WEBINAR

Learn from the Experts: How to Use Data From Wealth Screening & Career Intelligence

Thursday, May 22nd, at 1:00 PM ET / 10:00 AM PT

Which constituents were recently promoted? Who recently moved? And who has money in motion?

Knowing which constituents have the most potential is essential for nonprofit fundraisers to focus their energy and efforts. Modern wealth and career data can help you gain a comprehensive view of prospective donors by providing additional context on a household’s wealth composition, philanthropic activities, family dynamics, and each member’s professional journey.

Incorporating wealth, career, and life event data points into your workflows empowers you to quickly prioritize and segment your constituents, maximizing your time and resources.

In this webinar, Windfall’s SVP of Customer Success, Mike Vincent, and Senior Customer Success Manager, McCurdy Williams, will explore popular use cases for specific wealth and career data points.

In this session, you will learn: 

• Best practices for leveraging modern life event, career, and wealth data
• How to tailor messaging and campaigns based on popular use cases
• How to use time-based triggers to inform outreach and stewardship
• Bonus: Real success stories for current Windfall customers

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