WEBINAR

New From Windfall: Turning Market and Wealth Insights into Actionable Views

Wednesday, October 28th, at 1:00 PM ET / 10:00 AM PT

How do you know when your best donor segments shift? And how fast can your team act on it?

Most teams get their wealth insights as a snapshot: a one-time screening, a static list, a report that's accurate the day it's built and drifting by the end of the fiscal year. That works for a campaign, but not for understanding your constituency. Without an ongoing view of your segments, you can't tell whether your mid-level pipeline is growing or thinning, which potential donors deserve new attention, or where your gift officers should focus this quarter versus last.

In this session, Windfall's VP Marketing Kathleen Atkins and VP Product John Dao will walk through new, purpose-built dashboards that let you monitor your constituent segments over time, catch shifts in high-capacity household composition as they happen, and turn what you see into prioritized outreach.

This session will explore:

• How specialized dashboards turn wealth and constituent data into a view you can act on
• How to monitor segment size, composition, and movement across your database over time
• How to spot shifts in high net worth households early, and what to do when you see one
• How to prioritize outreach by use case, from annual fund to major gifts, so insights land as next steps rather than charts
• Bonus: A live walkthrough of vertical dashboards in action

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