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Work Smart on the Frontline
EverTrue’s advancement automation software eliminates busy work and lets development officers focus on building relationships and making asks. Gift officers work faster and smarter using mobile-friendly tools to plan trips, find prospects, and manage portfolios. Teams can quickly file and search contact reports, report on progress, and track moves management.
- Plan trips in minutes
- Track team and individual pipeline
- Manage portfolios by stage, interactions, net worth, and more
- Find and secure more filler visits
- Search all contact reports by keyword
- Travel free of paper and binders
Ditch the spreadsheets. EverTrue puts all your prospects in one place—helping you track recent interactions, get out on the road faster, build strong relationships, and increase support for your institution.
EverTrue travels with you, giving you access to every prospect and trip everywhere you go. Access donor information and log contact reports and interactions from your smartphone.
Get a clear look at how the frontline team is performing. Activity reports help leaders and development officers track key metrics, manage proposal stages, and report on pipeline.
Create and Complete Trips Quickly
Drag-and-drop trip-planning lets you put together an itinerary in minutes. Use Google Maps or Waze to automatically guide you from meeting to meeting. Dictate contact reports right from your phone, too.
Seven years ago, the Rochester Institute of Technology took a gamble and implemented an innovative approach to connect with more high-capacity prospects. Its Development and Alumni Relations team created a “constituent engagement specialist” (CES) position to help reconnect with alumni,
Nearly two years ago, I wrote a piece about the rise of the digital gift officer. I was working at Cornell University’s office of alumni affairs and development and had just received a 350-person portfolio. We dared to offer the
We talked with Anna Schlia, director of advancement for the University of Rochester’s Eastman School of Music about building a portfolio from scratch. Anna’s been at Eastman for three years and now carries 150 active prospects, but she started with