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

Automatically find leads for filler visits or cold outreach using TrueView insights including giving history, wealth and capacity indicators, digital engagement, Facebook insights, career information, interests, and more. 

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

Featured Content

RAISE Podcast: Jim Husson, SVP of University Advancement on Stock Market Crashes and Crushing Goals
November 11, 20190 Comments

  Jim Husson has seen it all in his 30+ year career in fundraising. He started his advancement career as the Assistant Director of the Annual Fund at Northfield Mount Hermon. He is currently the Senior Vice President of University

Starting and Running a Digital Gift Officer Program
November 8, 20190 Comments

Let’s think about your donor experience as an alum. What if when you gave to your alma mater… You got a thank-you phone call. From someone who asked why you gave back and if they could get you more information

The Next EverTrue 201 Will Have You Planning the Best Trips of Your Career
October 29, 20190 Comments

Whoever said the journey is the destination has never gotten off a 24-hour flight and gone straight to enjoy a mai thai at a beach bar in Indonesia. If they had, they’d know the destination is the destination. That’s a

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Learn How EverTrue Can Work For You.

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