple of seconds here to answer. Okay. And it looks like by far over fifty percent of people identify major donor prospects or major giving prospects by using their net worth measures of gift capacity. The second most popular option is using the size of their past gifts to determine if they are a major donor prospect. I'm going go ahead and end that poll. Thank you all for participating. So now I'm gonna jump into a quick overview of Windfall. So to really set the foundation with a little more background, our vision here at Windfall is to change the way that organizations understand and engage with their donors and prospects. And Windfall, at its heart, is a data company. And since our founding, we have a hyper focus on affluent US households. We define affluent as any household with a net worth of at least a million dollars. And here at Windfall, we treat net worth as a true human balance sheet, and we actually net out the debts and liabilities from assets as a part of that calculation. Unlike other vendors in the space, instead of providing a score or a range, Windfall actually provides a precise net worth figure. So, for example, if there is a John Smith at one two three Main Street, we can tell you he is worth two point three million versus a Jane Johnson at four five six Broadway who is worth forty nine point nine million. As you can see here, we have the privilege of partnering with over fifteen hundred organizations across the country. We support nonprofits of all shapes and sizes, from the smallest organizations with just an executive director to the largest fundraising institutions in the US, everyone deserves accurate and up to date data and AI driven workflows to capture more major donors. And so I now wanted to talk through really the three main ways that most customers use our data, but I wanna highlight the three main use cases really here kind of on this slide. So the first is around identification or prioritization. So you can stack rank your database by net worth. You know, maybe you have a thousand records or ten thousand or a hundred thousand. There's only so many hours in the day, and prioritization can help you figure out where to spend your time. Secondly, we help you with segmenting your data, which we like to call finding hidden gems here at Windfall. So imagine you get a ten dollar donor donation in. Typically, you would send a, you know, a thank you letter and maybe move on with your day. But by overlaying Windfall's data, you realize that this person has a net worth of ten million or a hundred million. So maybe instead of just that thank you letter, this calls for some deeper engagement and stewardship and an immediate phone call from an assigned prospect manager. We hear stories from users about positive impact created from these hidden gems every single week. Recently, for example, a newer customer screened an event list with us and found an attendee that had never talked to they had never talked to before with a high net worth. And so they prioritize stewarding them at the event and received a first time gift of two thousand dollars. So this is a great use of finding hidden gems. And lastly, we have engagement. So we talked about how that net worth figure can really help in prioritizing. But, also, in addition to net worth, Windfall is also enriching around twenty five additional triggers, which are things like recent mover, recent divorce, recent liquidity event liquidity events. You know, do they own a boat? Are they a a multi property owner? Just really knowing what a person is interested in philanthropically and how they might be using their free time, you can really craft the best opportunity for a great conversation. And so this brings us to a major differentiator, how we uncover hidden gem hidden gems. So in the traditional wealth screening models, organizations are typically restricted by a credit based token system. And so because of these cost barriers, teams only screen a small subset of their database, usually people they already know, and they might only do it, you know, once every couple years. And so the problem here, as you can see on the left, you completely miss out on affluent prospects who haven't caught your attention yet. And so with Windfall's unlimited screening model, we remove those barriers with unlimited screenings. So you don't have to pick and choose. You are able to screen your entire database to surface all of your hidden gems automatically. And we recommend wealth screenings throughout the year versus wealth screenings once annually or even every few years. Our goal is to make sure that you're getting the most value out of our system instead of having to curate what records you submit and potentially miss those hidden gems. And so our platform is really built with fundraising and development in mind, and there are a couple of different product offerings that we have. So first, we have wealth screening and career intelligence. So this is where we have the ability to match to your constituents on file, whether that be your CRM or processing CSV files, and appending our wealth intelligence and career intelligence data to those constituent records. So this is really helpful in understanding constituents who may want you may want to prioritize for a campaign and additional context outside of their giving history. We also have AI propensity modeling. So this is where we're able to build bespoke machine learning models to answer the question of who will convert towards specific strategic goals. And last thing, we have Datalink. And this unifies constituents across multiple databases. And so this will allow you to identify when you have the same person in two or more of your databases. So it's really helpful for organizations who have multiple databases. Think events, school