ON-DEMAND WEBINAR

Developing a Data-Driven Grateful Patient Program with AI

What does a data-driven grateful patient program look like in practice? Which pieces have to be in place before AI helps? And how do you surface future major donors instead of the ones you already know?

Most healthcare organizations believe they have a data-driven fundraising strategy. But in reality, many are still operating with fragmented systems, outdated wealth screens, and generic models—reacting to past behavior instead of identifying future major donors.

Windfall's Olivia Tranfo and Kathleen Atkins share what it takes to build a data-driven grateful patient program, from the data foundation to the AI models that surface future major donors, and what it will take to compete in the next era of healthcare philanthropy.

This session explores:

• Why traditional grateful patient strategies are breaking down—and what’s replacing them
• The stages of AI & data maturity (and how to quickly assess where you stand)
• How leading systems are shifting from reactive screening to proactive pipeline creation
• The role of wealth data, career intelligence, and predictive AI in identifying future major donors—not just known ones
• Why bespoke AI models are outperforming legacy propensity scores—and what that means for your strategy
• Bonus: How Windfall is lowering the barrier to AI adoption for fundraising teams