Precision Prospect Personalization: Using Wealth & Lifestyle Data to Enhance Fundraising Effort

Presenter: Alisa DiStaso, Director of Pre-Sales, WealthEngine
Member price: $0
Non-member price: $39

Imagine if you could leverage actionable wealth and lifestyle insights to power highly-targeted campaigns to your existing and potential donor bases while building greater awareness for your cause. What if you were able to personalize your outreach to your donors and prospects based on their giving capacity, propensity to give, and over 1500 lifestyle attributes. How would that impact the effectiveness of your efforts and campaigns?

Join us for this webinar to see how you can take advantage of our end-to-end platform with over 250 million profiles. That’s 90% of the U.S. adult population. Each profile includes information on an individual’s demographics, lifestyle and affinity, charitable giving history, and one’s propensity and capacity to give. Webinar focuses:

  • End-to-End Prospecting: Nurture your prospects in a highly personal way, relevant, and precise manner
  • Wealth & Lifestyle Intelligence: Quickly learn everything you need to know about your next best prospect
  • Modeling & Scoring: Propensity to Spend (P2S), the industry’s first, advanced data science-based, numerical score to help you hyper-personalize your engagement based on insight into your prospects spending preferences.
  • Campaign-as-a-Service: Turn insights into action and action into knowledge

Alisa is the Director of Pre-Sales and Partner Enablement at WealthEngine.  She brings has over 24 years in experience in technology, digital transformation, sales and Human Capital Management.  Alisa has held leadership roles guiding digital transformation and Pre-sales. As Director of Pre-Sales and Partner Enablement, Alisa will be helping to define our Go to Market strategies and programs.  Her past work has focused on pre-sales, partner management, training development, program management and technology delivery.  

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