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Modernizing Wealth Screening with Neon CRM & Windfall Data


February 2, 2021
2pm ET

Hosted By

Tim Sarrantonio headshot
Tim Sarrantonio
Director of Strategic Partnerships, Neon One
Dan Stevens  headshot
Dan Stevens
Co-Founder & VP of Business Development, Windfall Data


60 minutes



Meet Windfall Blog


Thumbnail image for a video with a play buttonClick to Watch on YouTube

The way that we think about wealth data needs to change to meet the new reality around data privacy, nonprofit capacity needs, and declining retention rates for donors. Organizations are spending too much time and money on information that is not accurate, not useful, and not going to help them build relationships. What we need is to modernize wealth screening by focusing on the data from donors themselves.

That is why Neon One is excited to formally announce our preferred partnership with Windfall in order to chart out this new path forward for social good organizations. To celebrate this partnership, we’ll be rolling out a unique webinar that will change the way you think about prospecting. You’ll learn:

  • Why the way that we think about wealth screening and prospect research needs to radically change
  • How to actually make data work for your mission’s sustainability and growth goals by creating a donor-centered wealth and prospect management strategy
  • How we have built the industry’s most effective foundation for long term growth by integrating Windfall data right inside Neon CRM

Learn More About the Windfall Integration