Prioritize and Segment Wealth & Career Data Like a Pro
Tuesday, December 16th, at 1:00 PM ET / 10:00 AM PT
How should you prioritize and segment your wealth and career data? What are the best practices for data analysis? And how can you save time with automation, AI, and CRM imports?
Knowing which constituents have the most potential is essential for nonprofits to focus their fundraising efforts. Unfortunately, it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate.
In this session, Windfall’s data-driven fundraising experts, Court Captain and Marissa Maybee, will reveal how nonprofits can prioritize and segment their wealth data like a pro.
In this session, you will learn:
- How to make data-driven decisions
- New ideas for segmenting donors and prospects
- How to use wealth data alongside your CRM
- How to make your segmentation process more efficient with AI
- Bonus: How Windfall’s new Nonprofit SaaS and AI Application makes segmentation easier than ever!
Please fill out the form to save your seat. We hope you and your team will join us.
Presenters
Kylie Todd
Customer Success Manager, Windfall
Matt Stern
Sales Manager, Windfall