Maximizing Your Bloomerang Integration with Windfall

thank you all for joining us today to learn more about Windfall and how our data integrates with Bloomerang, making your prospecting and prioritization efforts that much easier. We do have a lot of content to jump into, so I'm gonna move us along and get us rolling. And to start with, we do have a bit of housekeeping. So everyone that's registered today will receive a follow-up email with a full Zoom recording. As I mentioned just a moment ago, please feel free to use that q and a feature at the bottom of your Zoom screen at any point. We will save time to go through questions at the end of our webinar. But if something does come up mid presentation that we're able to address in that moment, we'll certainly try to do so. And finally, we're gonna be launching a few polls throughout the session. We'd love for you to participate there as it helps us tailor the conversation to your specific needs. So for those of you who may not be familiar with Windfall, we are a data driven company that is based in San Francisco, and our mission has been since that we were founded in twenty sixteen to help nonprofit organizations more effectively engage with their constituents and donors. And we do this by providing accurate and best in class data and propensity modeling. We got our start by being focused specifically on identifying and understanding affluent households, which we define affluent as a household having a net worth of one million dollars or more, and really being able to take into account both assets and liabilities when returning net worth figures to our customers. We build, continuously update, and own our own proprietary dataset, and this database includes coverage of over twenty million affluent households in the US and over a hundred trillion dollars in total wealth. We have the privilege of working with over fifteen hundred customers as well. And just to give you some context on who you're hearing from today, my name is Meg. I'm a customer success manager at Windfall working directly with our customers, helping them leverage their data. Part of my time at Windfall, I spent over seven years working in the nonprofit world in both fundraising and programmatic roles. And now, with that introduction, gonna hand it over to Patrick to introduce himself before we continue. Yeah. Hi. My name is Patrick Storbner. I'm engineering manager here at Windfall. And, yeah, I've kind of been in the the SaaS space for a little over ten years now. Great. Thanks, Patrick. So to outline our agenda today, I mentioned we're gonna be doing a very brief Windfall overview and then jumping into our Bloomerang integration to share how your team can truly be maximizing well screening by leveraging this data into your workflows. We'll share some insights into the Windfall application as well. And at the end, we'll have some time to answer those audience questions. To give a bit more detail into what we are and are not going to be covering today, this webinar will highlight how the Windfall platform can really supercharge your fundraising workflows and how we really work in tandem with our bidirectional integration with Bloomerang to help you set up those workflows and enable consistent and frequent wealth screening. We won't be covering detailed information about Windfall's dataset and how we approach wealth. We do have some other foundational webinars that get into that at a deeper level, so we encourage you to check those out in the future. We won't be covering our data science modeling approach or pricing specific to your organization. Those are topics we'd be happy to discuss after our call, so please follow-up with us, and we'll reach out directly. So we're actually gonna start out getting to know the group just a little bit so we can really tailor some of our conversation based on where everyone is at. We are gonna do that by launching our first poll. So you should see a pop up window in just a moment prompting you to answer the following question. How often do you screen your full database? We have options every two to three years, annually, quarterly, monthly, weekly or more, never. I see some answers coming in. We'll keep it open for another ten seconds or so. Okay. Thank you for sharing. If you haven't shared yet, feel free to click in that answer in the next couple seconds. I'm gonna end the poll and share those results. But it looks like a pretty even split across annually, monthly, or weekly, or other. So considering that, it seems like everyone's coming into this space screening at different times, and there may be different reasons for that. So happy to discuss, your specific workflows in a call after our webinar today, but we're gonna discuss how frequent screening can really benefit your team as well as make it even easier with our integration. Alright. So as we continue on, we're gonna briefly talk about because there are, you know, potentially a fair number of folks on the call today that may not be familiar with us. So here at, our mission is to change the way that organizations understand and engage their donors and prospects. And we are, at our core, a data company, and since our founding in twenty sixteen, have been hyper focused on providing high quality data to our nonprofit customers. And since then, we've also had a hyper focus on those affluent households in the US. We're trusted by more than fifteen hundred organizations today. Some of our notable