Customer Stories:

How Personalized Persistence Led to $300K in Gifts and a Planned Gift at Boston University

Who:

Boston University’s Donor Experience Officer (DXO) program is playing a pivotal role in building a stronger major gift pipeline, and Emma Callahan stands out as a shining example of its success. In her former DXO role, Emma used EverTrue’s tools to personalize outreach, unlock donor potential, and bridge the gap between annual giving and major gifts. Thanks to her strategic, polite persistence—and her focus on tailoring every touchpoint—Emma helped identify major gift prospects, drive immediate results, and strengthen BU’s long-term pipeline. She has since transitioned into a leadership giving officer role at BU’s Dental School, bringing her discovery-driven mindset with her into her next chapter.

The Challenge:

Boston University has more than 400,000 alumni, and no shortage of giving potential. But reaching and qualifying that many prospects required an efficient, personalized approach to discovery work. The goal: Build real relationships with previously unengaged alumni and uncover opportunities for leadership-level giving, planned gifts, and major gifts. It wasn’t enough to send a single email and hope for the best. BU’s team needed a way to break through the noise, make meaningful connections, and open the door to transformational gifts.

Why evertrue:

Emma used Signal by EverTrue to fuel her outreach strategy. Using Signal’s built-in cadence functionality, she created thoughtful, multi-touch outreach journeys for her assigned prospects—layering personalized videos, emails, phone calls, handwritten notes, and even LinkedIn messages to increase response rates.

With Signal, Emma could:

– Easily build and manage personalized cadences for dozens of prospects at a time
– Tailor each touchpoint based on donor interests and giving history
– Track engagement and quickly pivot her outreach based on responses
– Focus on polite persistence, knowing that real relationships often take multiple attempts

Signal’s streamlined workflows—and Emma’s strategic use of creative, donor-first messaging—made it possible to efficiently engage prospects without sacrificing personalization.

The results:

Emma’s polite persistence paid off in a major way.

– $300,000+ in Current-Use Gifts Secured: After one virtual meeting with a donor whose total lifetime giving was $1,000, , Emma uncovered significant philanthropic intent. That conversation ultimately led to three $100,000 current-use gifts to support scholarships, directly strengthening BU’s major gift pipeline.

– Planned Gift Secured: The same donor also included Boston University in his estate plans, ensuring long-term impact far beyond the immediate gifts.

– High Response Rates from “Unresponsive” Prospects: In another case, after seven touchpoints of personalized outreach, Emma finally secured a meeting with an alum who had never previously engaged with the university. Though the donor wasn’t ready to give at a major gift level, he made a $1,000 gift—and even emailed BU leadership to praise Emma’s thoughtful, donor-centric approach.

– Pipeline Development at Scale: Signal made it easy for Emma to uncover numerous major gift and planned giving prospects that would have otherwise remained hidden—building long-term value for the university.

The Full Story

When Emma Callahan stepped into her role as a Donor Experience Officer, she approached it the EverTrue way: focusing on real relationships first and trusting that results would follow.

Armed with EverTrue’s Signal platform and a donor-first mindset, Emma built thoughtful cadences that mixed video messages, emails, phone calls, handwritten notes—you name it. If a prospect didn’t respond right away? No problem. Emma stayed politely persistent, confident that the right message at the right time would open the door.

And it worked.

In one standout example, Emma sent an initial outreach email and quickly landed a Zoom meeting with an alumnus. What started as a 30-minute discovery call turned into something much bigger. As Emma listened, it became clear the donor was deeply grateful for his BU experience—and ready to make a major impact. When she floated the idea of a $100,000 scholarship gift, he didn’t hesitate. “That’s exactly what I was thinking.”

The final outcome:

  • Three $100,000 current-use gifts
  • A planned gift from his estate
  • A stronger pipeline for future major gifts

Emma’s persistence also paid off in other ways. Another donor didn’t respond until the seventh touchpoint—but when he did, it led to a $1,000 gift and a personal email to BU’s leadership praising Emma’s thoughtful, pressure-free approach.

Every touchpoint, every meeting, every follow-up showed the same commitment: prioritize the donor, make it easy to say “yes,” and keep showing up with value.

Today, Emma’s carrying those lessons into her new role as a leadership giving officer at BU’s Dental School, continuing to blend strategic outreach with genuine connection. Her story proves that with the right tools, a little creativity, and a lot of persistence, it’s possible to transform casual outreach into major impact—and build a stronger, more sustainable pipeline along the way.