Resource Library
We’re bringing the best thinkers in advancement together to share best practices and more. Check out the line up of upcoming webinars.
Join members of the EverCrew as we question, create, and explore the future of advancement and fundraising!
Join us for tips to train a new teammate for success, set appropriate goals, and ensure they hit the ground running.
TrueView — it’s the ultimate donor profile.
See the new insights and info we’ve added to EverTrue profiles. And learn how to use them to connect with more prospects or find the right audience for your next appeal or event.
We’ve made a ton of updates to Volunteer by EverTrue… and you just need to see what’s new!
We ran through the latest and greatest and answered all your questions in this webinar.
Watch this conversation that goes deep on the ins and outs of managing successful teams and we promise you’ll leave a better manager (or be more prepared for that next promotion).
James Stofan, VP of the Tulane University Alumni Association, shares how he is driving and measuring engagement among Green Wave grads and how those connections led to major success in engagement.
Hear how the University of Virginia is using EverTrue to give fundraisers the information and tools they need to work more efficiently, meet more prospects, and build stronger relationships with donors.
You can replicate Kansas State’s approach using various tools and searches in EverTrue, uncovering new donors, tapping new sources for gifts and improving your institutions fundraising approach.
New Gifts, Upsells, and Retention: Taking a sales-based approach to building a leadership giving program
Today, four of every five high net-worth prospects aren’t cultivated and 43% of the most engaged, high-capacity donors remain unassigned. Something needs to change if we want to build tomorrow’s major gift pipeline.
Learn how your institution can build relationships with more prospects and move them through the giving funnel, with a leadership giving program.
These seven tips will help you focus your efforts so you can develop better insights on potential donors, prioritize contact with prospects in your portfolio, and build meaningful relationships.
In this two-part demo, you’ll learn how to plan a trip in EverTrue using Relationship Management. We’ll also cover managing your trip and portfolio from the road.
In this webinar, we’ll show you the best ways to step up your team’s LinkedIn game and take advantage of all the platform’s tools to build meaningful connections with alumni and discover new prospects.
Hear how every development and alumni relations team can take advantage of all the free tools Facebook offers. Learn how to grow your following, pro-tips for Facebook Ads, use newer tools like Facebook Donate and Facebook Events, and more.
Drive social engagement this fall that will fuel segmentation for #GivingTuesday and beyond while building leadership and major gift pipeline for your next campaign.
Watch this demo of Volunteer by EverTrue to see both the volunteer and the admin experience. Learn how to identify and manage your volunteers and monitor their success through the admin panel. Navigate the volunteer facing website and mobile app to view assignments, reach out to peers and log interactions.
Hear how UConn worked to customize Blackbaud Enterprise CRM and added EverTrue to unleash the potential of its frontline fundraisers.
Now its team travels with instant access to better data in the office and on the road. UConn gift officers are using powerful mobile tools to reach new prospects, manage portfolios, record contact reports, and more.
Want to be inspired? You can relive the magic of RAISE 2018 with access to video and slides from the conference. With more than 30 speakers sharing the stage, there were literally hundreds of takeaways over two very full days. Visit the RAISE resource page for new ideas and tactics that you can use in your shop.
In this conversation with Laura Day, Director of Annual Giving at Williams College and Deb Vanecek, Director of the Annual Fund at Millbrook School, we talk about the importance and impact of peer-to-peer outreach, how to recruit volunteers and equip them for success, ideas for reaching “unreached” non-donors, success metrics, and more.
Listen to this conversation between Aric Walton, AVP for Development and Alumni Relations at Bowdoin College, and Courtney Camps, our VP of Customer Success, on change methodology and creating buy-in across advancement organizations. Learn more about introducing change in your advancement organization (and why it’s not as hard as it looks).
See how the University at Buffalo and the Oregon State University Foundation uses social media to disrupt the traditional giving pyramid to discover more prospects, secure more annual donors, and drive attendance to events.