customers are featured here. We work with organizations in health care, general nonprofits, higher ed, no matter the size of your organization, no matter your CRM, no matter your level of technical sophistication, there's definitely a way that you can make use of Windfall's data and solution suite. Even if today's presentation is specifically focused on our Bloomerang integration, it is a solution for all. There are countless ways that our customers can utilize our data. I wanna highlight three main principles here. The first is to identify the highest value donors in your CRM. So if you start to think about what you're able to do when we provide back that precise net worth for all of your records that we match from your database to our people graph, you can really quickly start to stack rank your database and focus on those folks who have the capacity to make a truly transformational gift to your organization. Whether that's a major or principal level gifts, you get to really understand who in your donor database has the highest potential. The next way that customers utilize our data is for enhanced segmentation and understanding, and we call this approach finding your hidden gems. Right? Digging in, slicing and dicing your data to uncover who really is another potential quick win. And this is where our customers do have a lot of quick wins and exciting wins with the data. By layering in your first party data and Windfall's data, you can uncover insights into opportunities that you may not have had on your radar. Look at net worth in conjunction with how existing donors are behaving. Identify those opportunities to uplevel folks. Maybe find donors you've never had in a designated portfolio or even had with. We call those hidden gems because they're already engaged with your organization. They already believe in your mission and are giving. It's just about changing the way that you're soliciting them and changing the conversation that can really yield some tremendous results. And the last top use case for our data is around engagement. Our customers utilize the data by going beyond the net worth figure. Yes. It's where we got our start, but today, we provide upwards of fifty data points back to our customers with our premier package. And a lot of those data points can be time specific. They can share more about life events or about philanthropic inclination of a household, and you can start to pair those with net worth or with other pieces of information that you have to create very targeted and segmented outreach lists and also to tailor your messaging to better resonate with folks. The foundation of our platform here is data driven development, and that starts with wealth screening. Whether you're sending us data via CSV or using a direct CRM integration like Bloomerang, we are matching your constituents against our propriet proprietary database. So when we find a match, we enrich that record with precise data. This includes things like net worth figures and triggers I mentioned earlier, but also our career intelligence and even newer insights, like if a household has a DAF affiliation or crypto interests, really dependent on your specific subscription. And while screening is the starting point, our customers can also leverage our existing data science team and infrastructure to build custom propensity models that are going to leverage your first party data along with machine learning and AI to really help answer the question, not just who's affluent and maybe broadly philanthropic, but who's very likely amongst your constituents to make a very specific gift in a specific time frame to your organization. And for organizations managing multiple databases, we offer our data link solution. This is really designed to help you understand how constituents are engaging across your entire ecosystem. So it really helps you either deduplicate records and start to connect the dots, really giving you that three hundred and sixty degree view of your donors. And this ensures that your team isn't just working on fragmented information, but is really working from a single system of truth. And finally, one of the most important offers is our pricing model. We don't just charge based on the number of records you screen. We don't use a credit system. We provide unlimited screens and syncs for all of our products. So with an integration, you can truly be getting the freshest results directly into your CRM. And we want you to screen frequently. So as new donors come in, you have the tools to understand them immediately and be able to screen them on an ongoing basis. The reality is that even today, many organizations aren't truly data driven. It sounds surprising, but there is a reason for it. While we're here because we wanna start to leverage data, most of us are still dealing with information that lives in disparate systems. And often that data isn't clear, clean, or as connected as it needs to be to actually be useful. Even if your data is unified, it can be incredibly difficult to extract actual insights. I'm sure many of you are probably feeling limited by the standard reporting of your CRM, and it isn't always easy to just build the specific lists or segments you need to help answer your team's most pressing questions. And, really, because of those technical barriers, a lot of high stakes decisions, like how to segment or how to prioritize donors, still end up being based on how we've always done it. We rely on maybe