WEBINAR

Why Wealth Data is Really Hard…Even with AI

Thursday, November 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 finding issues with 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’s Account Executive, Jamison McKay, and Senior Customer Success Manager, McCurdy Williams, will be exploring:

This session will explore:

  • 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

McCurdy copy

McCurdy Williams

Senior Customer Success Manager, Windfall

Jamison-1

Jamison McKay

Account Executive, Windfall

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