Annual Giving + Prospect Management = Success at Tufts

On the latest episode of our DXbyET series, EverTrue’s Maureen Camerato went behind-the-scenes of Tufts’ Donor Experience program to unpack the close collaboration between annual giving and prospect management that has made the program a success.  EverTrue Donor Experience programs across the country are propelling pipeline and cultivating relationships with donors who were overlooked in […]

Tips for structuring the fundraiser workweek

Blog thumbnail_Tips for structuring a fundraiser's workweek

Donor Experience Officers (DXOs) have personalized contact with an average of 25 new prospects each week, and about 1,000 new folks each year. Here’s advice from a DXO on how to structure a fundraiser workweek that maximizes efficiency and minimizes burnout. Our Donor Experience partners across the country employ tech-powered Donor Experience Officers who cultivate relationships with 1,000 […]

Three tips for a Halloween ThankView campaign that’s scary-good

ThankView Halloween

Here are three super quick tips for a Halloween ThankView campaign that’s so good, it’s scary .😱🎃 Does it feel like a nightmare to communicate with your entire donor community? So many alums, so little time. Especially as we come into the holiday season, inboxes are flooded and it can be really challenging to build […]

Key elements of a hybrid onboarding curriculum for fundraisers

Over the course of one week in 2020, the entire advancement world went from working fully in-person to fully-remote, and there’s been an industry-wide recalibration ever since. Many teams have made a full return to the office; some teams have continued with a remote-first approach; and others have mastered the flexible, hybrid option to “work […]

What is the optimal fundraising 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 fundraising portfolio size? The answer, as with most answers to the questions Dave and Erin confront, is: It depends. When it comes to optimal fundraising portfolio management, Dave quotes his friend Ben Porter, Chief Advancement […]

Sharing the impact of £1.6million 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 […]