registration, and other, types of datasets that your organization may have. And, again, Windfall's business model is unique. We charge a flat fee. We don't charge by the record or by the credit across all of our products. And I mentioned earlier, I believe our data is updated weekly. So we know wealth data fluctuates. Wealth creation destruction events happen frequently, and we want to be able to capture those events to ensure that you have the most up to date data. And, again, as I mentioned, that's why we recommend frequent constituent screenings throughout the year versus just screening once annually or every few years. And so, as I mentioned, in addition to net worth, you're also going to receive some of these additional triggers for your matched households. And so I won't go through all of these, but I just wanted to highlight a couple of these that you can look at. First, starting with our donor advised fund and crypto interest. These are two of our newer offerings. These are a part of our career intelligence package. And then from there, I also wanted to highlight our, Windfall ID. This is actually at the household level. So as you have spouses or children in your database, they will be house holded together. And, really, at the end of the day, you can see here there are a lot of other insights that you can unlock from our wealth screening, versus recent life events. So this could be really helpful for, understanding just timing and maybe really when you want to reach out to these constituents. You can also see some other wealth indicators such as, you know, boat owner, plane owner, or even trust association. These are really good leading indicators for exploring different types of gifts or perhaps planned giving. And then some other insights, you can see we have recent liquidity events. So that can really give you insight as to, do they have more cash on hand, and then they might be a good constituent to really target. So, like I said, those are some of our, wealth screening attributes. And then you can see here, we also have career intelligence data as well. So this can really give you insight into someone's employment history as well as their company. And you can see one of the attributes, we have a LinkedIn URL. So this is really helpful in reducing the amount of time necessary to research a prospect and being able to really pull up their profile just directly from LinkedIn. But then there are some other attributes here that really help you better understand your constituents. For example, who is an executive or potentially a student or unemployed, and perhaps it's not the appropriate time to reach out. You can also look at some of the recency triggers. We were they recently promoted, recently retired? So all this context can be really helpful as you're crafting different strategies. And so this slide now really brings everything we've discussed together by showing you how to turn raw people in people data into actual movement. So Windfall transforms your basic first party records into enriched prioritized segments that power your daily workflows. So it's really about moving beyond a static list and toward a dynamic strategy for the next best actions. And so the process starts with enrichment. We take your existing records and layer in the critical context you need, net worth, career, history, and even indicators of DAF and crypto wealth. And so once we have that full picture, we move into segmentation. So instead of treating your database as one large group, you can prioritize and segment your donors based on their actual capacity and propensity to give. Finally, we turn that insight into action. So this isn't just data for the sake of data. It triggers specific workflows, whether it's setting off automated triggers, assigning tasks to gift officers, routing leads to the right departments, or keeping information current with constant refreshes. This system ensures you are always working on the highest value opportunities. So by following this path, you unlock better outcomes across the board. You prioritize the right people. You can build actionable segments faster and trigger smarter outreach. So, ultimately, this allows you to personalize every engagement with better context, just really ensuring your team is driving the strongest possible fundraising outcomes for your mission. And a perfect example of this impact is our work with the Muscular Dystrophy Association. MDA came to us during a restructuring phase because they needed a more strategic data driven way to grow their major gifts program. So what we did is we implemented wealth and career, screening alongside custom propensity modeling to help them pinpoint exactly who to target. And in just eighteen months, they quadrupled their pipeline, surfaced twenty five thousand prospects worth over ten million dollars, and they grew their major gift revenue two point six times, taking it from six hundred k to one point five five million. So this completely revitalized their fundraising. And so now we're going to go ahead and kick off our second poll. And this poll is asking, what is the biggest challenge facing your organization's major gifts program? So let me go ahead and launch this. Okay. If you guys don't mind participating, we would really appreciate it. I'll give you a few seconds here. Okay. So it looks like the majority of folks have said that the biggest challenge facing their organization's major gifts program is that, they've exhausted the known pros or the known donors and need to expand the prospect pool. And the other majority is that the portfolios are too large or they lack prioritization. So, again, thank you for participating. That's really helpful for us to get better insight. K. And so now I'm gonna go ahead and turn over to McCurdy. Yeah. As we