WEBINAR

Wealth Data and AI in 2027: What You Need to Know

Thursday, November 19th, at 1:00 PM ET / 10:00 AM PT

Is your wealth screening accurate, or just directionally helpful? What are you missing by over-indexing on real estate as a proxy for wealth? And how confident are you in the data powering your AI models?

Identifying high-capacity constituents is foundational to any successful fundraising strategy—but getting wealth data right is far more complex than it appears. Fragmented records, ambiguous asset ownership, and over-reliance on incomplete data sources often lead to inaccurate profiles and missed opportunities.

As nonprofits look to incorporate AI into prospecting and cultivation workflows, the stakes are even higher. AI doesn't fix bad data, it amplifies it. Without a strong data foundation, even the most advanced models can quietly point your team toward the wrong prospects.

In this webinar, Windfall's Customer Solutions Engineer Meg Reed and Nonprofit AE Court Captain will discuss why wealth data is inherently difficult and what leading nonprofits are doing to improve accuracy and drive better outcomes.

In this session, we’ll explore:

• Why traditional wealth screening approaches often fall short, and where they break down
• The 4 V’s of data (volume, velocity, variety, veracity) and their impact on accuracy
• The difference between good data and bad data, and how it shapes AI-driven fundraising outcomes
• Common data challenges, including asset attribution and over-reliance on real estate signals
• How to evolve legacy screening workflows into modern data- and AI-driven decisioning systems
• How wealth data quality directly impacts AI-driven fundraising use cases
• Bonus: Live demonstration of Windfall’s Nonprofit SaaS and AI application

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