gut feelings or anecdotes rather than hard evidence. So, really, our goal today is to help you understand how to move away from those best guesses and really start to make data driven decisions. So we couple your internal first party data, like maybe how often someone, donates or attends an event or maybe how long they've been a subscriber with career intelligence, this really gives you a complete picture so you know their financial capacity, their professional background, you know, most importantly, whether they're already being managed a portfolio or not. So how does this kind of change your daily workflow? It really means you can start to create highly sophisticated segments and minutes. An example, maybe you have two new spots open for a major gift portfolio, so you don't have to guess who to move in. You can start to instantly identify the best candidates. And here, you know, Windfall is designed to be optimized and connect directly to your CRM to make these finds, to make these discoveries even easier. So we're looking at different types of first party data to then allow us to augment with wealth screening or career intelligence, allow you to assign those high propensity or high potential individuals to your portfolios to further segment, to identify those hidden gems, and then, you know, apply to any other initiatives or campaigns that you have. And that becomes even easier when you use a CRM integration with Bloomerang. And then just to wrap up our platform overview, I just wanted to talk through the kind of different levels of screening packages we do offer here at Windfall. So we designed these to really meet your organization at different stages of their data journey. So our standard wealth screening package provides over twenty five distinct triggers, and these focus on core indicators of a household's financial health, like net worth, liquidity markers, recent life events, and then their general philanthropic history. For those who need a little bit of a deeper look into a donor's professional life, we offer our premier package, and this includes everything in standard screening, but ads are robust firmographic data. So you'll see things like current employment, job titles, LinkedIn URLs, and this tier also includes some of our newest data points, like whether a household is affiliated with a DAF or has an interest in emerging areas like crypto. And then finally, for organizations that want the full suite, we have our Windfall application premier package. And this includes all the data points in the previous two levels that we've discussed as well as these AI generated dossiers and profiles that you have access to. And so if this is something your team is spending time building, this premier package, this application, can really help save a lot of time for your team because these are automatically generated one to two page summaries for a specific constituent. So really incredibly and useful for gift officers to get that quick download right before either a prospect or donor meeting or before a big event when your team needs to, have access to this information on specific donors. Some of the specific attributes we provide back to organizations are listed here. I mentioned that some of them have to do with net worth and philanthropic inclination of a household, and some of them are more time based. And so if you just, subscribe to our windfall screening our Wellspring Premier offer, you'll receive those red bulleted data points as well as the career data points we have on the next slide. And, again, these provide a more firmographic look at someone who can be paired with that can be paired with our wealth screening triggers or used on their own to segment and start to really understand your constituents. Maybe someone's recently been promoted, and we want to reach out and congratulate them for that, Or maybe someone's actually at a company that we've been trying to have a sponsorship or more corporate support discussions with. Maybe we can use reaching out to that person as a way to help us move that company level conversation along. So we've talked a lot about what Windfall offers our customers with our subscriptions and various offers in our product suite, but we're gonna now jump into the Bloomerang version, flavor of our presentation. And before we do, we just wanna get a sense of how many folks are actually currently using Bloomerang or if you're at a different part of your journey here and, this with the CRM. So I'm gonna go ahead and launch our second poll. It should be pretty quick just because it's a question that you should probably have the answer to. Let's see. Oops. I'm not sure why I'm not able to launch this. That's alright. Oh, I see. My bad. Little user error there. We were still sharing the other poll results. Alright. So I've got the poll launched. We'll leave it open for just a few seconds. Alright. That's full participation. And, yes, one hundred percent of our participants are using Bloomerang, so I won't share those results. But that's great. That means you all are already integrated with the CRM that integrates directly with Windfall. So before I hand it off to my colleague, Patrick, the last area I'm gonna leave you with is this. And especially for folks that may be on the cusp of migrating to CRMs, I know we just confirmed that everyone is on currently on Bloomerang, but at different points in organization's experience, you may be considering other CRMs, or maybe