High-volume, highly personalized donor outreach works.
Through EverTrue’s proprietary and original Donor Experience Programs we’ve proven that we can increase managed prospects by up to 800% by leveraging technology to deliver cadenced-based outreach to thousands of previously unengaged prospects.
This leads to more activity with prospects (in many cases a 20x increase or greater), which translates to more dollars raised.
The average DXO program raises 47% more YOY from donors assigned to a DXO and top-performing programs raise 83% more.
The next step is applying those lessons — velocity and polite persistence — to major gift work.
Major Gift Fundraisers are facing an activity crisis at the top of the pyramid. Looking across the industry, EverTrue data shows:
- 35% of all prospects assigned to a gift officer did not receive a single interaction (email, phone call, mailer, visit, etc.) in the last 12 months.
- 70% of all prospects assigned to a gift officer received fewer than 3 touchpoints in the last 12 months — and we know it takes 6.5 touchpoints, on average, for a DXO to book a visit
- 8 out of 10 of all prospects assigned to a gift officer did not have a meeting in the last year.
The problem is that gift officers often find themselves bogged down in mundane administrative tasks. Outdated technology is not supporting their ability to focus on the important work of major gift strategy and relationship-building (read our recent white paper on the threat of gift officer burnout).
The best prospects are not being engaged in meaningful, politely persistent ways. EverTrue and the introduction of the Donor Experience Platform will change that.
What is a Donor Experience Platform
A Donor Experience Platform (DXP) is a new category of software built for development teams to massively increase the number of meaningful, 1:1 interactions they have with donors. The DXP enhances the donor’s experience and drives retention, gift revenue, and lead generation at every level of the giving pyramid by leveraging technology to increase intentional, personal activity with prospects.
What do development teams gain by investing in a DXP?
The value of having a DXP lies in the ability to carry out more activity with a larger pool of assigned prospects, ultimately leading to a better donor experience and warmer leads for gift conversations.
We’ve proven through our proprietary and original Donor Experience Programs that we can increase managed prospects by up to 800% by leveraging technology to deliver cadenced-based outreach to thousands of previously unengaged prospects.
This leads to more activity with prospects (in many cases a 20x increase or greater), which translates to more dollars raised. The average DXO program raises 47% more YOY from donors assigned to a DXO and top-performing programs raise 83% more.
Where Donor Experience Programs have traditionally empowered a few mid-level fundraisers at partner institutions, the Donor Experience Platform puts the power of this cadence-based approach to prospect engagement into the hands of every frontline fundraiser.
What is Signal by EverTrue?
Signal by EverTrue is the first donor experience platform and empowers fundraisers to reach more prospects and drive better results at every stage of the donor journey. From building pipeline to closing gifts, Signal by EverTrue guides activity for every fundraiser so they can focus on what matters most – building relationships and closing gifts.
Here’s how it works
Data Enrichment: Signal by EverTrue will help fundraisers uncover new prospects with intelligent scoring and continually refreshed engagement, career, wealth, and interest data.
Scoring: Signal’s proprietary scoring tool – the Donor Potential Score (DPS) – provides continuously-updated scores for constituents, allowing fundraisers to prioritize their work with an unparalleled degree of precision.
Cadence-Driven Outreach: Signal harnesses the power of EverTrue’s proven cadenced-based outreach — enhanced by AI — to help development teams reach more donors and close more gifts. Built-in cadences support comprehensive donor engagement and targeted strategic interactions, providing gift officers with clear daily to-do lists.
Stewardship Touchpoint Plans: These plans ensure donors are well-prepared for their next gift through a combination of meeting requests, travel plans, thank-you notes, stewardship touches, and personalized scripts, all driven by data and developed in partnership with advancement teams.
Visual Analytics and Benchmarking: EverTrue’s platform includes visual analytics and benchmarking tools, helping advancement leaders see fundraising activity at a high level while giving gift officers and advancement services teams the information necessary to analyze activity and recommend strategy.
The future of fundraising is here
Donor Experience Platforms will make the really hard job of fundraising so much easier for every fundraiser — so they can improve the experience of every donor. The guesswork and manual monotony is removed from all ends of the advancement office, allowing Gift Officers and Donor Experience Officers to build relationships with more prospects, enhancing the experience of every assigned donor, and giving the whole team visibility into results.
This is the future of fundraising and we can’t wait to see what you all achieve now.
Learn More about Signal By EverTrue: Request a Demo Today!