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See how our products have helped 15,000+ organizations
See how our products have helped 15,000+ organizations
Product Highlight

DonorSearch identifies prospects in your database with the capacity and intent to give.

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See how our products have helped 15,000+ organizations
See how our products have helped 15,000+ organizations
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Customer Stories:

From Intuition to Insight: How Boca Raton Regional Hospital Foundation, part of Baptist Health South Florida, Transformed Annual Giving with Data-Driven Engagement

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WHO:

Most fundraising teams don’t lack data. They lack clarity. Boca Raton Regional Hospital Foundation, part of Baptist Health South Florida, supports a rapidly growing healthcare system in South Florida, serving a highly philanthropic and high net worth community. The opportunity was always there. What was missing was the intelligence to see it and the tools to act on it.

THE CHALLENGE:

The foundation had historically been major-donor focused, with annual giving playing a secondary role. While successful in its capital campaign efforts, the team lacked the tools and visibility to understand donor behavior at scale across its broader base.

Key challenges included:

-Limited insight into thousands of annual donors and prospects

-Manual, one-to-one wealth screening that didn’t scale

-No unified view of patient, donor, and engagement data

-Difficulty identifying new prospects and timing outreach effectively

-Untapped potential within a highly generous community

The team knew there was more opportunity, but lacked the data infrastructure to act on it with confidence.

WHY EVERTRUE:

The foundation chose DonorSearch AI by EverTrue to move beyond manual screening and gain a scalable, behavior-driven view of its donor base.

With these tools, the team was able to:

-Understand donor capacity, affinity, and engagement at scale
-Identify high-potential prospects earlier in the donor journey
-Align messaging and timing with real behavioral signals
-Strengthen coordination between annual giving and major gift strategies
-Build a more unified, data-informed fundraising approach

The Results:

With DonorSearch AI by EverTrue, along with predictive modeling and HIPAA-compliant patient interaction signals, the foundation transformed how it identifies, segments, and engages donors.

-Doctor’s Day appeal grew from approximately $85,000 the previous year to $425,000 in the first month alone

-Year-end campaign increased from $1.2M to $3.2M

-Donors with a hospital or outpatient visit in the prior 60 days showed significantly higher conversion rates, shaping outreach timing strategy

-New first-time donors emerged, including $500+ grateful patient gifts

-Stronger segmentation enabled more targeted, behavior-driven communication

-Clearer visibility into donor pipeline across annual and major giving audiences

The Full Story:

When the annual giving lead joined the foundation, she immediately saw both opportunity in a highly philanthropic community and limits in how donor data was being used.


At the time, annual giving relied on a manual, one-to-one screening approach and had limited visibility into the broader donor base. While effective for major donor management, it didn’t allow the team to act on engagement patterns at scale.


To address this, the foundation implemented DonorSearch AI, predictive modeling, and HIPAA-compliant patient signals to better understand donor behavior across its full audience. For the first time, the team could evaluate capacity, affinity, and engagement trends beyond major donors.


A key insight came from timing. Donors with a hospital or outpatient visit in the prior 60 days showed significantly higher conversion rates, reshaping outreach strategy and messaging.

Using these insights, the team built more intentional, data-informed campaigns, enabling more precise segmentation, timing, and storytelling.


The results came quickly. The Doctor’s Day appeal reached $425,000 in its first month alone compared to approximately $85,000 raised the previous year, and the year-end campaign grew from $1.2M to $3.2M. The team also began identifying new first-time donors and grateful patients making meaningful gifts for the first time.


What emerged was a more connected, responsive fundraising model where data strengthened intuition and annual giving became a stronger driver of long term pipeline growth.

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