Webinars & Events

More traffic doesn't always mean more donations. Before you invest in your next campaign, take a fresh look at the experience you're creating for donors online.

In this webinar with Farra Trompeter, Co-Director and Worker-Owner at Big Duck, you'll learn how to audit your website, donation process, emails, and social media through a supporter's eyes. You'll spot the small gaps that quietly cost you gifts, and find the moments where you can build trust, keep your brand consistent, and give donors a reason to come back.You'll leave with a practical checklist you can use to strengthen your digital fundraising right away.

Learning outcomes

• Audit your website, emails, and social through a donor's eyes to find friction in the giving experience.

• Assess whether your messaging, calls to action, and stewardship build trust and inspire giving.

• Act on a simple plan of practical improvements that strengthen donor engagement year-round.

You know the question. Someone on your board asks how many donors gave last year but not this year, or which lapsed donors used to give monthly, and you spend the next hour exporting to a spreadsheet to find out.

The answer is already in DonorDock. It just depends on how your data is organized.

Bridgette Bitzegaio is running a working session on segmentation and reporting, and how the two work together:

• Badges, marketing lists, custom fields, and gift tags, and when to reach for each one
• Building dynamic reports based on donor activity, giving behavior, and the criteria that matter to your team
• Turning a segment into action, so a report of lapsed monthly donors becomes an automation or campaign that reaches them
• Getting the full picture of donor engagement without leaving the platform

She'll build it live inside DonorDock. Not a polished demo. The real thing.

You'll leave with a clear system for organizing your contacts and gifts, a handful of reports you can pull in minutes instead of an afternoon, and a way to put every segment to work.

Date: Wednesday, October 7, 2026
Time: 1:00 PM Central
Format: Live walkthrough with Q&A
Presenter: Bridgette Bitzegaio, Customer Success Manager

Can't make it live? Register anyway. We'll send the recording.

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Your database is bigger than your team. It always will be.

So how do you decide who gets a call this month, who gets a handwritten note, and who gets the newsletter? And how do you know whether the segments you built last year are actually driving gifts, or just sorting names into neat piles?

Knowing which constituents have real potential is what lets a lean fundraising team focus. The hard part is getting a full picture of someone's capacity, especially in an economy where wealth profiles shift faster than your annual screening can keep up.

Kathleen Atkins and Matt Kitzman from Windfall are joining us for a practical session on segmenting and prioritizing a database that outgrew your to-do list a long time ago.

We'll cover:

• How to make data-driven decisions about where your team's time goes, instead of working the list top to bottom
• New ways to segment donors and prospects that go beyond giving history and last gift date
• How to use wealth data alongside your CRM so capacity and engagement live in the same view
• Where AI can take the manual work off your plate, from building segments to keeping them fresh
• Bonus: a look at how Windfall's nonprofit platform and AI application make segmentation easier than ever

You'll leave with a clearer way to decide who to focus on, a few segmentation ideas you can put to work this week, and a sense of how much of the process no longer has to be done by hand.

Date: Wednesday, October 21, 2026
Time: 12:00 PM Central
Format: Live session with Q&A
Presenters: Kathleen Atkins, VP Marketing, Windfall, and Matt Kitzman, Nonprofit Account Executive, Windfall

Can't make it live? Register anyway. We'll send the recording.