Unlocking Prospect Potential

We kicked off our Sleek Summer Sessions series by rethinking the Prospecting Pipeline, how to surface better leads, align your team, and connect the dots across Education Cloud. Now it’s time to break down what actually turns good data into great prospecting.We’re digging into Research + Enrichment. The behind-the-scenes work that helps advancement teams find (and fund) the future.

💡 What We’ll Cover:

Turning Signals Into Stories: How to take job changes, engagement flags, and wealth insights and flesh them out into real prospect profiles.
Using DonorSearch prospect screening Data (Without Drowning in It): What to look for, how to make it actionable, and what not to overthink.
Modernizing Capacity Ratings + Queues: Smarter ways to assess potential, organize research, and build pipelines that move.

Special Guest: Megan Walsh, Salesforce Partnership Manager at DonorSearch

We’re teaming up with DonorSearch for this one, and thrilled to welcome Megan Walsh, Salesforce Partnership Manager at DonorSearch, to the panel. She’ll join Sleek’s own Trevor Underwood, Pat Lienhard, and Jason Long to break down how DonorSearch data and Salesforce can work better together. Whether you're refining your research strategy or just trying to make sense of the next-gen tools in your Salesforce org, this one’s for you.

📅 Wednesday, August 27th

🕜 1:30–2:15 PM ET

💻 Free to attend

Webinar Hosts

Megan Walsh - Salesforce Partnership Manager

Megan is known for her dedication to her DonorSearch clients and for providing an optimal level of client support and training since 2015. Megan's experience with nonprofits and partners extends to all types and sizes, giving her invaluable insight into fundraising strategies. Before working at DonorSearch, Megan served as a medical technician.

JB Rauch - Partner Development Manager

Strategic thinker with forty years of experience spanning mainframe, distributed systems/ internet and cloud computing, a AI agents, big data, modeling and analytics. Created and sold businesses, formed strategic alliances, secured venture fundings resulting in four successful exits. Have led sales, product, public relations, BD, fundraising, marketing, and partnerships. Skilled at innovation initiatives, product integrations and co-sell. Collaborate with leaders to craft complex customer solutions and contracts to generate exponential revenue growth and profit.

Patrick Lienhard – Business Analyst

Patrick is a data-driven Business Analyst with a strong background in higher education fundraising and marketing strategy. With experience in competitive research, segmentation, and database modeling, he supports advancement teams with insights that drive smarter engagement and campaign planning. Patrick brings an MBA foundation in consumer behavior, product development, and strategic marketing, and is known for his ability to translate data into actionable plans. His specialties include forecasting, process improvement, and capital campaign planning.

Jason Long – SVP of Marketing and Sales

Jason Long began working in Advancement at his alma mater, Western Michigan University, in 2011 and oversaw alumni communications, advancement services, gift processing, and web user experience as the Associate VP of Advancement Operations. He led the WMU Advancement transition from legacy data systems to Salesforce in 2018 with attention to improving processes, maximizing return on investment, and minimizing change management needs. As a certified Salesforce Administrator, Jason has experience in leveraging the CRM platform to increase donor participation through collaboration and personalized user experience for online giving, event registration, community development, and marketing outreach. Jason is committed to process improvement and data automations that allow advancement professionals to focus on productivity rather than managing tasks.

Trevor Underwood – QSS™ Product Manager