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After practicing #politepersistence to cultivate a relationship with a donor, a DXO just closed and documented a $625k planned gift.
#dxowins
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A DXO just held her very first donor meeting, during which she documented a $20,000 planned gift.
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After three touchpoints, a DXO booked a meeting with a $250 annual donor. At the end of their meeting, the donor agreed to “send a little more” by the fiscal year-end. The donor then made a $100,000 donation to an unrestricted fund to support the library.
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Less than two weeks into the new fiscal year, a DXO closed 5 major gifts totaling $55,000.
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In FY22, DXOs at a large public university reactivated 267 donors at an average donation of $1,003.
#dxowins
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A DXO called a donor to thank him for a recent $1k gift. During the call, she learned that the donor had designated $350,000 to the university through his estate plans.
#dxowins
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After 5 touch points, a DXO booked a meeting with a previously-unresponsive donor. After their meeting, the donor increased her largest gift amount from $300 to $5,000 (a 1,566% increase).
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A DXO reached out via ThankView video to a donor who was unassigned, had no historical interactions, and had a lifetime giving of $217. After receiving the ThankView, the donor made a pledge of $2,500.
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"I have to say, this is one of the coolest technology tools I've ever seen in Advancement" - a new DXO after an EverTrue 101 training
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After receiving a DXO’s ThankView video, a donor made a gift of $500. This donor’s last gift was $25 four years ago.
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A DXO reached out to a donor with no historical interactions. The donor immediately booked a meeting, visited campus for the first time in 30 years, met with the president, and committed to a leadership gift.
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A brand-new DXO at a newly-established Donor Experience program just secured a verbal commitment for a $50,000 gift.
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A DXO just closed a $100,000 commitment to support the university’s unrestricted, need-based scholarships.
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A DXO just had a conversation with an alumni couple who voiced they would like to make a $2-3MM gift to the institution.
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A DXO just connected with an unresponsive donor after multiple outreach attempts. The donor began the conversation by saying he was not interested in giving to the institution, and ended it by saying he wanted to endow a scholarship in honor of his elderly mother. 11 days later, he committed to a five-figure scholarship gift.
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A DXO just had a conversation with a couple who are interested in making a $2-3MM gift to the institution.
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A DXO just closed a $12k scholarship gift to support students who have been impacted by suicide.
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A donor responded to DXO’s 3rd touchpoint and booked a meeting. Eventually, the alumna committed to give $20,000/year for life, and to give an additional estate gift of $1MM+ after her passing to establish a scholarship for kids exiting the foster care system.
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A DXO just closed a $30,000 gift for an endowed engineering scholarship. The donor had no 1:1 contact prior to DXO outreach.
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In an unscheduled phone call, a donor admitted he had been dodging a DXO’s emails and calls, and that he only answered because he “thought it was someone else.” However… 2 minutes into the call, the donor expressed interest in setting up a 5-figure scholarship to support students studying Elementary Education in honor of his elderly old mother, saying “I have been meaning to do this for a while.” The donor had never received 1:1 outreach before.
#dxowins
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A DXO just received a verbal commitment for $50k from a previously unresponsive donor.
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A DXO just met with a donor who had no previous interactions. After their meeting, the donor is documenting a $250k planned gift.
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A DXO sent a “breakup email” to a non-responsive donor. The alum eventually responded and they spoke for an hour at 4:30pm on a Friday. The next week, the alum documented a $1.5MM estate gift.
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A DXO just closed a $12,000 scholarship gift.
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“The donor told me that he recently re-wrote his will, and in doing so he decided to rearrange his charitable giving and give more since he attributes the success of his career to us. He also allocated 20% of his estate to us and will document that!” - insights from a DXO
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An unhappy alumnus responded to DXO outreach. After just a few meetings, the alum made a $150,000 gift.
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A DXO has been working with a donor with a total lifetime giving of $935. After practicing polite persistence, the donor just requested paperwork to document a $250,000 planned gift.
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A DXO held 11 meetings in one week, and 19 in one month.
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A DXO booked a $50k gift after adding a prospect to the Introduction Cadence.
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A DXO reached out to a donor who hadn’t received any personal outreach after making a $14k gift. The donor accepted a meeting with the DXO, and subsequently documented a $1.2MM planned gift.
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Within two months on the job, a DXO secured a $100,000 cash gift to start an endowed fund.
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A DXO practiced #politepersistence with an alum for 8 months. On Thanksgiving, the donor wrote the DXO a note, saying “I have named [institution] as a beneficiary of my trust which owns my summer house on Martha’s Vineyard. Happy Thanksgiving.”
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The last week of each month the DXO team sits down with prospect research to discuss 30-40 new “hot” prospects. Each DXO chooses 10 prospects and reaches out. All DXOs have uncovered at least one major or planned gift from these “hot” new prospects each month.
#dxowins
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A DXO secured a $10k renewal and is discussing an additional $10k gift to a new program.
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Last year, a donor gave $2k in December. A DXO reached out consistently for a year (#politepersistence!). This year, the donor committed to a $10,000 year-end gift.
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A donor’s response to a DXO’s introduction video: “"This is so creative and made me want to book a meeting with you!"
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A DXO just booked her first donor meeting, after two days on the job.
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A DXO just booked his first meeting with a donor who's household net worth is $4.5MM.
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After two weeks on the job, a DXO has two verbal gift commitments.
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A high-net-worth alum had never gotten 1:1 outreach before the DXO program. Now, through DXO outreach, the alum donated an in-kind gift of her father’s entire art collection; a $100k endowed gift to create a designated space to house the collection, and a bequest gift of 50% of her estate to support the exhibit in perpetuity.
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By leveraging digital technology through the DX program, an institution will see a 300 percent increase in the number of supporters they are able to connect with on a one-to-one, personalized basis.
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A DXO held two donor meetings in their first week on the job.
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A DXO facilitated an introduction between a donor and an MGO. The donor’s annual gift just came in at 300% higher than last year.
#dxowins
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“I was blown away by the personal message and felt compelled to reply after reading it. I get a lot of email outreach most days but this one was so individual to me. Thank you for making such an effort like that. I would be happy to book a call with you next week.” - an alum’s response to a DXO’s introduction video
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A DXO just secured her first major gift of $25k to support co-curricular learning. The donor is now talking about making an endowed gift.
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A DXO booked two meetings this week, and is now working out details on a $100K planned gift for the Library and a $53K planned gift for the Aerospace program.
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“How unique. Over the many years and numerous donations, I’ve never received a personal thank you like yours. It’s great to put a face to the institution where my donation was sent.” - an alum’s response to a DXO’s introduction video
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After 32 emails, 6 calls, and 4 Zoom meetings, a DXO just closed a $10K scholarship gift.
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A DXO just closed a $50k estate gift. The donor was discovered, cultivated, and closed through the DX program.
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A DXO connected with a donor who gives $100 annually, but has never received 1:1 outreach. After meeting with a DXO, the donor increased her annual gift to $450. Imagine if we got even 25% of portfolios to make a 4.5x increase of their gift like this one?
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A DXO connected with a donor on LinkedIn. He responded immediately and set up a meeting. At the end of the meeting, the donor revealed he wanted to give $250k to fund a clinical fellowship.
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A DXO practiced polite persistence and just 4x’d a donor’s annual gift.
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After meeting with a DXO, a $2500 annual donor is now considering a $100,000 endowment gift.
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After three emails from a DXO, a donor responded, “Upon my death, I am giving $250,000 to [institution]...I will continue to give on a yearly basis as well." This is the first time the institution learned of the donor’s planned giving intentions.
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A DXO just hit her one-year mark, and has been promoted to Major Gift Officer.
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A DXO politely persisted to keep in touch with an alumni couple with a lifetime giving of $9k. The couple indicated that they were considering documenting a planned gift. The DXO looped in a major gifts officer to assist with the process. A number of visits later, the couple committed to an $800,000 planned gift.
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Donor Experience

