What is the optimal fundraiser portfolio?

Talking_Shop_Portfolio_Optimization

In this recent Talking Shop episode, co-hosts Erin Moran and David Lively tackle a big topic: What is the optimal fundraiser portfolio size?  The answer, as with most answers to the questions Dave and Erin confront, is: It depends. When it comes to optimal fundraiser portfolios, Dave quotes his friend Ben Porter, Chief Advancement Officer […]

Sharing £1million impact with a 7 year-old fundraiser and his family

When a 7 year-old fundraiser raises millions of dollars for your institution, how do you say “thank you”? The Evelina London Children’s Charity team had the unique opportunity to produce a piece of video stewardship that would speak to a special seven year-old and keep his family foundation informed on fund financials. Here’s how they […]

Sync with EverTrue Studios: July

EverTrue Studios is our media hub for advancement professionals. Subscribe for weekly updates on (free!) on-demand series, films, and podcasts – all created with fundraisers in mind.  Each month, we publish tons of new podcast and video content on our media hub. Here’s the snapshot of what happened in May on EverTrue Studios. TrueTalk The […]

Sync with Studios: June

EverTrue Studios is our media hub for advancement professionals. Subscribe for weekly updates on (free!) on-demand series, films, and podcasts – all created for fundraisers.  Each month, we publish tons of new podcast and video content on our media hub. Here’s the snapshot of what happened in June on EverTrue Studios. TrueTalkThe RAISE PodcastMentorship MattersTalking […]

ChatGPT and Annual Giving: 3 use cases

The Annual Giving team at the University of South Carolina is testing out AI-generated messaging to power their Giving Day messaging, fiscal year-end Dean’s appeals, and interview strategy for new hires. Here’s what they learned. After working with thousands of Annual Giving teams across the country for over a decade, we have concluded that Annual […]

Sync with Studios: May

EverTrue Studios is our media hub for advancement professionals. Subscribe for weekly updates on (free!) on-demand series, films, and podcasts – all created with fundraisers in mind.  Each month, we publish tons of new podcast and video content on our media hub. Here’s the snapshot of what happened in May on EverTrue Studios. TrueTalkThe RAISE […]

What to do with last-minute canceled meetings

It’s no secret that we love to talk about the “next-best” prospects. You know, the 97% of folks who are not in an MGO portfolio. The 1/3 of donors who have given over $1,000, but never received a personalized “thanks” for their gift. The 96% of folks with a net worth value over $1MM+ that […]

Celebrating alumni Career Moves at NC State

Your career and your alma mater: these two things are inextricably linked.  But. When you’ve had a job shakeup (positive or not) in the past, did you receive a message from the college that prepared you for said career change? Did you hear anything from the place where you spent years of your life (and […]

Sync with Studios: April

EverTrue Studios is our media hub for advancement professionals. Subscribe for weekly updates on (free!) on-demand series, films, and podcasts – all created with fundraisers in mind.  Each month, we publish tons of new podcast and video content on our media hub. Here’s the snapshot of what happened in April on EverTrue Studios. TrueTalkRAISE PodcastMentorship […]

THE template for a first-time donor meeting

Our Donor Experience partner institutions are engaging thousands of donors who have fallen through the cracks for decades. Across the board, 81% of donors in a Donor Experience Officer portfolio have never experienced a 1:1 conversation with a fundraiser before. (Source: EverTrue Analysis) The prospects in Donor Experience Officer (DXO) portfolios are identified using EverTrue-enriched […]

Authentic video engagement: the win-win-win

Our alumni are humans, too. And just like us, they crave transparency and realness. As we all aim to break through the noise of inboxes and capture the limited mindshare of our consitutents, it’s our authenticity and relatability that will draw folks back into the fold. A question for the reader: Which invitation would you […]

Engage Alumni by Celebrating Love Stories

Engage Alumni

Our alma maters give us the tangibles like degrees and certificates that alter the course of our careers and lives. They also give us human connections, friends, and mentors.  And, sometimes – for those of us who are extra lucky – they give us love. This Valentine’s Day we’re giving you a step-by-step guide for how you […]