Optimizing the Major Gift Program
At the top of the giving pyramid, EverTrue allows the Purdue team to develop richer portfolio analyses on major prospects. The platform has increased the collaboration between prospect researchers and major gift officers, who build prospect lists together in EverTrue and work to maximize gift officers’ time on the road by identifying filler visits. Plus, the Facebook integration surfaces Purdue’s most socially engaged prospects and helps gift officers decide who to call on first.
By aggregating the data into clean constituent profiles, EverTrue improves the team’s access to the donor information necessary to effective cultivation and stewardship of donors. Purdue gift officers get a quick view of any constituent—including recent Facebook engagement—giving insight into the prospect’s institutional affinities in advance of a visit or call.
Identifying New Mid-Level Donors
Purdue also brought in EverTrue to help build a stronger mid-level giving program. The team searches for prospects based on new data from Zillow and the U.S. Census—among other important criteria—to create lists of wealthy yet unassigned prospects. This new capability helps Purdue surface and keep track of middle-of-the-pyramid donors, an important group of prospects to cultivate for the future of the institution.
EverTrue has also played a key role as Purdue explores peer-to-peer fundraising. As part of their campaign strategy, Purdue is encouraging cabinet members and major donors to become volunteer fundraisers. To provide each volunteer with a list of prospects, Purdue toggles over to the EverTrue map view, applies a 45-mile radius around the volunteer’s location, and filters the list by additional criteria like capacity and engagement.
Growing the Annual Fund
As the Purdue annual giving team works to increase participation at the bottom of the pyramid, EverTrue has empowered staff members to find low-hanging fruit and to tap into new segments of their alumni population. For specific campaigns, one of the team’s favorite searches is to filter by “engaged on Facebook” and then by LYBUNT or SYBUNT. This simple search allows them to reach the right alumni at the right time with targeted asks.
Bonus: Planning a Corporate Alumni Event
Thanks to EverTrue’s integration with LinkedIn, Purdue has better insight into where alumni are currently living and working. According to Greg Kapp, “The LinkedIn data is so much more up-to-date and accurate than the employment data we’ve been maintaining in our database.” Now, the team easily identifies alumni who work at high-profile companies for giving and event opportunities.