Customer Roundtable: Successful Implementation of a Data-Driven Fundraising Shop

To run successful fundraising programs, accurate and up-to-date constituent insights are a necessity for independent schools. However, using all of the data and implementing it into your workflows can be a daunting task. 

Join a panel of data-forward development leaders from the Independent School sector as they discuss their strategies for building a data-driven fundraising shop. Host Kacie Little, Customer Success Manager at Windfall, will lead a roundtable-style session featuring McCurdy Miller from Dexter Southfield, Colin Donovan Wyatt from Santa Barbara Middle School, and more!

In this discussion, we discuss topics including:

  • How to use data effectively and continuously to capitalize on opportunities
  • How to build a prospecting system that is used widely by your organization
  • Data-driven cultivation strategies for parents and alumni


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Kacie Little

Customer Success, Windfall

Watch the session