start the playbook, we wanna make sure that we're all starting at the same level. Major gifts is focused on that high net worth population. So how is that population doing, and what does the shifting dynamics of of wealth across generations have to do with this economy and your plans for the next eighteen to twenty four months? As we see in these charts, wealth is transferring rapidly. That means that your major gift program needs to be thinking about now and the future relationships, opportunities, and holes that you have in your programming and in your outreach planning. On the left, we see that the the total US wealth held by each generation has been shifting over the last twenty years. Obviously, people are getting wealthier and money is shifting. But have you as a team sat back and thought about that wealth transfer looking at this huge shift from the silent generation to baby boomers in the last twenty years that money's really flip flopped, and Gen X and millennials are coming up right behind. And so we need to think about how is your major gift program speaking to these different generations? How are you creating relationships and mining your mid level donors for future potential? Because just in twenty twenty five, the US saw six trillion dollars of wealth transfer across generations. That makes a huge difference for your program. With experts estimating significant transfer of wealth by twenty forty eight, which is not that far off, unfortunately, nonprofits need to be building multiple channels for major donor pipeline growth. Baby boomers and Gen Z, they give differently. They care about different impact indicators, and they wanna be a part of the solution in different ways. And if you wanna capture this pink line of over eighteen trillion dollars that experts are estimating is gonna go to philanthropy, how are you differentiating your outreach and donor relations to different generations? Nonprofits need to be asking, how do we keep the relationship? How can we ensure we have the next generation in our database and that we're including them in our communication? The first step is really important, and it's who do we focus on? And windfalls data is critical here. You are saying you need new many of you are saying you need new prospects to focus on, and the other half of you are say many of you, not, I guess, not half, but many of you are saying, we need to know who to focus on in particular in our very large portfolios. And windfall can help you track family relationships and the wealth moving to the next generation. And one of the key windfall triggers here that you saw on the slides that Kylie showed you is the foundation officer and foundation association. The key for philanthropy professionals is knowing who's starting to learn the family foundation business and making sure they're they're being connected to your organization. When we talk about the great wealth transfer, we're we're not just talking about a change in bank account ownership. We're talking about a fundamental shift in the philanthropic landscape. And the biggest challenge is that the children and grandchildren inheriting this wealth don't necessarily share that same institutional loyalty as their grandparents and parents. And if your organization is relying on legacy donors without engaging heirs, you're essentially watching that future endowment walk out the door. It's not just a financial transfer. It's a relationship transfer that we have to start managing. And there are four key things that we think are really important as we start thinking about building that major gift program. Retention. Statistics show suggest that a significant majority of heirs, it is cited between sixty and ninety percent, switch charities or advisers once they inherit wealth. So you have to be thinking multigenerationally. Second is values based versus institution based giving. Right? They're not just legacy donors. They're not just gonna give because their grandparents gave there. Older generations gave because they believed in the institution, and younger generations are giving because they believe in the solution that you're providing. So you need to to be able to switch from, for example, support the university to solve climate change with us and with our research initiative. Third big thing we have to think about is the rise of donor advised funds and alternative giving vehicles, family foundations as one of those examples, because we are seeing, especially with the tax changes that we're gonna talk about, money is being parked for philanthropic use long before it actually reaches a nonprofit. And you need to be able to identify those that have donor advised funds and those that have growing power of the purse strings of their family foundations. And last, we need to think about wealth creation versus inheritance. And, you know, with a great wealth transfer, we're thinking inheritance, and that's a huge factor. But we're also seeing wealth created faster than ever in especially in tech and entrepreneurship. And that's why those weekly data refreshes and weekly looking at your data and your portfolios and your prospects is incredibly important. A donor might inherit a windfall today or sell a company tomorrow. And if you're only screening your database once a year, you're missing that precise moment the transfer happens. Something I want you to think about is how are you communicating impact of current and planned gift intentions with major donors and prospects? Do you have a specific collateral that speaks to the monumental impact of planned giving? Because that's really important as we think about wealth creation and inheritance. We work with an organization that that had all but given up on a five hundred thousand dollar donor, and we're gonna talk exactly about