EverTrue for Gift Officers

Work smart and close more gifts with donor insights at your fingertips

Request A Demo

EverTrue's gift officer solutions empower you to view and manage your portfolio on and off the road so you can build meaningful relationships and maximize fundraising results. With features for trip planning, contact report search, activity tracking, and portfolio analysis, EverTrue delivers an intuitive, fully integrated solution for web and iOS mobile.

Get Closer to Donors

To start conversations, you need to understand your donors and what they care about today. EverTrue lets you run queries and access donor information—including giving data, LinkedIn career information, and Facebook data—without sending requests to your data team.

All of the information is there and easy to navigate on any device. EverTrue has saved me time, it’s saved me frustration, and it's increased my ability to be quick on things.

Michael Randall, Director of Major and Planned Gifts at Salem State University

Plan Trips in Hours, Not Days

Face time with donors is key, so EverTrue makes it easy to manage your travel workflow from start to finish. Identify potential visits, line up your trip itinerary, and enter meeting notes all in the same platform.

I can do 110% of the my work in half the time. It used to take five days to plan a two-day trip. Now I can do it in hours.

Paul Cox, Major Gifts Officer at Trinity University

EverTrue for Gift Officers

Stay on Top of Your Portfolio

Your portfolio doesn’t have to live in spreadsheets. Visualize your prospects by stage and monitor how they’re advancing through the pipeline—so you know who to reach out to and when.

One of the big benefits of EverTrue is the ability to uncover new people. While talking to the same donors is the safe route, it is not always going to bring transformational change to your institution.

Zach Dubin, Leadership Gift Officer at Boston University School of Law

Boston University - EverTrue

During my career, I have seen many development tools heralded as the fundraising silver bullet come and go. Most programs just waste a lot of time and money on a start-up and leave everyone feeling frustrated. As a result, I am now very cynical when something new comes to market. EverTrue is different. I think it will prove to be an industry-changing platform.

–Boston University

SEE WHAT OUR CUSTOMERS ARE SAYING

Features

A sampling of what you get in the gift officer package

feature-devices-image

Web and Mobile

Access the data you need on desktop or from your iPhone or iPad.

feature-profile-image

Constituent Profiles

View complete constituent profiles with giving history, capacity and engagement indicators, and more.

feature-search-image

Powerful Filters & Keyword Search

Keyword search your contact reports and run queries using 40+ filters.

feature-pin-image

Map of Constituents

See all your constituents—or only a subset—on a map and toggle between address types.

My Portfolio

See your assigned prospects organized by prospect status and on a map

Status Aging

Know how long a prospect has been in a stage and where prospects are getting stuck in the pipeline.

feature-list-image

Custom Lists

Build and share constituent lists without the hassle of spreadsheets.

My Trips

Create a trip, line up your itinerary, and log meeting notes.

feature-save-searches-image

Saved Segments

No need to keep re-running your favorite query. Save it as a segment for easy access.

feature-profile-image

Recommended Constituents

Discover new prospects with our automatic constituent suggestions.

feature-notification-image

Push Notifications

Get in-app and email alerts on new donor information from your database and our integrations.

Export Data

Export lists and segments to a CSV file to use the data however you need.