Hear how the Virginia Athletics Foundation and the UNC Rams Club are turning fans into donors. You’ll learn how these teams are broadening the donor base and building major gift pipeline by harnessing digital insights and social engagement.
Mike Reopell, Director of Advancement Information Services at Williams College, talks about how EverTrue fills the gaps left by traditional databases and empowers end-users.
Kathy McCann, Director of Advancement Information Services at Union College, explains how EverTrue changed the model for their gift officers.
EverTrue puts engagement and giving data in the palm of your hand — helping you prospect, personalize outreach, manage pipeline and increase support for campaigns, scholarships, facilities and teams.
Learn how to use the power of EverTrue on your smartphone and tablet. Build searches, record interactions, and manage your portfolio from everywhere — no desktop required.
Find out how Boston University is using social engagement to support annual fund outreach, drive event attendance, and build campaign pipeline.
Learn how development teams are using EverTrue’s mobile tools to improve collaboration, find new prospects, plan trips, record contact reports, and more.
In this eBook, you’ll find proven tactics for creating a volunteer program that’s built to succeed. Get insights straight from annual fund leaders at institutions like Amherst College, Carleton College, the College of William & Mary, and Kenyon College.
In this EverTrue masterclass, CEO Brent Grinna is joined by Boston University’s Patrick Hewett to share how BU is using EverTrue to align frontline fundraising, alumni relations, and digital communications efforts.
In today’s advancement climate, the expectations of donors, volunteers, staff, and leadership have changed. Learn how Williams College has partnered with us to achieve the vision of a digital advancement office.
What if you could deliver a personalized experience for all of your donors—without increasing the resources needed or time and energy spent? In this whitepaper, learn how to segment your constituents to personalize your annual fund outreach in an efficient and scalable way.
Learn about the intersection of social data and fundraising at Cornell University with Brent Grinna, CEO of EverTrue, and Keith Hannon, Associate Director for Digital Innovation at Cornell Alumni Affairs & Development.
Listen and learn as EverTrue’s Jim Zimmerman and Case Western Reserve University’s John Templeman explore how to inspire giving in each and every generation.
Hear why Laura Day, director of annual giving at Williams College, has partnered with EverTrue to deliver a beautiful online giving experience for their alumni and donors.
The newest trend in fundraising? Social media data. In this whitepaper, learn how to get started using social data for prospect discovery and donor identification.
If you work for a university, you may have noticed the ceiling above your head creaking a bit. Maybe it’s just the building settling, or maybe it’s the sign of a problem “overhead” with the foundation.
In this Fireside Chat episode, Andy Lasselle and Drew Phillips of the OSU Foundation research team share how they have been incorporating social data into their prospect research workflow with the help of EverTrue.
“Data science” and “big data” have become increasingly buzzy terms in the nonprofit sector. In this whitepaper, Keith Hannon interviews data experts to explore how organizations are using data science to streamline fundraising initiatives and create better experiences for donors.
Four generations of donors are waiting for their moment of inspiration. Do you know how to create the moment that will move each one to action? Listen and learn as we explore strategies for donor engagement across generations.
While some institutions are still struggling to implement a social media engagement strategy for their advancement operation, other schools are upping the ante by utilizing social media to hook their big fish.
Think you’re JUST a database manager? Think again. With the rise of big data, it’s time for advancement services to rethink its role on a fundraising team.
Learn how the annual fund team at The Lawrenceville School is using EverTrue to supercharge their online giving efforts and raise support for targeted initiatives.
Your donors are changing, and so should you. In this whitepaper, discover the philanthropic giving preferences of the four living generations and how to motivate each generation to give.
When it’s crunch time to bring in those annual fund dollars, you’ll want to have this quick and easy GivingTree search up your sleeve.
If we’re truly passionate about the importance of our industry, we need to aim higher than “flat” alumni participation—and the only way to do that is to change our definition of communication.