how what they did with that story a little later because it's really important to understand that wealth the wealthy are getting wealthier, and we're seeing centralization at the top. And this is plotted by the millionaire population from the onset of the pandemic to today, and we've seen a total of a hundred and thirteen percent increase in affluent households wealth. And total wealth held by high net worth households has increased by a hundred and sixty one percent in just six years. Looking at the steepness of the curve, the wealth of the top isn't just growing. It's accelerating. And if your fundraising strategy is a flat line while your donor's wealth is vertical, you're falling behind every day. So being nimble is incredibly important. And and we we need to prioritize the, you know, mass affluence or seeing steady growth, but it's the ultra high net worth segment that is seeing vertical wealth acceleration. And that's where your major gift program is going to shine. You have the ability to focus in on the real time threshold for a donor whose net worth is increasing by millions in a single quarter. You can be nimble, having data feed in to tell you exactly who to prioritize and when. You've gotta think about that strategic asset first conversation, not just thinking about cash gifts and that annual fund mindset, but complex gift vehicles, private and public shares of stock, LLC interest, lead trusts, all of those things that are really forward focused giving. And then you need to be very focused on hyper personalization. That is what the next generation wants, and you can't mass market your way to an ultra high net worth gift. You've really got to prove to them that you know who they are and that you can speak to them. So that means watching for liquidity events, cleaning up your portfolio, and shortening the ask cycle so that it's personalized to them and you're not just throwing everything at the wall. Okay. So now let's get into ways that you can use wealth and career data to actually identify major donor prospects. So as you establish your foundation of data, learning more about your constituency is the first step toward identifying major donors. So what's the holistic view of your constituents or donors? How engaged are they with your organization? You know, what's their wealth? What are their interests, their work? And how confident are you in your gift ask? And then also, how well have you cultivated your donors and constituents historically? Do you know what groups of donors are most successful? Have you ever asked for a bigger gift from certain donors, or do you have specific gift thresholds? All of these questions help you answer more about your ideal major donor candidates. And so another way helpful way to analyze your data is to look at the aggregated donation sizes as shown here. So, ideally, we would want to be seeing a consistent upward trend that shows donation amounts increasing at the same rate as the net worth increases. However, in this example, you can see donation size remains consistent between the one million to five million net worth range. So as a major gift officer, I would be wondering, first, do any of the donors in my portfolio fall into one of these net worth buckets? And second, if so, are they receiving the same ask amount? Some donors or hidden gems in the one million to five million oops. Sorry about that. Some some donors or hidden gems in the one million to five million net worth ranges may be waiting for the right ask to take their giving to the next level. And we actually do have a wealth analytics report where you can get this breakdown. So feel free to reach out after the webinar if you're interested in seeing this intelligence for your donor base. So let's go ahead and dig into wealth and historical donations as a method for finding major donors. So one easy way to organize these results is to create create quadrants, as we'll see here, starting with the lower wealth matches with varying donation histories. So let's go ahead and look at the lower wealth and low donation history. So these matches are strong candidates for your annual giving and stewardship teams. You want to continue to cultivate these relationships and monitor closely for changes in donation patterns or increases in wealth. And then second, we can look at the lower wealth and high donation history. So one next step with this group would be to assign these to a leadership annual giving officer and continue to steward these donors. Next, we'll take a look at the high wealth and high donation history. You want to verify that these donors are assigned to a major gift portfolio. And finally, we have the high wealth but low donation history quadrant, and this is, of course, what we refer to as hidden gems. So these donors likely have the potential to increase their giving, just, of course, based off of that net worth. And these these are affluent constituents with sustained engagement with your organization that may be primed for an increase in ask amount. And lastly, you can implement wealth and career screening data as a tool to really further customize your messaging for better personalization and, hopefully, better response rates and donations. So here's an example of customizing messaging for those constituents who have money in motion, basically, those stock transactions. So this is a great way to remind them that they can make nontraditional donations such as a stock gift. Or in, you know, another instance where one or more constituents' startup went public, this is a great opportunity to really cultivate the relationship and congratulate them. Or lastly, if your organization runs community training programs around financial literacy, You could contact everyone in your donor base whose job function is finance. And