Prospect Research
More information, more prospects
EverTrue gives prospect researchers more information than they’ve ever had by bringing together always-fresh insights from social media and prospects’ digital footprint. Save searches to automatically find, qualify, and refer new major gift prospects.
Tap into streams of always-fresh insights to find your next, best major gift prospects
Discover hidden prospects
Engagement scores, social activity, wealth information, career data, interests and more make up our always-fresh TrueView profiles. Get never-before-seen insights into the donors hiding in plain sight.
Uncover wealth indicators
Net worth calculations, home values, median incomes, wealthy neighborhoods and more are available within seconds thanks to information from Zillow, the US Census and more.
Get accurate, timely career data
Most institutions only update career information reactively on a one-off basis. With our Career Moves add-on you’ll get human-verified updates every quarter, so you can stay in touch with alumni as they shift careers and move across the world.
Automate discovery to make your life easier
Set up notifications and alerts for searches that run continually, so you’ll know when new prospects pop up without having to wade through the same data day in and day out.
Understand the likes
Engaged alums are waiting to hear from you. Discover exactly what excites your potential donors and refer them to gift officers who are raising money for those priorities.
Simplify prospect development
Drop prospects into gift officer portfolios and create qualification pools in seconds. Track time in stage, proposals, and pipeline and, finally, leverage the full power of contact reports.
Spot prospects in a flash and move them to the next step
With a deep understanding of who people are and what they’re interested in, find previously unknown prospects and direct them to the annual fund or major gift portfolios, setting them off on a journey that matches their interests and engagement, increasing their likelihood of giving.
Features for Prospect Research
- TrueView profiles loaded with always-up-to-date information and insights
- Facebook interactions and interests reveal prospect engagement and affinity
- Wealth indicators like net worth, income, job titles, and home values
- Export all enriched data
- Use 80+ filters to build custom saved searches and automate prospect discovery
- Keyword search contact reports
- Drag-and-drop portfolio management
- Map-based searches to create lists for gift officers
- Launchpad with alerts for stale prospects
The research team from the University of Iowa explain how they use engagement data to uncover new major gift prospects, funnel them into fundraisers’ portfolios, and arm their frontline team with the “full picture” of their prospects ahead of meetings.