you just went through a migration. And so there are other ways that you can use Windfall to support with these various stages of where you're at. And so if you ever are contemplating a new CRM, Windfall can help with that transition as you're getting ready to move because it's important to think about how you're going to strategically ensure that you're bringing over clean data, that you're not just bringing over all of the nonoptimized business practices and legacies into the new system. And so we wanna start with that clean data. And we want to start on a good foot. So Windfall can actually help you with that by utilizing the Windfall ID, which is a household level ID that we provide back to you for every record that we have matched to. You can actually start to use that to look for dupes of individual records within your database, but also for household relationships. And this is a use case whether you're migrating CRMs or not. During the migration, we know it's really easy to get wrapped up in the IT nuts and bolts and kind of lose sight of the fact that even if you're migrating to a new CRM, you still have fundraising goals. You're still trying to raise money for your cause. So having this data at your fingertips, not necessarily locked into your CRM, can help you during that migration time, making sure you're staying on top of the highest valued folks in your database, making sure you're still able to surface hidden gems, and keep a lookout for sensitive life or wealth events that may lead you to want to reach out to someone. And so with most people being already migrated to Bloomerang, after you have everything set up in your new system, you wanna hit the ground running, being able to have a setup, sync cadence, and something that's on and running and isn't manual work. You can start to build workflows on top of is really important. And so I'm assuming a lot of folks are probably here in this phase, really ready to start to incorporate workflows into their CRM utilizing third party data. And so with that, I'm gonna actually pass the mic over to Patrick to help us dive deeper into the Windfall Bloomerang integration itself. Alright. Thank you. Yeah. So, I continue with our with all BlueMrang integration. Alright. So, before jumping in, most of you are familiar with BlueMrang. We saw full results. Everyone was is using it. But just to kinda summarize, it's a very easy to use CRM that helps facilitate fundraising efforts, capturing your constituents' data, capturing your donations, and volunteer engagement. As we are spending time talking with our customers, we noticed a good portion of them were already on Bloomerang. So to continually reinforce our commitment to innovation, we wanted to build out the integration. We've had this integration for a couple years now, and our customers have been really happy with it. So building on what Meg shared earlier, for for us, this is really about democratizing access and workflows and helping facilitate data driven fundraising activities. Let me talk a little bit how it works behind the scenes. Once you have, an application account, and I'll set up through that in a second in the demo, Windfall syncs with your Bloomerang instance. We capture the constituent and donor data from your database. From there, we run matching based on the PII data available, things like name, address, email, and phone. We resolve those records against our PeopleGraph to see how many matches we get. Then based on the matches and the data dictionary that you have, whether it's wealth screening or, like Meg mentioned, that premier package that includes career intelligence, we'll then enrich that data natively within within Boomerang. You can then access it, drive reporting, and run various outreach workflows. All this happens on a recurring cadence depending on what meets your needs. A little more about the integration itself. It's very easy to set up. Once you log into the once you log in to the application, you provide your credentials to your Boomerang account, and we use OAuth authentication so everything is is provisioned securely. From an automation standpoint, we read from and automatically write back into your Bloomerang instance on a recurring cadence, defined by you and the application monthly or weekly. And lastly, we'll coordinate with you to build out custom fields on the constituent record, what what whatever you'd like to enrich, what wealth signals, life events, career data. We can write all of that back into your CRM. Alright. So let's, let's do a quick dive into the setup. So once you have an account that's, provisioned by our team, the first step is making sure everybody within your organization has access. You can invite them by providing their email and their contact information. It's super easy to add them to our application. Next step is providing you credentials for Bloomerang. As I mentioned, this is authenticated through through OAuth. So you just need to provide your username and password, and that's it. And then we store the, the key securely locally. So then what does it look like within Boomerang? Here, we're showing a constituent record. Within the record, we're showcasing the enriched data we've found based on the match. You'll see network data. You'll also see whether they own certain types of assets, a plane or a boat, the last time we calculated net worth, and any life events that occurred occurred within that household. Alright. So let's dive into