you can, of course, also use this data to help segment your event invitations for a more personalized approach. And, specifically, segmentation with employment data can help your organizations to invite the right people to your events. So for universities and colleges, it's important to remember that major doesn't always indicate career. So by using this data and inviting the right people to the right events, you can really improve your responses and participation. So here are some specific examples. So, for instance, you can use software engineer job titles as an indicator to invite these constituents to an engineering alumni slash student networking night. Or if you're in the health care space, you could use nurse practitioner job title to find a speaker for a health care summit. Lastly, you can invite everyone who works at a specific company to attend an alumni event hosted by that enterprise. So now I'll go ahead and turn it back to McGrady. Okay. Now let's get into the challenges of prioritizing when your database is full and you have limited staff time. Obviously, everything that Kylie has said is a great way to start, but it sounds like for a lot of you that that's probably not enough. So let's we're gonna talk about creating effective propensity models with your data and your goals in mind. I wanna set the stage for how we think about data and analytics. When we talk about data science and fundraising, it's helpful to view it as an evolution, a progression of how we interact with information to make decisions. And there are four distinct stages to this, and they move from looking backward to looking forward. First, we have descriptive analytics, and this answers the question, what happened? It's your standard retrospective reporting. Looking at your CRM at the end of a quarter, end of a fiscal year, and seeing that your major GIF revenue was up ten percent or that a specific direct mail campaign underperformed. It tells you the facts of the past. Next is diagnostic analytics, which asks why did it happen? It's where you dig a layer deeper into the data to find cause and effect. If revenue went up, was it because you secured three massive unexpected six figure gifts? If the mail campaign failed, was it because of a bad list segment? This moves you from those raw numbers and percentages to actual context. Then where things get really exciting for fundraising teams is when we cross over into the forward looking stages. Third is predictive analytics, and that's what our our modeling is. It's what will happen. It's where data science uses historical patterns to forecast the future. In major gift fundraising, it looks like predictive AI modeling that analyzes a donor's wealth indicators, past giving history, and engagement touch points to say, this specific group of fifty donors, say, has a ninety percent likelihood of making a major gift if asked in the next six months. And then finally, the pinnacle is prescriptive analytics and how do we make it happen is what it's thinking about. It doesn't just predict the future. It tells your team exactly what actions to take to engineer that future. It prescribes a workflow. It might alert a gift officer to say, you know, donor Jones just had a significant wealth event. Call them within forty eight hours and invite them to the upcoming gala. It acts as an intelligent copilot for your team. And the things we always have to make sure that we think about first as we're moving up this maturity curve is this all depends on your timeline, and good data is incredibly important. So first, the course of your nonprofit's operations can change overnight. Leadership transitions, external economic shifts, whatever. Models that are were highly accurate last year might need recalibration today because of human behavior and those organizational realities. And second, perhaps most important, is bad information, inaccurate data will always lead to bad predictive and prescriptive outcomes. The old adage that I was taught was trash in, trash out. If your foundation is built on no data or bad data, your AI model is simply just going to automate mistakes. So we want you to think about how to scale your program with your goal in mind, not with just the coolest AI tool, but the AI tool and piece that is going to make the biggest difference working with you and for you, not against you. Again, I wanna say, you know, it it good data is incredibly important. If we don't have good data, we are done for. So I'm gonna launch our last poll because I want to make sure that I understand where all of you are. Are you using machine learning models as part of your major gift strategy already, and and how? I will give you all another fifteen or twenty seconds. Amazing. I'm going to share these with you all because it looks like we've got half of you saying no, and then we're split between not sure and, yes, we use them built by by outsiders. And there's a couple of you that are using both internal and external models. That's awesome. So why does Windfall focus on helping nonprofits with AI driven propensity models? And and that's because we know that wealth is the first qualification, but it isn't the only factor. Machine learning can provide sophisticated prioritization for development teams by leveraging artificial intelligence for prospect research can that will radically streamline operations. It's gonna make all of you who have those really large portfolios have a better life. The second thing that's really important is building a model meant for you and your organization and your target goal because that helps you reach your goals more quickly. Having a generic model, it does not help. And then lastly, it's marrying wealth screening and every and career screening, everything that Kylie spoke about with propensity