Optimizing Your Grateful Patient Program with Accurate Data

March 27
2 pm ET  |  11 am PT

Grateful patient programs have the potential to make a huge impact on your organization, but only if you can quickly and accurately identify the best prospects and take action in a timely matter. Fragmented databases, stale data, and off-the-shelf propensity models are just some of the enormous challenges organizations face when developing and executing a data-driven program.

Join Windfall’s Customer Success Manager, McCurdy Williams, Nuvance Health’s Senior Director of Data Strategy and Innovation, Melissa McGee, and Prospect Research Analyst of Nuvance Health, Tami Pearson, to learn how healthcare systems are successfully incorporating modern wealth intelligence and AI into their fundraising strategies to optimize their grateful patient programs.

This session will explore:

  • How to incorporate meaningful data into your grateful patient strategy
  • Best practices and frameworks for a successful data-driven grateful patient program
  • Using machine learning and AI to drive deeper insights from your data


McCurdy Williams, Customer Success Manager, Windfall

McCurdy Williams is a seasoned fundraising professional with a passion for maximizing philanthropic impact. As a dedicated Customer Success Manager at Windfall, she spearheads relationships with over 100 nonprofit clients, utilizing data-driven strategies to enhance their fundraising success. With a diverse background in development and an MBA, McCurdy supports Windfall's nonprofit clients in their journey to making evidence-based decisions and workflows to increase effectiveness across their development operations.

Melissa McGee, Senior Director of Data Strategy and Innovation, Nuvance Health

Melissa McGee has 13 years of experience in Advancement Services and Operations in academic medicine and healthcare settings.  She joined the Nuvance Foundations team in the summer of 2022 after working at both the University of Arizona and the University of Kentucky. Since joining Nuvance, she and her team have reimagined the way they approach and work with patient and constituent data, leading to increased referrals of highly rated prospects. McCurdy is a passionate believer in the power of creative data analytics to help support both frontline and support staff to raise more money while having more fun. She holds an MBA from the University of Arizona, which she completed during the pandemic.

Tami Pearson, Prospect Research Analyst, Nuvance Health

Tami has been working in fundraising operations for over 20 years and has been with Nuvance Health as a prospect research analyst for 4 of those years. Having tried just about every supporting role in fundraising from event planning to gift processing and database management, she found her real passion in prospect research and development. Before joining Nuvance Health, Tami worked for higher ed institutions, cause-oriented organizations, and one grant-making foundation. She loves engaging with and learning from colleagues in the fundraising world, so please feel free to connect with her on Linkedin!

3/27/2024 2:00 PM - 3:00 PM


Wednesday, 27 March 2024

3/27/2024 2:00 PM

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