a a live demo, which is always the most exciting of a a presentation like this. Give me a second to switch gears. Okay. So you now should be seeing the Windfall application. This is our connections section of the of the app, and what you see at the top are KPIs. Based on the records we've synced, you can see what type of matches we're seeing, how many individuals we're matching from your database, and the total number we're syncing on our recurring genes. Based on that data we sync from your Boomerang instance, we can quickly create custom fields. These are based on your donation data and make it easy to create segments. For example, lifetime donation, largest gift an individual has provided, or whether they're an active donor or have lapsed, whether they've been assigned to a major gift officer or a brand new donor that's hit certain thresholds, but haven't been assigned to a portfolio, and whether they've donated in the last year. And I'll show you how to use all of those custom fields in our segmentation demo. So here's our discovery tab, and every account you provision is set up to help you get started. What you see is our segment recommender based on the data we've captured from Bloomerang. This is a quick way to showcase how to get started. We look at what data we look at what data we have access to, donation data, engagement data, and give you recommendations on what to potentially segment on. So if you wanna see high worth donors who have recently retired, you can get started right here. The recommender shows the logic we're using to build the segment, and once you have it built, you can layer on other things you're capturing in Bloomerang to personalize it further. In our so let me show you what segmentation looks like when you're actually in the builder creating a new segment. So in our demo account, you can see the GIF data we're pulling from Bloomerang along with the new field custom fields we have created, but you also can see that all of the elements from our from Windfall's data dictionary wealth as well as, like, ownership of of assets and some job stuff as well. So let's say I'm a prospect researcher trying to help one of my major gift officers. I'm gonna start with network. And let's say we're looking for constituents that have two million network. And let's say we also are interested in constituents with a job title that includes VP oops. Job level is actually what I want. Sorry. Job level. Let's say we want job level of VP, c level, and director. Now let's say we're also interested in looking for constituents that are philanthropic givers according to our people graph. And then let's say we're also looking for people within our own database that are active donors. We'll quickly so then we'll go to the next step. Gives us the option to suppress our segment based on, people that are already donors or not. And then this page will will quickly kind of give you a summary of what this segment is gonna be, the the specifics of it, and then it'll also spend a little bit of time, calculating the size of the segment based on the data that we have in within what with all. So for time savings, I already created this yesterday. So this is the same segment within this demo data, executive donors with net worth greater than two million plus. So we can click into this segment. And these are some additional insights we provide based on our integration. How large the group is, total wealth represented in this segment, and where they're located at a county level. This is helpful when you're looking at your portfolio or planning trips, whether for a conference or a visit, into a particular geography, plus a breakdown of net worth, average and median, and the most common triggers that represent wealth. Often, they're multi property owners, small business owners, or have a mortgage. From here, you can say, I wanna better understand who they are. So let me export it. So this is a window that lets us set up an export of this segment and send it off to an SFTP server or also download a CSV as well. So here, we pick an enrichment profile, and this lets us really kinda hone in on which attributes we wanna write back. This is all of our attributes that we have. We also have, you know, a different enrichment here called the frontline fundraiser call list. But since I'm, you know, trying to help out a major gift officer, I'm gonna use this this profile. Then you can pick a folder within the within your SFTP server and then a naming convention. And here's where we can really create a workflow. So we can say that I want this to be enriched back and have an enriched file, say, every week, Monday at eleven thirty two AM. And now this is scheduled, and it'll run every Monday and be available for the for the major gift officers. Okay. So let me jump back into the webinar. Okay. Great. So, hopefully, everyone's wheels are kind of spinning in terms of getting some ideas from that demonstration. And whether you're building these out within the Windfall application or natively within your Bloomerang CRM, we wanna talk through some specific use cases that might you might benefit from with that integration of the data into your Bloomerang account. So with that, we're gonna talk to talk through how this can always, kind of lead to smarter fundraising workflows, whether you develop them within the application or your Bloomerang. So imagine we're living in a world where we're regularly syncing and reading data from your