EverTrue Product Update – March 2018

Mike Nagel
03/19/2018

It’s been a busy first quarter of 2018 here at EverTrue.

We’re unveiling new goodies including enhanced calendar integrations for gift officers using Relationship Management, tools for admins of Volunteer Management, Single Sign-on for the EverTrue platform on desktop and mobile, and extra giving information and improved searchability for all.

Let’s get right to it.

Introducing Single Sign-On (SSO) for EverTrue (All EverTrue Platform Users)

Do you work for a college or school that gives you a single set of credentials to access all the tools and software you need to do your job?

Well, you now can use that same set of credentials to access EverTrue — eliminating the need to keep track of another username and password.

(Let’s get technical… This is for customers who have SAML authentication. Don’t know what that means? Check with IT.)

If you’d like to learn more about adding single sign-on to your organization’s contract, contact your customer success manager or email genius@evertrue.com.

*This is for logging into the EverTrue platform on your desktop or mobile device.

Automatically Send Meetings from EverTrue to Your Calendar (Relationship Management)

We’re helping gift officers stay organized while planning donor visits using My Trips.

Our latest integration lets you update your work calendar (Outlook, Google, or iCloud) with meeting additions and changes from EverTrue.

Simply use the action menu in My Trips to connect an external calendar using our integration with Cronofy and you’re done. We’ll then push any change you make to a trip in EverTrue to your work calendar, allowing you to easily rearrange meetings, block off travel time, add hotel information, and more. Here’s more information on how all this works.

Talk to your CSM or email genius@evertrue.com if you want to activate this feature for your institution.

New Insights Added to Volunteer Management

We’re making it easier to manage teams of volunteers.

With the new insights added to our Volunteer Management platform, you can see all your volunteers in one place, quickly sort them by volunteer pool, and identify which prospects they’re assigned to contact or solicit.

You can keep track of who’s logged in to the platform or resend invites to join the volunteer app, as well.

EverTrue — making volunteer management simple. And fun!

(We were going to say “putting the fun in fundraising,” but we’ve already reached our #dadjoke quota for the week.)

Volunteer Management Bonus: Add a Custom Resource Link

In seconds, an admin can drop a link into your Volunteer Management platform to direct volunteers to a microsite, handbook, bookstore discount, or a fun thank-you video.

It’s your call! And you can add and remove the link as needed.

To set up a link, log in to Console, go to the Notifications section, and add a link in the “Volunteer Resources” field.

Online Giving – Booyah!

We’ve recently released a bunch of updates for our giving pages.

Some highlights:

Add an image to the foreground of your page, which you can for extra content to drive home why visitors should give, promote a challenge, or act as a gift thermometer. See how The Rams Club (UNC) used this feature to help defeat Duke in a giving challenge.
Drop a hashtag into the footer for social shareability.
Ask for more details from donors using the new, optional gift details field.

Activate Giving Categories (All EverTrue Platform Users)

You can now send information from up to five giving categories to EverTrue. These categories will then appear on every constituent profile, helping you track each donor’s giving history at a more granular level to personalize your next touchpoint.

Check it out and talk with your customer success manager or contact genius@evertrue.com to enable this feature. It just requires a quick update to your core data file and then you’re good to go.

#WeMadeIt (All EverTrue Platform Users)

Props to you for making it this far in the update. You’re no doubt an EverTrue super-user who is intelligent, classy, and downright good-looking. Thanks for reading!

Did you know you can now use hashtags to search interactions in EverTrue? This is a great way to organize EverTrue comments or contact reports. Just add a relevant tag (“#campaign” for example) when you do. Those hashtags become searchable immediately and help you and your team stay organized.

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.

Starting fund value

Expected investment return 6.0%

0%12%

Spending rate 4.0%

2%7%

Inflation rate 3.0%

0%8%

Duration (years) 10

5 yrs25 yrs

Value in 10 years

In today's dollars

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:

Webinar: Building a Seamless Relationship Between Endowment Finance and Advancement. In this webinar, we cover the keys to un-complicating your institution’s financial endowment reporting process. Explore how building a connection between your finance and advancement teams can lead to happier donors and happier staff.
The Best Alumni Management Software Solutions in 2026. Alumni management software allows your university to maintain an active community that supports your school in a number of ways. Review top software solutions.
Donor Segmentation: How Organizing Donors Boosts Retention. What is donor segmentation, and how can you use it to boost retention? Learn the need-to-know information in this guide from EverTrue’s fundraising experts.

Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.

0 0 votes

Article Rating