Annual Giving

Activate your
donor base

It’s more important than ever to activate your donor base through the annual fund. Done right, it’s the foundation of a healthy, growing, and sustainable fundraising system that will keep the whole organization on track for years to come. Let’s do it right together.

Personalize every appeal with interest-driven segmentation

Make personalization the priority

One-size-fits-all email blasts aren’t getting it done anymore. But with access to TrueView, segmentation has never been simpler, making it incredibly easy to create and target outreach based on donor interests, engagement, giving history and more.

Simple segmentation for all

Take charge of list-building and personas. With more than 80 powerful filters at your fingertips, you’ll create the right segments for every appeal, every time.

Empower peer-to-peer fundraising

With the ability to quickly identify your most engaged and vocal alums, you can supercharge your volunteer program. Equip them with modern tools and information and allow them to ignite and excite their friends, classmates, and families.

Run digital and leadership gift officer programs

Drive donor retention and mid-level giving with software designed for digital and leadership gift officers. They’ll manage portfolios and stages, quickly qualify and refer prospects, and use interest and engagement insights to deliver a super-personal experience to every single donor.

Annual giving is an entire giving funnel, in miniature

A successful team will engage, qualify, assign, solicit, and retain a huge amount of donors — and do it effectively at scale. With data, filters, segments, and more available in EverTrue, we make it easy.

Features for Annual Giving

  • Easy-to-use segmentation
  • List management and collaboration
  • Engagement insights from Facebook
  • Track donor interests, wealth indicators, and giving history
  • Mobile access to work from anywhere
  • Mobile-first volunteer management for powerful peer-to-peer outreach
  • Organize volunteers into pools, track progress and activity
  • Portfolio management and interactions