WEBINAR

Windfall & Virtuous: How the Integration Works

Thursday, July 31st, at 1:00 PM ET / 10:00 AM PT

What if you could prioritize your fundraising efforts based on each prospect’s unique profile, including household wealth, life events, demographics, and career changes?

With Windfall’s Virtuous CRM Integration, you can!

In this upcoming webinar, we’ll discuss how our integration with Virtuous makes it easy to leverage automated wealth screenings, career intelligence, and AI for Virtuous constituent records. Come learn how to identify high-potential donors, build reports, and automate workflows within Virtuous based on Windfall's enriched data.

Join Windfall’s VP of Product, John Dao, and Customer Success Manager, Meg Reed, as they provide updates on our integration with Virtuous and discuss how it can enhance your fundraising strategies to help you build stronger, lasting relationships with the right donors and prospects.

This session will explore:

  • An introduction to Windfall’s integration with Virtuous and a live product demonstration
  • Benefits of automating Windfall’s wealth screening and AI within Virtuous CRM
  • Immediate use cases and opportunities
  • Tips and tricks for supercharging your fundraising efforts and optimizing your development workflow
  • Bonus: How Windfall’s new SaaS and AI application makes it easier than ever to connect Virtuous to Windfall and get started

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

Presenters

John Dao

John Dao

VP of Product, Windfall

Meg

Meg Reed

Customer Success Manager, Windfall

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