Bloomerang, pushing data back, but then you also have access to all of those segmentation tools that you saw inside the Windfall application. So I think the first place that a lot of our customers want to really take advantage of is with this always on intelligence is when they're thinking about those new donors or even new prospects that are coming into the fold. So maybe you've had an event, and you just got all of these registrants in the list, and you upload those to your CRM. You wanna understand who did we meet at that event? How do we start to segment them in terms of whether or not they're a major gift prospect if they're a great annual fund prospect, how do we know anything about them? Right? And so really developing that new donor intelligence is a workflow that you can develop with this integrated system and unlimited screening model that will allow you to truly understand those newly acquired donors and prospects and take action accordingly based on the data. Also on the donor stewardship front, a lot of organizations that I work with primarily run donor stewardship workflows based on the size of the gift that someone is making. So if someone is making a thousand dollar gift, they may get outreach from the executive director. If they make a five hundred dollar gift, maybe they get outreach from a gift officer. And if it's anything lower, maybe it's just that general thank you email. When you're able to utilize net worth and all of these other data points of information, as you're looking to steward donors, you can really tailor your thank you and outreach messages and channels based on their potential and not just the gift that they're currently making. We know that a lot of major donors start out making smaller trial gifts with an organization, and so having this net worth data at your fingertips allows your team from the get go to understand that we may wanna put this person in a more high touch outreach pathway. We wanna send them some of our premium annual report direct mail material, for example. The state is also really powerful for being able to set alerts to allow you to keep or to key in, excuse me, on those liquidity events or other time based triggers that we provide. So things like has a household experienced that liquidity event, could now be a good time to reach out for a gift ask. That's something that is time based. And if you wanna make sure that you're able to see when your constituents come back with those flags and also act on them in the short term, you can develop that workflow with a report in Bloomerang or with a segment within our application. And then we also talked about the possibilities with the career data. So there's a lot of changes that take place on the career front for folks, whether it's people getting promotions, changing companies, or retiring. And you can utilize those time based flags to tailor messaging, but also to understand when it might be good to target folks for volunteer opportunities or board membership, for those that have retired or, you know, maybe an additional gift desk or asking to profile someone in your donor magazine or newsletter for any recently promoted individuals. There's so much that you can do with career data on its own and in tandem with wealth intelligence data and then layering in all of that first party data that your organization has on your constituents and donors. And so a couple more ways to really start to think about leveraging Windfall's data inside Bloomerang is starting off with sourcing for hidden gems. I mentioned this use case earlier in the webinar, but this is truly a great avenue to get quick wins when you're working with Windfall. It's really easy to start to create a report that looks at your existing donors, looks at even the cumulative amount they've given to you or, you know, cumulative year to date, how much they've given you compared to their net worth. You can start to do that gap analysis and figure out the donors that you have that may be giving well below their capacity. Some of them may already be assigned to portfolios, or some maybe you haven't even had conversations with yet. They're really untapped existing and active donors that you can start to pursue in that short term. There's also the ability to start to create these workflows. We gave a lot of examples on the last slide of different time based triggers that we could pay attention to and how they may change and how, when we wanna reach out to someone or who on our team we actually want to do that, what we want the modality to be. So you can sort of put all of these things together to create more automated workflows. Maybe every week when your executive director sits down on Monday, they already understand all of the new donors from the last week who may have given under five hundred dollars but are worth more than five million. Maybe those are folks that they're going to personally reach out to, to introduce to your organization and start to have conversations with. This can really start to tie all of this together to make your fundraising decisions and day to day work less manual and more automated. And the last area is prioritizing with AI. So we talked about our propensity model scores. So those can really help you build portfolios or specific reports to understand not just who has the most affluence or may have experienced some of those life and career triggers, but who's actually most likely to make a specific type of gift to your