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5 Ways to Get More Users on Your EverTrue App This Reunion Season

Springtime means many things: Snow melting. Birds singing. Flowers blooming.

Here at EverTrue, springtime is also one of our favorite parts of the year, as it’s events season for many of our customers. Reunions, networking events, and in-person meetings to close out the annual fund are abundant this season.

So here’s the great news: Events are an excellent time for promoting your EverTrue app community and using that captive and engaged audience to quickly acquire new users while sharing with them the benefits of EverTrue.

Here are five quick tips to do just that:

1. Make an announcement

It may sound obvious, but a free, easy, and often overlooked promotion is simply telling your audience to download EverTrue at your events. Bonus points if you can ask a fellow alum to make the announcement for you and convey the power they see in your institution’s network.

Over the holidays, I was at an alumni event for my high school, EverTrue customer Brimmer and May School. Our Alumni Board President made a great announcement encouraging alums to embrace the power of the Brimmer network. We were asked to support each other by helping other alums find internships and career opportunities using the great resources—like EverTrue—that our alumni office has made available to us. Sometimes hearing it from a fellow alum or figurehead, like a Headmaster or famous teacher who might also be at the event, can really have a lasting impact. And don’t forget to encourage alumni already using the app to invite their friends!

2. Do a raffle at the event using the app

Since Console makes it easy for you to track new users and suggested updates from those users, a raffle can be a relatively effortless way to increase adoption. Simply announce that any attendee who signs up as a new user at your event will be entered into a raffle (you’ll get even more engagement if you offer fun prizes like an office visit from your school mascot, the winner’s favorite affinity group featured on your Facebook page, throwing the first pitch at a big rivalry sports game, etc). You can also include current users in the raffle by offering entry to new and existing users who suggest an update about themselves or a classmate. Then, sit back and let the updates roll in!

3. Use the app as a drink ticket

At a lot of your events, you probably find yourself running around handing out drink coupons. The EverTrue app can help:  Why not use the app as a drink ticket? Attendees merely show the bartender that they’re logged into app on their smartphones and then get their drink! This encourages alums to create an account on the app (if they don’t already have one) and adds yet another benefit to using it. Plus, it frees you up to spend more time hanging out with your alumni.

4. Hang a sign at check in

If you have staff members manning a table with name tags and registration, why not make a cool banner to have at every event table? Investing in a piece of signage will have longterm benefits; you can easily encourage attendees to download the app and gain new users at all of your alumni events throughout the season. Not a fan of banners? Handing out stickers that promote the app at the registration table—and throughout each event—is a great alternative.

5. Put the app up on the big screen

Don’t let your smartphone-wielding alumni have all the EverTrue fun! While we work on making a compatible solution for all devices, an event is a great time to show off your app. Project your amazing networking tool at your event to intrigue new users and spark conversation. You can pick up an adaptor from your nearest Apple store to easily share the app on the big screen. Alumni love physically seeing the power of their network. Who wouldn’t?

Worried that these five techniques won’t resonate with your older alumni? Read this post about Bucknell’s EverTrue app adoption success across its classes from 1951 to 2013.

Endowment Spending & Growth Calculator

Enter your fund's current value and adjust the return, spending, and inflation sliders to see how its value in today's dollars changes over time.

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4. Continue to Steward Donors

Your relationship with the donors who give to your endowment doesn’t end when you secure their gifts. Because your endowment exists to make a difference in the long term, your supporters will want you to keep in touch about its progress. Ongoing stewardship means keeping donors updated about your endowment’s performance and impact. A report that strengthens your relationship with donors should cover:
  • The fund’s balance at the start and end of the year
  • Spending amounts and allocations
  • How the fund’s returns compare to your investment targets
  • A short narrative detailing the specific impacts the endowment achieved
Create a report for each endowment rather than sending an identical document to everyone. A donor who endowed a scholarship wants to hear about the students it supported, while a donor who endowed a building fund wants updates on construction projects.

5. Upgrade Your Endowment Management Tools

Your endowment management tools should make applying your spending policy across every fund easy. Investing in dedicated software is especially useful as your endowment grows. Handling unitization in spreadsheets might work for a few funds, but as you begin to manage dozens or hundreds of gifts, dedicated software can save your team time spent manually calculating gains and losses for each one.

Why Nonprofits Need Dedicated Endowment Management Software

Dedicated endowment software brings accuracy and consistency to every part of the management process, from tracking individual funds to improving security. See how these solutions compare to a spreadsheet-based approach: nfographic table outlining the information below.

How These Methods Compare:

In managing your endowment with traditional spreadsheets, you may see:
  • High administrative burden: Manual entry across disconnected systems
  • Limited security and audit footprints: Reduced version control and audit trail visibility
  • Difficulty with donor transparency: Spreadsheets provide only static data that is difficult to turn into custom results.
By using dedicated software, you are likely to find the following improvements:
  • Lower administrative burden: Automated fund tracking and calculated allocations
  • Enhanced security and audit footprint: Audit-ready reconciliation with clear tracking
  • Greater donor transparency: Connects with reporting platforms
Dedicated endowment management software keeps your organization compliant while freeing up the time your team once spent manually managing spreadsheets.

Secure Your Endowment with Balance by EverTrue

Effective endowment management begins with excellent accounting. Balance by EverTrue handles unitization, applies spending rules, and produces audit-ready reports, so your team can spend more time on the donor relationships that built the fund in the first place.
  • Turn your data into a clear picture of long-term impact. Combine accurate fund accounting with donor reporting that showcases impact.
  • Connect with the tools you already use. Pair Balance with Impact by EverTrue and ODDER by EverTrue to create and deliver compelling digital endowment reports that you can send to donors with ease.
  • Know where every fund stands in real time. Check market values, gift history, and available spending for any fund. Then, share view-only versions with your team, so everyone stays informed.
With Balance, your team can stop spending all your time on manual management and instead add balance to your endowment workflow.

Additional Resources

To learn more about managing your endowment and other ways that technology can help your organization, check out these additional resources: Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.
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