Prioritize and Segment Wealth & Career Data Like a Pro
Tuesday, January 6th, 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, Kylie Todd and Britney Duffy, will reveal how nonprofits can prioritize and segment their wealth data like a pro.
This session will explore:
- 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
Nonprofit Customer Success, Windfall
Britney Duffy
Solutions Engineer, Windfall