How to Set Up Filters for Year-End Success

The end of the calendar year is quickly approaching, and we want to take the guesswork out of who you should be contacting in your portfolio to make an end-of-year gift. What is one strategy to help accomplish this? EverTrue giving pattern filters! The end of the calendar year is a great time to engage […]

Pro Tips: Using Data and Analytics to Drive DXO Strategy

As a DXO, you can harness the power of data and analytics to help to build and enhance the efficiencies that are key to your success. Across our suite of technologies, you can make data-driven decisions that will allow you to work even smarter and connect with donors even more quickly. Here’s a handful of […]

Our Top 5 Takeaways From RAISE Roadmap Day

What. A. Roadtrip. 20 speakers, countless giveaways (and getaways), and one wild ride later – and here we are! RAISE Roadmap Day was a fantastic event thanks to everyone in our community who showed up and participated. Thank you, all! Missed the first spin or want to take a trip down memory lane? Don’t worry, […]

How Kenyon Raised $50M Using Smart Segmentation and Event Prospecting

Last year, Kenyon College had the good fortune to be selected as one of the inaugural schools for the Schuler Foundation’s Access Initiative. This partnership aims to expand access for undocumented and Pell-eligible students to highly selective liberal arts colleges. The grant from the Schuler Foundation is a game changer. The foundation matches up to […]