How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID

The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficiently as possible. When you have multiple departments running on different applications, and now have additional complexities brought around by the recent pandemics, you need a platform that can help unit your organization and encourage collaborative efforts using one tool.

The CDC has recently migrated from Raiser’s Edge to Salesforce, helping them streamline a process for fundraising and allocating those funds to designated programs. Now is your chance to explore the power of the Salesforce platform. Come with your questions ready for our panel of recently migration nonprofit organizations and industry experts as we discuss:

Why organizations are doubling-down on technology to increase their fundraising, even during a pandemic

How to manage a large-scale technology change and encourage user adoption

The efficiency and impact switching to Salesforce has had on the CDC Foundation’s fundraising, programs for a 360-degree of your organization

How to Track Down High Potential Clients in a Mountain of Data

You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, it’s imperative for organizations to not only protect and enhance datasets, first-party data and consumer privacy, but work with third-party assets who do the same to thrive in these changing times.

Join us for an executive briefing and Q&A with WealthEngine’s Raj Khera, EVP and Chief Marketing Officer and Michelle Tilton, Infutor’s VP of Marketing, as they answer all of your questions around leveraging your customers data, third-party tracking and more.

You will learn:

  • Best practices for preventing data breakage, decay and future threats
  • How to find the hidden predictors that discovers your next best prospect and influence client behavior
  • How to turn unknown identities into known customers and donors with personalized inbound engagement in real-time

UCSF’s Data-Driven Blueprint for Raising $600M+ Per Year

The University of California, San Francisco (UCSF) harmonizes data, tools, analytics and cross-functional departments to identify and prioritize gift opportunities that raise $600M to $1.2 billion every year.

Join WealthEngine and Salesforce for a highly informative executive briefing and Q&A with UCSF on Thursday, August 6 at 12 noon Eastern (9 a.m. Pacific) as they share their best practices on how to:

  • Collaborate across teams, including research, data science, advancement
  • Build their pipeline process and assign prospects
  • Combine wealth data and predictive scores to find their best opportunities\
  • Use data visualization to turn mountains of information into useful insights

Staying Human in the Age of Data

Data is everywhere. The key to success is to combine human intuition with data-driven insights.

Join us for an Executive Leadership Briefing with Rishad Tobaccowala, Senior Advisor to the Publicis Groupe and author of Restoring the Soul of Business: Staying Human in The Age of Data, along with WealthEngine’s CEO, PV Bocassam, and EVP and Chief Marketing Officer, Raj Khera, for a timely, insightful conversation and Q&A.

Actionable Fundraising Strategies Despite Recent Staff & Budget Cuts

Join us for an executive briefing and Q&A with Mandi Fleiner, Director of Philanthropy & Communications at Northern Nevada HOPES Administration, Raj Khera, EVP at WealthEngine, and Joanna Miller, Client Engagement Manager at WealthEngine as they share effective strategies for handling budget cuts, staff reductions, program shutdowns and other economic effects of the pandemic.