We don’t live in a one-size-fits all world — so why would we treat our donors that way? In this webinar, representatives from WealthEngine, Classy, and Salesforce will walk you through strategies on how to use predictive wealth intelligence to better target and convert your donors based on what you know about them.
Join us for a Q&A with Maxwell Pamphile, Director of Strategic Partnerships at WealthEngine, Dan Tajbl, Lead Solution Engineer at Salesforce.org, and Maddie Joynt, Account Executive at Classy.org as they answer all of your questions around using predictive wealth intelligence to better target and convert your donors.
Join us for a conversation with Dr. Ximena Harstock, Co-Founder of Phone2Action, on how nonprofits are activating their base to connect with elected officials and drive change.
Tune in to hear Dr. Hartstock and WealthEngine’s CEO, PV Bóccasam, share insights and trends on donor engagement, retention, and activism. This executive briefing is part of WealthEngine’s WE Prosper Leadership Speaker Series.
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
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
Join us for an Executive Briefing and Q&A with WealthEngine’s own Eric White, Senior Consultant and Raj Khera, EVP and Chief Marketing Officer as they answer all of your questions about predictive modeling, the value of it, the magic in your data, and much more.
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.
As we all continue to navigate through the COVID-19 pandemic, nonprofit leaders are turning their focus from implementing an initial emergency response to creating tactical and adaptive plans. Join CCS Fundraising for a session that will reflect on the current landscape after 60 days and prepare for the next 90 days by creating strategic short term action plans to define opportunities and devise solutions amidst today’s challenges and uncertainties. The session will provide a hybrid of high level strategy and practical tips for you to consider as you plan for the next three months.
This upcoming session will give you guidance in developing a Caregiver Relief Fund for those on the front lines. Additionally, learn how ChristianaCare Health System developed a strategy for coordinating hundreds of PPE donations including face masks, face shields and gloves.
Join us for an Executive Briefing and a live Q&A with ChristianaCare’s Vice President of Development, Gordon Brownlee, Spectrum Health’s Director of Finance and Operations, Greg Workman, and WealthEngine’s Raj Khera, EVP and Chief Marketing Officer along with Adam Tiberian, Vice President of Enterprise Sales.
Learn the exact steps they deployed to increase their donor base over 50x, including how they regularly convert small annual donations into five-figure major gifts. Join us for an Executive Briefing and live Q&A by Leslie VanSant, Chief Philanthropy Officer, and Michelle Husko, Director of Donor Services, at Rainforest Trust along with Raj Khera, EVP and Chief Marketing Officer at WealthEngine.
Learn how you can engage with your community for timely fundraising in today’s environment. Join us for a best practices conversation and Q&A with Giving USA Foundation Chair Rick Dunham and WealthEngine EVP Raj Khera.