How to manage portfolios of 1,000+ like a Donor Experience Officer

Day in the Life of a DXO

Donor Experience Officers partner with EverTrue to manage prospects of 1,000 high-potential, previously-overlooked donors. Here’s how they do it. An FAQ about DXOs A lot of you are familiar with our EverTrue Donor Experience programs at a high-level. (You know… portfolios of 1,000, a top-notch tech suite, and hands-on coaching from EverTrue DXPMs.) But we […]

Activity -> meetings -> dollars. Contact 100% of your portfolio by FYE.

For many of you, the end of the fiscal year is approaching. Ultimately, you’ve got big dollar goals to meet. And as we love to shout from the rooftops of EverTrue: More activity leads to more meetings which lead to more dollars. Full stop. Between now and the end of the fiscal year, one thing […]

A DXO’s top three questions to uncover planned gifts.

Thumbnail_A DXO’s top three questions to uncover planned gifts

Dianna Finocchiaro Gallagher is one of the founding fundraisers at Santa Clara University’s Donor Experience Program. In her first four months as a digital-first gift officer, Dianna has already had 1:1 contact with over 300 alums. That’s more prospects than most major gift officers connect with in a year. Dianna has great insights to share on […]

RAISE Podcast: Kimera Way, University of Wisconsin – Eau Claire

Kimera Way, University of Wisconsin - Eau Claire - RAISE Podcast

On this week’s episode of the RAISE Podcast, Brent talks with Kimera “Kim” Way, President of the University of Wisconsin – Eau Claire Foundation, and Executive Director of University Advancement at the University of Wisconsin – Eau Claire. (Tough to fit that all on a business card!) Juuust before Brent joined this podcast conversation with […]

5 steps to convert event registrants into managed prospects

The Louisiana Tech University team recently made a triumphant return to an in-person event season with Celebrate the Legacy: a six-city event series highlighting the bright future of their athletics program. The response from alums and fans was awesome. Many folks registered and joined. Others registered and didn’t show (so that fact hasn’t changed with […]

Four big takeaways on the future of fundraising

“Every two years, the donor relations community comes together and provides one of the best resources for our profession—the Pulse of Donor Relations Survey. It is a labor of love, answering questions that may not seem important at first but, when placed in the context of the profession, become a seminal work to understand our […]

RAISE Podcast: Bill Kissick, Kent School

Bill Kissick, Kent School - RAISE Podcast

On this episode of the RAISE podcast, Brent chats with Bill Kissick, Chief Advancement Officer at Kent School. (Bill was Chief Advancement Officer at Mercersberg Academy when we recorded this episode.) Brent met Bill within the first few months of founding EverTrue, and Bill has been a source of guidance and perspective for us ever […]

RAISE Podcast: June Bradham, Change Develop Move

June Bradham, Change Develop Move

On this episode of RAISE podcast, Brent talks with June Bradham, Principal at Change Develop Move. They discuss the keys to building a productive and cohesive board, how to tailor your message to speak to different personas, why roleplaying should be a go-to training tool for every fundraiser, and how to get everyone on board […]

The Data Sync: a TRUE integration with Raiser’s Edge NXT

EverTrue’s new automatic Data Sync brings Raiser’s Edge NXT data into EverTrue nightly. The makings of a perfect match Advancement officers like Carlene Johnson from Boston College High School love Raiser’s Edge NXT. She counts on the alumni database as a safe and reliable storage place for historical student, alumni, and giving data, and a deep […]

RAISE Podcast: Erin Moran, The Solas Group

On this episode of the RAISE podcast, Brent chats with Erin Moran, co-founder of The Solas Group, and one of the newest additions to the EverCrew! (Read about how The Solas Group recently joined the EverTrue family).  In this discussion, we learn how The Solas Group came to be well-known for their industry knowledge, strategic […]

RAISE Podcast: Curt Simic, Indiana University

On this episode of the RAISE podcast, Brent chats with Curt Simic, President Emeritus of the Indiana University Foundation. These two have lots to discuss – including how to build trust with donors, Brent’s coincidental trip through Curt’s hometown, and an advancement leader’s responsibility to ensuring and empowering board diversity. Oh, and, the Four I’s: […]

How to personalize donor outreach at scale

Last month, Brent Grinna took to the (real, live, in-person!) conference stage for the first time in two years.  He joined Brian Hastings, Nick Linde, and Leah Sveen on the AGB stage to tell the story of innovation, collaboration, and excellence at the University of Nebraska Foundation. Last year, the UNF team launched one of the country’s first Donor Experience […]