Grateful patient programs are only as good as the data that they're based on. Windfall works with more than 700 nonprofits across the country. Based on our work with customers, we have created a maturity curve and a five-step program that helps to supercharge your grateful patient prospecting and donations.

In this session, we will cover:

- Best practices for data-driven grateful patient programs

- Key workflows for grateful patient programs

- What data you need to achieve success

- How to best utilize machine learning and AI

As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts.

This webinar is worth (1) CFRE point. 

Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

Get the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

Fallon Morris and Ashley Mick, Prospect Development Analysts, outline the critical support LSU’s Prospect Development team has provided to drive strategic structural shifts in the University’s development enterprise. We will frame this conversation around Development’s transition to a cohort fundraising model that necessitated the swift rebuilding of 30 gift officer portfolios. We will outline the process we followed to build the portfolios and the challenges we encountered and overcame to meet our ambitious goals.

This webinar is worth (1) CFRE point.

The Advancement teams at Wisconsin Foundation & Alumni Association have been working together on a coordinated effort to collect and utilize interest information with an eye toward improving prospect identification, increasing participation rates and enhancing constituent engagement opportunities. This session will discuss the journey leading up to the formation of a cross-functional Interest Tagging Workgroup, projects undertaken to collect interests and plans for on-going data collection, along with outcomes and results. 

This webinar is worth (1) CFRE point.

After successfully completing a $1 billion campaign in 2015, SMU has been prepping to launch its third campaign. Sarah Daly is heading a newly-restructured Prospect Development shop. Paula Voyles is heading a newly-configured team charged with raising support for SMU's eight academic schools, athletics, student affairs, libraries, and other academic initiatives. These leaders have partnered to face daunting challenges during this silent phase of a bigger-and-better campaign. Come hear our strategies and lessons learned about change management, establishing and refining guidelines and processes, building collaboration between teams, and keeping our sense of humor along the way.

This webinar is worth (1) CFRE point.

The Office of Advancement at Illinois Wesleyan University had been through key staff changes, a fast-paced CRM conversion, and had not done a comprehensive wealth screening in several years. With these hurdles in mind, we were also tasked with preparing for a campaign. In a small shop with limited resources, we found it necessary to find ways to combine the wealth screening data with internal data to present segmentations that not only considered the data we collected from the wealth screening but also the knowledge we had gathered from prospects. Our process needed to be data-driven but also have the capacity to be donor-centric.

We had several intertwined objectives and though they were at times challenging to manage, we feel enhanced the outcome.  Our three main objectives after completing the screening were:
1. Segment the data to allow for an in-house verification plan of major gift assignments and to identify and a pool for both major gift and annual fund assignments.
2. Segment the data to align with current communication tactics with an eye towards how the CRM tools are developing, future communication tactics, and the ability to sub segment to analyze support for campaign initiatives.
3. Design the prospect research and management structure in our new CRM to support current and future segmentations with focus on usability for our primary end user, the major gift officer.

Our process is simple enough for any school to follow while quantitatively displaying key data points to stakeholders. Since we’ve shared the model we have seen major gift officers be more proactive with their portfolio clean-up, annual fund gift officers have more focused segmentation, and our Board of Trustees used the data to gauge campaign readiness.

This session is worth (1.25) CFRE points.

Learn more about how leaders from a range of development shops with varying roles have adapted to address the shifts, changes, best practices, and campaign adjustments that institutional and advancement leaders and their staff have had to make due to the uncertainty and instability caused by the COVID-19 pandemic's economic impact to fundraising.

This session is worth (1) CFRE point.

Are you working to build a prospect research and moves management program as part of your organization’s campaign or individual major giving efforts but not sure where to start or how to develop a plan? This session will walk you through seven key steps that proved to be critical in tripling the number of major gift dollars raised for a national religious organization over a five-year period. The presenters will share a case study with practical examples of how they worked to create a cultural shift among leadership and fundraising staff utilizing APRA’s Book of Knowledge for Prospect Development Professionals to facilitate a better understanding and appreciation of prospect research and the importance of data-driven decisions. Timelines, templates and a few tips and tricks will be shared to help prospect development professionals in small to mid-sized shops achieve success in generating major gift resources for your organization. 

This session is worth (1.25) CFRE points.