Prioritize & Segment Your Wealth Data Like a Pro
Wednesday, June 18th, at 12:00 PM ET / 9:00 AM PT
How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports?
Knowing which constituents have the most potential is essential for nonprofits to focus their fundraising efforts. Unfortunately, it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate.
In this session, Windfall’s data-driven fundraising experts, Kyle Curry and Meg Reed, will reveal how nonprofits can prioritize and segment their wealth data like a pro.
This session will explore:
- How to make data-driven decisions
New ideas for segmenting donors and prospects - How to use wealth data alongside your CRM
- How to make your segmentation process more efficient
- Bonus: How Windfall’s new Nonprofit SaaS and AI Application makes segmentation easier than ever!
Please fill out the form to save your seat. We hope you and your team will join us.
Presenters
Kyle Curry
Nonprofit General Manager, Windfall
Meg Reed
Customer Success Manager, Windfall