Your organization’s giving form can make or break a donation. Why drive donors away with a messy, complicated giving process? Check out our 4 best practices for an online giving page.
Joe DeMadeiros, VP of Advancement, and Cheri Sullivan, Director of Advancement Services, chatted with us about how the St. Edward’s advancement team has been using social data from EverTrue to power their fundraising efforts.
While higher-ed fundraising brings in record totals, alumni participation has steadily dropped over the past 20 years. In this whitepaper, we dive into the steps higher ed can take to address this negative trend.
In this roundtable discussion with the advancement team at St. John’s Prep—including Chief Advancement Officer Kevin Collins—learn how St. John’s is using the EverTrue platform to better engage alumni and identify more donors.
Learn how to set up your advancement team for success by tracking progress across annual giving, alumni relations, prospect research, and major gifts.
With the long-term legacy of our schools and nonprofits at stake, fundraising is as much about the future as it is about the present—and we won’t move forward as an industry until we figure out donor retention.
Prospecting is like yoga—what works for some doesn’t always work for others. What’s important, though, is that you experiment with new tactics.
EverTrue presents the top higher-ed crowdfunding programs, featuring 20 colleges and universities with innovative fundraising techniques.
Advancement today is plagued by bad data and poor insights. Why stick with the status quo? Learn why the emerging methodology of social donor management is the future of advancement.
Higher-ed advancement has reached a crossroads: either change the status quo or sink. Listen as Keith Hannon of Cornell Alumni Affairs & Development and Jim Zimmerman of EverTrue discuss what higher ed can do to stay afloat.
In the past few years, online giving days have exploded in popularity across academic institutions. Check out the 20 best giving days at schools across the country!
If you’re not using LinkedIn, you’re missing out on a valuable opportunity to understand and connect with your donors. Let EverTrue’s Jim Zimmerman, former Director of Development at Middlesex School, show you the power of LinkedIn for advancement.
Marquette University’s Tim Cigelske shares words of wisdom for institutions looking to fundraise through crowdfunding.
In this SlideShare, learn about the value of LinkedIn from 10 Advancement VPs with top-notch profiles, and discover ways to optimize your own.
We crunched the numbers to find out which liberal arts colleges have the most alumni who want to give back. Who made the top of the list?
In the first episode of EverTrue TV, our founder and CEO Brent Grinna gives an overview of the emerging methodology of social donor management (SDM) and how it can streamline your work in advancement to make you (and ultimately your team) more efficient and productive.
The first step of social donor management (SDM) is to cultivate a highly engaged audience on your social media platforms. Here’s your crash course on how to build those online relationships for fundraising success.
What’s the second pillar of social donor management (SDM)? Understand. This episode shows you how to better understand your constituents through insights from social media.
Don’t leave the ask to chance. In this episode of EverTrue TV, learn how to make better asks as our founder and CEO Brent Grinna explores the third and final pillar of social donor management (SDM).
In Ep. 5 of EverTrue TV, our founder and CEO Brent Grinna shows you how to get the most ROI out of your Facebook efforts by boosting a post… in three simple steps!
The LinkedIn Checklist for Advancement is geared to advancement, alumni relations, and development professionals looking for ways to be better informed and to keep a professional fundraising presence.
Changing old habits is hard. However, by incorporating these seven new habits into your workday, you can help both yourself and your team more efficiently reach your fundraising goals.
Rule #1 of reunion crashing: Never make a trailer about your reunion crashing. Oops!
As your constituents migrate to platforms like Facebook and LinkedIn, learn how to build your institution’s impact on social media to reach this large and engaged community of potential donors.
In this eBook, you’ll get a list of titles loved, respected, and some even written by fundraisers that will feed both your professional and personal souls.
Explore the outcome of EverTrue’s first analysis—conducted in partnership with Brown University—of Facebook’s ROI potential through social donor management.