Major gifts software that engages your entire donor pyramid

Empower your major gift officers to crush their goals with our suite of major gift software solutions. Stay on top of donor portfolios, proposals, and trips all while on the go, thanks to EverTrue’s intuitive tools, intelligent alerts, and in-depth performance metrics. 

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Everything you need in a major gifts software solution

  • App availability for constant access
  • User-friendly portfolio management
  • Simple trip-planning and execution
  • Streamlined contact reports creation
  • Individual and team management and reporting
  • Automatic prospect identification and qualification
  • Daily task management and activity prompts
  • Gift alerts and notifications
  • Keyword search for contact reports
  • Donor communication creation and outreach tools

Save hours every week and double—even triple—qualifications

Blast off with new insights

Track fundraiser performance and propel activities using Signal’s metrics and smart insights. With a suite of widgets designed to keep major gift officers and managers on top of portfolios, you’ll know who’s crushing goals and who has room to grow.

Take charge of your portfolio

Organize development officers into teams, empower them to set goals, and track their progress. Building portfolios and hitting milestones is a breeze with custom stages, smart alerts for stale prospects, and automated notifications for new gifts and leads. 

Build the major gift pipeline of your dreams

Have a crystal-clear view of where every prospect is in their donor journey. Build a reliable major gift pipeline by tracking time in stage, performance against goals, and closed gifts. Managers and gift officers alike can check key metrics at any time, helping them build candidate relationships and stay on top of their goals. 

Automatically uncover and qualify the best prospects

Backed by DonorSearch’s extensive databases, Signal continually refreshes constituent profiles with the donor information your major gift officers need: giving history, wealth and capacity scores, digital engagement, career updates, interests, and more. Put this information to work to create automatic alerts about new donors in your region, your most-engaged potential prospects, or candidates for the next project or campaign.

Plan trips in one place

Easily meet up with alumni, donors, and volunteers, thanks to EverTrue. In the same tool you store major giving candidates’ profiles, your team can plan conversations with high-potential donors around anchor visits, host video chats, and schedule donor outreach weeks ahead of time.

Get out on the road

When you’re closing gifts, you can’t always be at your desk, but you also don’t have to leave any information behind. EverTrue works on every device, providing full access to your portfolio everywhere you go. Our major gift management tools help you execute trips, log contact reports, and deliver proposals faster than ever.

 

Elevate the donor experience

We help you run Donor Experience (DX) programs to identify and build relationships with future major gift donors, expanding one-on-one coverage. Guide your major gift officers, increase their activities, and build a major gift pipeline.

Major gift officers across the country love EverTrue

Your major gifts software questions answered

Major gift software primarily helps nonprofits do three things:

  • Identify major giving candidates. Often, potential major donors are hiding right in your donor database. The right major gift software, like DonorSearch by EverTrue, should help you research your donors to identify their wealth and affinity markers.
  • Cultivate major donor relationships. Between maintaining detailed donor profiles, providing trip management tools, and offering communication features, your major gifts software should empower you to build lasting relationships with all of your giving prospects.
  • Manage major gift officers. Major gift officers often juggle relationships with multiple major gift prospects, all at different stages of their donor journey. Software like Signal by EverTrue helps major gift officers set goals, manage their portfolios, and stay accountable.

Pipeline building is essential for a stable major gifts program, and investing in comprehensive major gifts software is a good first step. 

From there, leverage your new software, nonprofit connections, and knowledge of your donor community to identify prospective major donors. Then, use your software to track interactions, plan follow-up outreach, and continually identify new giving candidates. 

EverTrue offers a range of products that support various aspects of major giving. These include:

  • Signal, our donor management platform that helps you surface prospects and engage them at scale 
  • DonorSearch, our best-in-class AI-powered prospect research platform that helps you identify your most promising prospects
  • ThankView and Pledgemine, our video creation and direct mail tools that help you add a personal touch to all donor outreach

Ready to Unlock the Potential of Your Entire Donor Pyramid?

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