organization? So you can use that as you're trying to decide what prospects to prioritize when you only have five new slots to fill in a portfolio. What folks do you wanna review or discuss in your next meeting? It could be really powerful to utilize these scores in that case. And lastly, I wanna highlight a customer that actually had some success with incorporating this workflow into their their day to day. This is the High Fives Foundation. They are a windfall customer that had a great win utilizing that hidden gems approach that we just mentioned. Specifically, they had a donor who was giving them at not an insignificant level every year. They were considered a major donor, and they were someone that they understood to be affluent. But after they did their first wealth screening with Windfall, they looked back at the net worth that came back for that constituent. They realized, oh my goodness. That is a lot more affluent than they had originally thought. And so having this data really armed their team to then reach out and open up a different type of conversation. They crafted a personalized opportunity via a programmatic sponsorship. And in a very short amount of time, they were able to get this donor to commit to sponsoring the entire program because that aligned with his interests, and that resulted in him forexing his annual contribution to their organization. And this is just an example of a small team making a data informed decision and acting quickly to secure that transformational gift. And so to wrap us up, I'm gonna hand it back to Patrick to talk us through the next last few slides. Yeah. Thanks, Meg. It's really exciting to see that win. So to put this all in perspective, you know, Meg talked about all the various workflows that can get unlocked by WinFall data, and we walked through a few examples. Now I wanna show you that not only does the data show up on the record once we have the integration, you can also build out reports inside Bloomerang. Here's an example, where we're looking at various types of constituents. We're setting screening criteria around a certain network and including certain levels of triggers. This report can be saved, and because of our continual cadence of capturing and enriching, your team will be able to access and see this information on a recurring basis. You can schedule it and have it sent to your team. It's a lightweight way to get good insights into the changes in your portfolio and a great way to identify who should be stewarding. Couple of common reports that can help as part of this process. The first is around prospective donors and constituents, everybody in your database who hasn't donated previously. After well screening, you can, sort and prioritize by networks. Another way to make this more personalized is filtering for anyone who's a philanthropic giver, kinda like what we did in the demo, and looking at the NTE codes, of where they've already donated to previous causes. That helps drive more affinity with your organization, matching your mission to individuals, to personalize that outreach and drive towards stewardship and connection. The second is your major donors, of that portfolio. As Meg mentioned, things change in today's market. Wealth is being created and eroded at an unprecedented unprecedented cadence. With Windfall's data captured weekly, you'll see all those changes via the integration in BlueMrank. A couple of suggestions. Look at top political donors. If they're public officers on boards of public companies, when they make insider transactions, like selling stock, for example, we'll capture it through our SEC money in motion trigger. That plus the windfall trigger indicates they're liquid, and it might be a great time to reach out, talk about your organization, reinforce that mission, and steward through a potentially larger dip. The last one is what Meg was just mentioning. On a weekly or monthly cadence, you'll have new donors contributing to your organization. This is a great way to identify individuals who may be testing, trying to understand more about your organization. As that gift comes in, because of our recurring cadence, we'll identify these new donors, match them to the Windfall people graph, and enrich back a snapshot of their wealth along with anything related to where they are in their life journey. It's a great way to tailor that initial stewarding message to drive towards getting their full potential for your organization. And lastly, we'll wrap with this. For those interested in understanding more about Windfall data, we offer a free wealth analytics report. You can head over to analytics dot windfall dot com, select your CRM of choice, which, for all of you, would be Bloomerang, and provide your credentials. We'll take a look at your data, enrich it, and provide insights based on the matches to our people graph. You'll get a report on the on the right hand side showcasing what we fall might look like for you based on the constituents in your database, how much wealth it represents globally, where that wealth sits across the various wealth buckets, and based on giving data, what your penetration looks like. For example, in this sample report, the ten to twenty million net worth group is only at thirty percent. That's a good amount of opportunity and headroom. It's a cohort to assign to a team member as a new annual goal to drive towards stewardship. It's free. It takes about ten minutes, and you'll see your own data.