to give modeling to help prioritize prospects. And then we're gonna build out this corp these profiles. We see where we've got two people who are to the naked eye, easier to prioritize person on the left. They're worth more. They're recently engaged. They're philanthropic. They own multiple properties. That person might be someone that we would say usually, hey. Yeah. They're they're the one I wanna talk about. They're both qualified, but the person who's worth more, obviously, I'm gonna go talk to them first. But in reality, when we actually build a model that is focused on looking backwards and saying, what was the engagement pattern, the giving pattern, and the wealth and career information and their pattern of all of the people who have made a major gift before within your population, which of these people looks better? It's actually the person on the right. We always wanna make sure that we're marrying wealth information in, but that we're really prioritizing the right people. Obviously, we are thinking about major gifts here today, but major gifts can have varying levels. And major gifts could be, you could also be in charge of plan giving. You could be working at a hospital where we're thinking about grateful patient major gifts. We want to make sure that you think about as you think about modeling and how it can be make an impact within your team, you have the the right goal in mind, and you have the right KPI that's connected to it and the right return on investment that you can actually track. Because without being able to track this information and how things have gone, you're not gonna be able to prove that the investment and the time that you're putting in is worth it. I wanna give you an example of just that where people sat down, they chose the right goal, and they immediately had wins. We are lucky enough to work with Save the Children and have been working with them for a number of years. And in early twenty twenty three, they got their first set of scores because we update them every time you send us data. They got their first set of scores for their principal gift model. And their prospect research team, you know, immediately sat down, assigned people out who had the best of the best scores. And within a few days of an the assignment, a fundraiser's outreach resulted in a qualifying gift that the entire contract value with Windfall, with just one donor. And this is incredibly important for all of you who are in research and development operations who are sitting on this webinar thinking, how do we how do we do this? How does this how do we make sure that we're actually gonna get this money back? Well, they had one gift officer who believed in being data driven, and then that one win made it so that everybody wanted to be in on this project. Everyone wanted to use the scores. Everyone wanted to review their portfolio, and they had buy in to prove that this was gonna be the next best thing for their team. And they were off to the races. Remember the old adage, measure twice, cut once. How can you do that with old data? Windfall doesn't let you. We want you to target, measure, and iterate on things because you need to have refreshed scores. You need to know who people are and where they are right now. If you have old data, then you don't know how to prioritize right now, and you can't make those decisions about your portfolio size. Model should be refreshed and retrained as new information becomes available both on your side and our side because wealth is created and destroyed rapidly, data is changing continuously, and model scores should not be stale. WinVol believes that this is a long term strategy, not a short term win to get you these pieces this piece of information to add it to everything else. I wanna leave you with some best practices for implementing a major gift program with wealth screening. Warrant first, make sure that we all have that level playing field again. Let's talk about some tax changes, and then we'll focus on best practices, and Kylie's gonna show us our windfall application. So the One Big Beautiful Bill Act has provisions that impact tax incentives for charitable giving, and it's essential to reduce it essentially reduces tax breaks for the wealthiest donors and introduces a new smaller tax breaks for everyday donors. And it all started in January. So for major donors, they're the the biggest ones that are, you know, listing out their deductions and rather than taking that standard deduction, and that's where the biggest change lies. Before this year, wealthy donors who itemized could begin deducting charitable contributions immediately. And in twenty twenty six, the new floor is point five percent of their their tax floor. So that means that if someone earns five hundred thousand dollars, the first twenty five hundred dollars they give gets them nothing. So for your wealthiest owners in that top tax bracket, the taxed value of their deduction is reduced as well from thirty seven to thirty five cents. And, you know, that that doesn't seem like a lot when you think about it in the abstract. But if you are looking for someone's made a hundred thousand dollar gift, they're getting a thirty five thousand dollar rather than a thirty seven thousand dollar tax break. And two thousand dollars is nothing to to laugh at. We don't know what is going to happen. We're all holding our breath to see how this impacts major donors, and I hope that all of you will tell us how this what happens in the next six months. But we imagine it's going to make a difference and add on top of that that there's also a large change in corporate giving floors for for the next year that people are gonna be hitting this getting hit by all sides. So what we really want you to think about is bunching. And the bunching