Customer Roundtable: Leveraging Windfall for Data-Driven Stewardship 

Thursday, March 7th, at 12:00 PM ET / 9:00 AM PT

What are the best practices for stewarding relationships with your donors? And how do you arm your frontline fundraisers with up-to-date and accurate data?

The key to any strong donor-organization relationship is well-timed and effective stewardship communication. Creating workflows that segment donors based on net worth, philanthropic interest, and current liquidity events allows your organization to swiftly identify the correct stewardship strategy for each donor and to gauge donor potential beyond the size of their most recent gift.

Access to unlimited wealth screening and weekly data refreshes enables organizations to identify new donors and make quick decisions about who and how a donor should be acknowledged for their philanthropic support. 

Join Windfall’s subject matter experts, McCurdy Williams and Gabriella Snow, to explore how Windfall customers are leveraging modern wealth, career, and life event data to cultivate donor relationships that lead to continued giving. 

This session will explore:

  • What is data-driven stewardship?
  • Four key stewardship workflows that create stronger donor relationships
  • Best practices for using wealth, career, and life event to steward your donors
  • Bonus: Real-world examples from existing Windfall customers

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



McCurdy Williams

Customer Success Manager, Windfall


Gabriella Snow

Account Executive, Windfall

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