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

University of Virginia Logo
Wahoo(s)! Why the University of Virginia is All-in with EverTrue
September 20, 20180 Comments

We’re beyond thrilled to announce our enterprise partnership with the University of Virginia! You may have heard that UVA just announced a $5B fundraising campaign. The University selected EverTrue to help them achieve this goal and we are so excited

Tips for EverTrue Users
EverTrue Tip: Gift Alerts for >$500 Donations, When Alumni Connect on Facebook, and More
September 19, 20180 Comments

Did you know you can set location-based alerts for EverTrue searches? We’re showing you how in this month’s featured search.   Use the “saved segment” to set up smart searches that notify you whenever new people meet the criteria. You

Engage, Share and Learn with EverTrue U
September 10, 20180 Comments

Coming out of RAISE this July, I was inspired by the energy and creativity that we created together with hundreds of advancement professionals, gathering to share ideas and learn together. Every year at RAISE we hear from our customers and

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