ROI

of a Donor Experience Program

We analyzed the data of Donor Experience Programs across the EverTrue community. Read on to see what we learned…

1,000+ people in a portfolio. Fully remote fundraisers. Technology that delivers deep donor insights and propels activity.

This high-volume approach to building personal donor relationships has spread across the country. With 40+ institutions now running a Donor Experience Program, it’s a proven way to reach donors, secure leadership gifts, and build major gift pipeline.

Here's the proof

Being part of the EverTrue Donor Experience community has allowed us to move a lot faster, ideate with industry partners, and stay focused on reaching our goals.

DXOs Drive New Gift Revenue

Not only did institutions with a Donor Experience Program dramatically increase prospect assignments, activity, and meetings, they raised more money.

On average, colleges with a Donor Experience Program raised 51% more from these DX-assigned prospects than they did in FY20.

2 x

Donors who met with a DXO gave more than twice as much as they did the year before.

I’m a big believer in this concept of polite persistence and cadence-based outreach that EverTrue introduced to us. I wish I had this 15 years ago.

Revenue Volume

No Data Found

On average DX programs saw

46% revenue increase from FY21
51% revenue increase from FY20

Even More Room to Grow

Top-five performing organizations raised 83% more year-over-year from prospects assigned to a DXO as they followed EverTrue’s touchpoint plans and emphasis on meaningful, one-on-one engagement at scale.

No Data Found

We’re generating more than 125 interactions a month, leading to even stronger retention and revenue numbers. Plus the team has created dozens of new leadership annual giving and major gift opportunities.”

DXOs Reach More Donors

The right technology doesn’t replace person-to-person interactions for fundraisers. It amplifies those connections.

An EverTrue Donor Experience Officer (DXO) manages 8x the prospects of a typical fundraiser (125 prospects).

No Data Found

Meeting Volume

No Data Found

They cover their entire portfolio annually by reaching out to 24 or more prospects a day. Each morning, EverTrue supplies DXOs with a list of prospects to contact along with clear insights into that person’s giving history, engagement, and interests.

That makes it easy to craft a custom message for every prospect — whether it’s an email, phone call, text, social media message, or meeting — and continue to consistently reach out.

Our donors love to be contacted and engaged in this way… We reached more people in three months of the DX program than we did in the last year. This is the future of leadership and major gifts fundraising.”

0 x

In FY22, prospects assigned to a DXO received 4.65x the engagement than they did in FY20.

No Data Found

More than half of prospects assigned to a DXO had never met with a fundraiser before.

More Engagement = More Meetings

Engagement with donors is great, but it ultimately has to lead to results. EverTrue trains DXOs to pursue meetings and to make asks at the right time.

Typically, these fundraisers are new to a frontline role and their prospect pools are not used to 1:1 outreach, yet they successfully turn engagement into visits.

Prospects assigned to a DXO increased the number of meetings by 70% (FY22 vs FY20).

This program is an opportunity to bring donors in and create a rich experience for them, whether it’s at the principal gift level or the annual giving level... This is allowing us to create deeper relationships with our donors and our alumni."

15% higher
In FY22, donors assigned to a DXO gave at a rate that was 15.1 percentage points higher than the general donor pool.
33% More
The consistent, personal outreach from DXOs proved 33% more effective at reactivating lapsed donors.
Previous
Next

DXO Outreach and Donor Retention

Over the past two decades, the advancement sector has seen a steady decline in donor participation. Teams are tasked with raising more money from fewer donors each and every year.

But the personalized outreach from DXOs has proved to dramatically improve donor retention and reacquisition.

No Data Found

70% of DXOs who leave their role stay in fundraising.

Pipeline for the Future

DXOs get ongoing coaching from EverTrue, helping them become the ultimate future gift officers.

At Santa Clara University, Dianna Gallagher logged several five- and six-figure planned gifts in her first few months of donor outreach. 

Other institutions use their Donor Experience Program to recruit and train the next generation of fundraisers. As of fall 2022, more than a dozen now-former DXOs have been promoted to other roles within their organization.

Through these programs, we are training a group of talented and diverse young people who are new to development in the art of fundraising and modern ways to connect with donors.”

Ready to Talk?

Let’s chat if you’re ready for a conversation about launching a Donor Experience Program or calculating the potential ROI for your shop.

Want to give it a try?
Download our DX Starter kit to get started using touchpoint plans to engage prospects.