strategy is going to be really important as we think about the next step. Excuse me. In simple terms, bunching means concentrating. Right? And they're gonna people are gonna be concentrating several years worth of charitable giving into a single year to ensure that the donor qualifies for a tax break in a year. And we're seeing more people and more talk about bunching multiple years of giving into one so that they make their total deductions higher than the standard deduction. And that means that people are going to have wavy giving habits. And we're gonna see, hopefully, each of you have the opportunity to talk to someone about giving all more money in one year rather than a multiyear gift. And if you can get to talk to these people, then you're gonna be able to actually focus in on that person giving all of that money to you rather than bunching their gifts for twenty twenty six or twenty twenty seven for a different organization. A lot of people used this strategy in twenty twenty five because they were worried about the the deduction changes, but we're gonna I we all believe that we're gonna see more and more of this. And, you know, we've already seen people talking about how it used to be that ninety percent of the money came from the top ten percent, and now it's ninety percent of the money is coming from the top two percent. Ninety five percent of the money is coming from the top two percent. We're gonna see more and more of that. I wanna make sure that we're all thinking about donor advised funds because they play a large role in this because donors can contribute two to three years of donations to their donor advised funds for immediate tax benefit and then still disperse those funds annually. So it's bunching, but it's bunching all to the donor advised fund and then making gifts from there. And so it's really important to know who has a donor advised fund, but also to talk to people about that. And then think about the AGI ceiling and the maximum amount a donor can deduct from each year because they're gonna be able to roll over some of that going forward. And altogether, that means that people are going to be moving money quickly. And then lastly, the market has been up and down and wild, and we might see more donors deciding to liquidate large blocks of highly appreciated stock or crypto and contribute those to donor advised funds. And even if their gift exceeds the thirty percent AGI limit for appreciated assets, the donor gets that immediate full tax benefit of avoiding capital gains, and the income tax deduction is simply paced out over five years. So we're gonna be seeing a lot more of that. So we're turning insights into action and building workflows. We wanna think about specific workflows. I want to build out this full slide for you to see what Wildlife Conservation Network has done to better their portfolios and better use staff time. So they created cultivation and stewardship tiers that are data driven based off of their propensity to give scores, net worth thresholds, and giving so that people are being able to be cultivated and stewarded and then activated into managed portfolios when it's time. Monthly, they're reviewing people who are bubbling up to the top, and and quarterly, they're moving people out. And, you know, you've got that constant flow. And what they've done is create a ghost portfolio, and we've seen a number of organizations do this, where they have a place to hold people that they wish they could put in portfolio, but they don't have time just yet. So every single week, Windfall's application is saying, hey. This top one percent of people in your port in your score, in your propensity model are not in the portfolio. Make sure they're in your ghost portfolio. Make sure that you're tracking them. And the team has been able to create this data driven structure that has allowed them to really focus in on portfolios. Kylie talked about this quadrant, and I just wanna say it again because Kylie talked about it with wealth. You can also do this with your propensity to give modeling. It's you can create quadrants and overlay PTG scores with current portfolios to rebalance, to think about who's gonna be demoted, how do you talk to those people, creating that ghost portfolio of those unassigned high score people, and really intensifying your non one on one outreach techniques. Next, I want you to think about how many major gift prospects can your team really handle this year. There's a lot going on. You need to be able to see wins, and you need to be able as a team to know who you can focus on and how many people that is. So you need to think about where you need to draw the lines for each group to maximize staff time and ROI. What rules of engagement are you gonna put in place for those that aren't getting assigned? How and can you get that group of people more engaged without spending one on one time with them so that you can make big wins right now while you're building your portfolios? Specific examples, you know, we've got somebody in the getting a top five percent score. This is amazing. If someone is going to travel and anywhere near them, talk to them. Someone's in the top one percent and they've made a bigger gift, reach out to them. They're immediately coming out of that ghost portfolio into a qualification stage in a managed portfolio. But we're also thinking about that cultivation pool. Right? That cultivation pool is feeding the direct pipeline in the future. We don't wanna forget people who aren't in the top one percent right now, but we also don't wanna spend time on them. I previewed this a little bit, but we have we were lucky enough to work with Movement for Black Lives who had their model pay off in a big way. They wanted to just trust the data and run with it, and they'd had a name