Dramatically
expand coverage

A Donor Experience (DX) Program changes the game, letting you manage thousands of your best, overlooked prospects.

10x coverage of your pyramid and create major gift pipeline by connecting with donors via consistent, ongoing outreach.

Make donors feel valued, build better long-term relationships, and prime them for a lifetime of giving.

Build and run Donor Experience programs

We took traditional one-to-one fundraising and stripped out every inefficiency. 

No travel. No committee meetings. No event planning. No time lost wading through spreadsheets or your CRM.

DXOs focus exclusively on building relationships with 1,000 or more donors, closing and stewarding gifts, and identifying new major gift leads.

Personalization is the priority

Generic email blasts and phonathon voicemails don’t get it done.

With access to EverTrue’s TrueView profiles which provide a stream of continually updated engagement, wealth, and career data, DXOs easily create and personalize outreach based on each donor’s interests, affinity, giving history, and more. 

Intelligent guidance for fundraisers

DXOs are responsible for reaching out to 50+ donors each day.

Using EverTrue’s software, they start every morning with a list of everyone who needs a call, email, or text based on each donor’s engagement or stage. Then they plan and execute outreach, visits, and contact reports all in one place. 

By guiding these fundraisers on who to talk to and when, we allow them to focus only on personalized qualification, cultivation, and stewardship.

Engage your best, overlooked prospects

We build DXO portfolios for you using our proprietary insights and scoring to spot unassigned donors with the greatest giving potential.

We look at past giving, current engagement, wealth, interests, career insights, and more to identify the next generation of major gift donors. With each DXO assigned to 1,000 or more people, you can easily 10x the number of managed prospects.

Clear activity metrics and ROI

With ongoing, in-depth reporting, you’ll stay on top of activity, portfolio coverage, and prospect stages. 

Our DX Program Managers — all former fundraisers — are responsible for ongoing oversight of your DXO program and report regularly on donor retention, upgrades, reactivation, revenue, and projected pipeline.

It's all about Polite Persistence

From video messages to breakup emails and 1-2 “punches” in between, we’re breaking it down with the THREE things you need to get started today. Ready to get politely persistent? 

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