Customer Stories:

Salem State University reaches $25 Million campaign goal with EverTrue


Salem State University, a four-year public university located in Salem, Massachusetts, with 10,000 students and over 78,000 constituent records.

The Challenge:

Salem State was nearing the end of its first ever comprehensive campaign—a multi-year effort to raise $25 million. With $5 million to go and having exhausted the school’s largest donors, the Salem State advancement team was laser-focused on discovering new prospects to cultivate and solicit. However, this was challenging due to inadequate access to their data, outdated business information, and a small, time-strapped staff.

Why evertrue:

To address these issues and breathe new life into the campaign, Salem State purchased EverTrue. The team hoped that EverTrue would cover for recent staff cuts as well as make prospect identification easier and more efficient across the whole team—from major gifts, to annual giving, to research.

The results:

Completed the $25 million campaign.

59% increase in the number of donors who gave gifts of $1,000.*

Discovered a previously unknown planned gift donor in
San Francisco from an EverTrue list.

Secured a $5,000 gift from a previously unknown alumnus
identified in EverTrue.

*A comparison of the same four-month time frame in 2014 vs. 2015.

The full story:  

For the frontline team, EverTrue has become a “one-stop-shop” for prospecting. Instead of going to multiple different sources for information—which would take up to an hour—development officers can click on a constituent’s profile in EverTrue, have all the information at their fingertips, and decide whether or not to pursue the prospect.

Michael Randall, Director of Major and Planned Gifts at Salem State, uses EverTrue to prepare for meetings, assess the donor’s interests, and record notes after meetings. Plus, with a Google Maps view of constituents, he can quickly add visits to trips and fill in canceled meetings. Because of updated career information in EverTrue, the advancement services team no longer wastes time cleaning up career information. Instead, they can focus their efforts on making the fundraising team more successful.

Before monthly prospect meetings, Salem State’s Director of Advancement Services Jeannie Patch relies on EverTrue to compile fresh lists of prospects for development officers. The platform has been a “big time-saver” whether she is performing quick research on an alum or working to infuse the pipeline with new names.

With over 50 programs and events annually, Salem State works tirelessly to build relationships with alumni and friends. EverTrue facilitates this process by helping the event planning team identify the best alumni to reach out to. Using EverTrue, Salem State’s Director of Alumni Affairs Mandy Ray is able to segment alumni by any criteria she chooses—including reunion year, major, location, industry, giving history, Facebook engagement, and more. Instead of submitting a request to the data team, EverTrue empowers Mandy and her team to instantly pull the information they need and target specific alumni for event and volunteer opportunities.