WEBINAR

Why Is Wealth Data Really Hard

Tuesday, January 20th, at 1:00 PM ET / 10:00 AM PT

Are you using gift capacity in your wealth screening? Does it rely too much on real estate? Are you having trouble assigning the right assets to the right individual?

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 webinar, Windfall wealth data and AI experts, Jamison McKay and Olivia Tranfo, will be exploring:

  • Historical approaches to data and why some screenings tend to be inaccurate
  • The 4 V's of data and why it is challenging to maintain accuracy
  • Examples of data sources that are tough to analyze or incorporate into screenings
  • Newer approaches to Wealth Screening and how to supercharge your fundraising efforts
  • How wealth data impacts AI use cases for nonprofits
  • Bonus: Live demonstration of Windfall’s new Nonprofit SaaS and AI application

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

Presenters

Jamison McKay

Jamison McKay

Nonprofit Sales, Windfall

Olivia Tranfo

Olivia Tranfo

Nonprofit Sales, Windfall

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