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. (Learn more: EverTrue Premier)
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.
The donor experience funnel
DXOs take a funnel approach to fundraising. It starts with the data to pre-qualify prospects and reveal donor interests and engagement.
Then DXOs connect regularly with donors around their passion points, stewarding their past gifts and making renewal or larger asks when the time is right.
This approach drives donor and revenue retention and builds relationships that lead to new major and principal gift pipeline.