ROI

of a Donor Experience Program

We analyzed the data of Donor Experience Programs across the EverTrue community. Read on to see what we learned…

1,000+ people in a portfolio. Fully remote fundraisers. Technology that delivers deep donor insights and propels activity.

This high-volume approach to building personal donor relationships has spread across the country. With 40+ institutions now running a Donor Experience Program, it’s a proven way to reach donors, secure leadership gifts, and build major gift pipeline.

Here's the proof

Being part of the EverTrue Donor Experience community has allowed us to move a lot faster, ideate with industry partners, and stay focused on reaching our goals.

DXOs Drive New Gift Revenue

Not only did institutions with a Donor Experience Program dramatically increase prospect assignments, activity, and meetings, they raised more money.

On average, colleges with a Donor Experience Program raised 51% more from these DX-assigned prospects than they did in FY20.

2 x

Donors who met with a DXO gave more than twice as much as they did the year before.

I’m a big believer in this concept of polite persistence and cadence-based outreach that EverTrue introduced to us. I wish I had this 15 years ago.

Revenue Volume

No Data Found

On average DX programs saw

46% revenue increase from FY21
51% revenue increase from FY20

Even More Room to Grow

Top-five performing organizations raised 83% more year-over-year from prospects assigned to a DXO as they followed EverTrue’s touchpoint plans and emphasis on meaningful, one-on-one engagement at scale.

No Data Found

We’re generating more than 125 interactions a month, leading to even stronger retention and revenue numbers. Plus the team has created dozens of new leadership annual giving and major gift opportunities.”

DXOs Reach More Donors

The right technology doesn’t replace person-to-person interactions for fundraisers. It amplifies those connections.

An EverTrue Donor Experience Officer (DXO) manages 8x the prospects of a typical fundraiser (125 prospects).

No Data Found

Meeting Volume

No Data Found

They cover their entire portfolio annually by reaching out to 24 or more prospects a day. Each morning, EverTrue supplies DXOs with a list of prospects to contact along with clear insights into that person’s giving history, engagement, and interests.

That makes it easy to craft a custom message for every prospect — whether it’s an email, phone call, text, social media message, or meeting — and continue to consistently reach out.

Our donors love to be contacted and engaged in this way… We reached more people in three months of the DX program than we did in the last year. This is the future of leadership and major gifts fundraising.”

0 x

In FY22, prospects assigned to a DXO received 4.65x the engagement than they did in FY20.

No Data Found

More than half of prospects assigned to a DXO had never met with a fundraiser before.

More Engagement = More Meetings

Engagement with donors is great, but it ultimately has to lead to results. EverTrue trains DXOs to pursue meetings and to make asks at the right time.

Typically, these fundraisers are new to a frontline role and their prospect pools are not used to 1:1 outreach, yet they successfully turn engagement into visits.

Prospects assigned to a DXO increased the number of meetings by 70% (FY22 vs FY20).

This program is an opportunity to bring donors in and create a rich experience for them, whether it’s at the principal gift level or the annual giving level... This is allowing us to create deeper relationships with our donors and our alumni."

15% higher
In FY22, donors assigned to a DXO gave at a rate that was 15.1 percentage points higher than the general donor pool.
33% More
The consistent, personal outreach from DXOs proved 33% more effective at reactivating lapsed donors.
Previous
Next

DXO Outreach and Donor Retention

Over the past two decades, the advancement sector has seen a steady decline in donor participation. Teams are tasked with raising more money from fewer donors each and every year.

But the personalized outreach from DXOs has proved to dramatically improve donor retention and reacquisition.

No Data Found

70% of DXOs who leave their role stay in fundraising.

Pipeline for the Future

DXOs get ongoing coaching from EverTrue, helping them become the ultimate future gift officers.

At Santa Clara University, Dianna Gallagher logged several five- and six-figure planned gifts in her first few months of donor outreach. 

Other institutions use their Donor Experience Program to recruit and train the next generation of fundraisers. As of fall 2022, more than a dozen now-former DXOs have been promoted to other roles within their organization.

Through these programs, we are training a group of talented and diverse young people who are new to development in the art of fundraising and modern ways to connect with donors.”

Ready to Talk?

Let’s chat if you’re ready for a conversation about launching a Donor Experience Program or calculating the potential ROI for your shop.

Want to give it a try?
Download our DX Starter kit to get started using touchpoint plans to engage prospects.