WEBINAR

Wednesday, May 27th, at 1:00 PM ET / 10:00 AM PT

Is your team already planning for your upcoming fiscal year? Do you know which budget lines will drive the most growth in the next fiscal year and how wealth data fits into your strategy? Are you ready to make the case internally for the tools and insights your team needs to hit your next fiscal year’s goals?

For organizations with a July 1 fiscal year start, including academic institutions and arts & culture organizations, the window to finalize budget priorities is closing fast. Too many teams enter the new fiscal year without a clear data strategy, relying on outdated segmentation, under-resourced enrichment workflows, and tools that weren't built to identify and prioritize high-capacity prospects. Without the right data infrastructure in place from day one, organizations leave fundraising growth on the table before the fiscal year even begins.

With the right wealth and AI-powered insights built into your plan, your team can hit the ground running—identifying high-capacity donors, customers, and prospects faster, personalizing outreach at scale, and measuring ROI in ways that justify continued investment.

Join Windfall's upcoming webinar with wealth data and planning experts, Kyle Curry and Court Captain, for a timely session on how to build wealth data and AI-powered insights into your upcoming fiscal year budget—and what Windfall's platform unlocks for teams ready to grow.

This session will explore:

• How to build a business case for wealth data and AI in your July 1 budget.
• How to think about which investments to prioritize now for biggest impact, and what can wait.
• Real-world examples of how current Windfall customers are driving measurable outcomes across annual giving, major gifts, and retention.
• Bonus: A live product overview—see exactly how Windfall works and what it can unlock for your team

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