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

Summer Checklist: Rebuild Your Gift Officer One on Ones
July 2, 20190 Comments

With the dog days of summer around the corner, the office is a little quiet and the inbox doesn’t fill up quite as quickly. It’s a great time to step back and tackle some bigger issues that are usually on

Summer Checklist: Review Trip Planning with the Rule of Two
June 28, 20190 Comments

With the dog days of summer around the corner, the office is a little quiet and the inbox doesn’t fill up quite as quickly. It’s a great time to step back and tackle some bigger issues that are usually on

Three Ways to Better Manage Gift Officers
June 12, 20190 Comments

Want to increase your team’s revenue by 48 percent? (That’d be a great way to get the trustees to name a building after you.) This secret to growing revenue is simple but takes hard work. According to the Harvard Business

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