Gift Officers

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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.

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  • 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

Work Faster

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.

Go Mobile

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.

Track Performance

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.

Meet with More Prospects

With searchable giving history, wealth indicators, and career and engagement information via partnerships with LinkedIn and Facebook, it’s easy to find leads for filler visits or cold outreach.

Trusted by Development teams — large and small — across the country

Featured Content

EverTrue Product Update
A Delicious Treat: EverTrue’s December 2018 Product Update
December 18, 20180 Comments

Jump to a section in this post: Android updates, iOS updates, Relationship Management, New partnership with Hustle, search contact reports, gift transactions   When was the last time you had to choose between two good options? For me, it was

Back and Better Than Ever: Announcing RAISE 2019
November 19, 20180 Comments

Raise is back. And we’re pretty excited about it. Join us September 19-20 in Boston, MA for RAISE 2019 to spend a few days trading insights and ideas with people throughout the advancement industry and get fresh perspectives from people

TrueTalk: Will You Be 1 of 40 Emails in Our Inbox on Giving Tuesday?
November 16, 20180 Comments

Fair warning right up front: There are some controversial opinions in the newest edition of TrueTalk. The subject is Giving Tuesday and Brent and Courtney have some thoughts. To say the least. No one is questioning the spirit of the

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