Major Gifts
Make relationship building your priority
Crush goals with easy access to information everywhere you go. And stay on top of your portfolio, goals, and trips, with beautiful tools and intelligent alerts.
With Relationship Management, we save fundraisers hours every week and help them double — even triple — qualifications
Get out on the road
When you’re closing gifts, you can’t always be at your desk, but you shouldn’t have to leave any information behind. EverTrue works on every device so you’ve got full access to your portfolio everywhere you go. Our tools get you executing trips, logging contact reports, and delivering proposals faster than ever.
Take charge of your portfolio
Organize development officers into teams, then track progress against goals for everyone. With custom stages, smart alerts for stale prospects, and automated notifications of new gifts and hot leads, it’s so easy to build and manage portfolios.
Keep tabs from qualification through proposal
Get a crystal-clear look at the progress of every prospect. You’ll stay on top of gift pipeline by tracking time in stage, performance against goals, and closed gifts. Managers and gift officers alike can quickly check key metrics at any time.
Plan trips in one place
Build a prospect list with just a few taps and put together an entire trip in minutes. Drag-and-drop your schedule to keep everything straight when you’re on the road. You’ll prep for meetings and enter contact reports right from your phone. And use Google Maps or Waze integrations to get from one meeting to the next.
Automatically uncover and qualify the best prospects
With TrueView insights, we continually refresh constituent profiles with incredibly useful information: giving history, wealth and capacity scores, digital engagement, career info, interests and more. Combine all of this information for automatic alerts about new donors in your region, your most-engaged potential prospects, or candidates for the next one-off project or campaign.
Timely and topical follow-up is the key to closing gifts
With EverTrue the solicit stage becomes crystal clear. You’ll not only know what to ask, but when to do it. Detailed summaries of digital engagement and interests are just a click away. We’ll propel you to action with smart alerts and notifications. Stay on top of goals and organize your trips with powerful trip-planning tools.
Features for Major Gifts
- Mobile access to all the info you need
- Drag-and-drop portfolio management
- Simple trip-planning and execution
- Write or dictate contact reports
- Individual and team management and reporting
- Automatically surface new, qualified prospects
- Daily task management and activity prompts
- Gift alerts and notifications
- Keyword search for contact reports
- Create and write proposals
"When I think of EverTrue the word that comes to mind is efficiency. It's helping me get the data that I need, in my hand, at the time that I need it, in an actionable format that helps me work more efficiently and be better at what I do."
