Use Cases for Specific Windfall Triggers & Timely Fundraising Activities
Thursday, December 11th, at 1:00 PM ET / 10:00 AM PT
Could your segmentation strategy be missing high-value fundraising opportunities? What if combining wealth attributes, life events, and geography data could boost campaign ROI?
Many nonprofits struggle to make their data actionable, leaving significant funding untapped. To secure major gifts, it’s crucial to connect a donor’s net worth, career changes, recent liquidity events, and other key data points. Without this visibility, outreach becomes generic, slowing your team and leading to missed opportunities.
This webinar introduces a practical framework for cross-attribute segmentation, showing you how to blend wealth, career, and life event data with other time-based attributes to create powerful donor segments. You’ll see real-world examples of attribute mixing, helping you move beyond static lists to discover when and how to reach your top prospects. We’ll show how to use Windfall’s Recommended Segments and Custom Fields to explore live data and uncover pockets of hidden gems.
Join Windfall’s Jamison McKay and Meg Reed for a deep dive into cross-attribute segmentation and timely fundraising strategies. You’ll learn how to leverage Windfall’s triggers to sharpen your targeting and secure more major gifts.
In this session, you will learn:
- How to combine wealth, career, and life event data for better, more timely targeting
- Proven workflows for leveraging specific Windfall triggers and custom fields
- Strategies for mixing attributes like liquidity, net worth, and other Windfall triggers to identify major donor segments
- How to use the Windfall app for live data exploration using Recommended Segments and Custom Fields
Please fill out the form to save your seat. We hope you and your team will join us!
Presenters
Jamison McKay
Account Executive, Windfall
Meg Reed
Customer Success Manager, Windfall