WEBINAR

The Summer Donor Audit: Cleaning Up Data before Fall Campaign Prep

Tuesday, July 21st, at 1:00 PM ET / 10:00 AM PT

Is your donor data ready for fall campaign season? How do you know which records to fix and which prospects to prioritize? And how can you make your team's summer prep faster and smarter before the busy season hits?

Fall is one of the most important fundraising windows of the year, and the organizations that perform best don't wait until September to get ready. But auditing your database, resolving duplicate records, and identifying your strongest prospects can feel overwhelming without a clear process or framework.

In this session, Windfall's Matt Kitzman and Angelica Reyfer will share practical strategies for conducting a summer donor audit so your team enters fall with clean data, a prioritized list, and a clear plan.

This session will explore:

• How disparate data impacts prospecting and VIP engagement efforts
• Best practices for deduplicating records and linking households across your database
• New ideas for segmenting donors and prospects
• How to use wealth data to surface high-potential prospects before fall appeals go out
• Using the Windfall ID to understand the existing households and family members in your database
• Bonus: How to use AI to make your segmentation and cleanup process faster than ever

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