EverTrue for Gift Officers

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

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EverTrue for Gift Officers empowers 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.

Accessible Donor Data

Building great relationships starts with knowing your donors. With EverTrue, run queries and get instant access to donor information—including LinkedIn and Facebook insights—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

Streamlined Trip Planning

As a gift officer, face-to-face visits are an important part of your job. Our trip planning features for web and mobile will help you optimize your time on the road, meet with high-quality prospects, and identify more visits.

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

Efficient Moves Management

Get out of spreadsheets and desktop files. EverTrue lets you track and manage your prospects in one convenient place so you’re always ready to plan your next move.

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

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Web and Mobile

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

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Constituent Profiles

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

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Powerful Filters & Keyword Search

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

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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.

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Custom Lists

Build and share constituent lists without the hassle of spreadsheets.

My Trips

Create a trip in the iOS app, sync it to your calendar, and log meeting notes.

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Saved Segments

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

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Recommended Constituents

Discover new prospects with our automatic constituent suggestions.

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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.