pop up of a family that they had never been able to get to talk to them in three years. Their model told them, hey. This is the most important priority. You gotta get it done. They found out that via the great wealth transfer, there was a new generation managing the family foundation and the assets. They were introduced to the right person. They got that person to to speak with them, talk to them about the impact that their previous family giving had done, and they transitioned them into an another million dollar gift. And this was it was huge for their organization to to think about that great wealth transfer and building their major gift program not based off of old people. We've got four big key takeaways here. Start now. The timing's not gonna be perfect. Everything's not perfect, but the tax changes mean that you have to start thinking about larger giving. Predictive AI and modeling is going to streamline and focus your efforts. You can be more productive. You need to set realistic goals, identifying that low hanging fruit that Kylie talked about, high score, lower giving, and set goals for return on investment so you can drive accountability and outcomes and measure that. Celebrate the wins, get that buy in, and really focus on the future. Okay. So now I wanna briefly talk about the Windfall app. And the Windfall application, this is a newer tool that helps you improve donor engagement acquisition and retention by allowing you to analyze key personas and conduct market analysis. So what it does, it it enables you to engage with constituents and develop workflows for your strategies. And so I'll show you this here in a second, but you can see one of our newest features that has been rolled out is our AI recommended segments, which can give you a jump start on your segmentation strategy. And, really, why we're here today is to highlight how your teams can leverage the use of data driven strategies using AI with our profiles and dossiers within the Windfall application. So maybe your team is internally building out your own dossiers because your major donor your major gift officer or your executive director wants to get that information to know how to best engage someone in their portfolio. With generative AI, we can generate this with very little effort and automate it for your workflows, saving your team valuable time. So let me go ahead, and I'm going to jump into the Windfall application. And if you have a quick follow-up before we wrap up. Okay. So I am now in the Windfall application, and I am in a demo environment today. But I wanted to jump into discovery, which is where you can go to create segments. As I just showed you, at the very top, you can see AI recommended segments. These are really helpful as you're getting started in the application. They can give you ideas for segments that can be created, and it really takes the heavy lifting off of you. I also wanted to show you an example that we've already created, and this is looking at the unassigned ultra high net worth and high potential constituents. So these are those folks that they are not yet assigned. They are a philanthropic giver, and they were a donor last year. And they have a net worth greater than twenty five million dollars, but their lifetime donation amount is less than or equal to five thousand dollars. So these are a great group of folks to be focusing on, really looking at to add to your major gift officers portfolios. So we'll go in. We'll view those insights. And you can see here, we have three hundred and five people in this specific example that meet those parameters that I just mentioned. And you'll see on this map, this is showing you their primary residence broken out by county. So this can be really helpful if you're planning to travel and meet some of these, constituents. And then from there, you can see this is actually set up on a reoccurring cadence. So you can see in this example, you would be receiving it every Monday at eight AM. From there, we're gonna go ahead and jump into profiles. So this is really a helpful tool once you have narrowed down your list and you want to really dive into those constituents to learn more about them and really figure out how you want to approach them and start cultivating them for that larger gift ask. So you can see you can work off of a list, but I'm just gonna go ahead and look someone up, and we're gonna do we're gonna do, Cynthia today. And you can see here, you can click on the person that you're looking for, and you can go in to view that full profile. So this will give you an overview of all of their information, their donation information, and then, of course, the right hand side has all of the windfall data. So you can see the net worth data as well as the career data for that constituent. And then as a final step, you can go ahead and generate a dossier, and this will give you an overview of everything about this constituent. So this is, again, especially helpful if you're looking at some of those ultra high net worth folks and determining how you want to go about reaching out to them. So you can see we provide a summary about that specific individual, and then we also provide our recommendation for outreach, basically, how we think you should approach this donor. So that, again, is the dossier. You can generate, regenerate this as, you know, time progresses. Of course, as McCurdy mentioned, things are changing. And then you can also share this with other team members. Let's say, an example, you wanted to copy this URL. You could send it to another major gift officer. You could also print this and share this with someone on your board as an example or your leadership team. So that is a quick overview of the Windfall application and ways that you can utilize it for your major gift prospects.