DonorSearch identifies prospects in your database with the capacity and intent to give.
Missed the live session? Watch our on-demand webinars anytime to get guidance from industry experts.
DonorSearch identifies prospects in your database with the capacity and intent to give.
Missed the live session? Watch our on-demand webinars anytime to get guidance from industry experts.
Signal provides the insight, structure, and daily workflow they need to reach more people with less effort.
Give fundraisers a single place to work, pulling together donor activity, history, and outreach so the entire day feels more productive and donor-centered.
Fundraisers start
each day knowing
who to reach out to.
Key donor context is organized and ready when they need it
Built-in outreach tools and simple workflows remove friction from the day.
A shared, real-time view of activity helps leaders coach and teams stay coordinated.
Signal consolidates donor history, interactions, and updated career information into clear, usable summaries. Fundraisers can also generate AI-supported versions when they need a faster way to review long records or get ready for travel.
Call, email, and record video messages directly in the platform, while tasks and cadences keep relationships moving. AI can also help draft or suggest follow-up tasks when momentum is needed.
Explore stories from teams who are engaging more donors, showing more impact, and growing generosity with ease.
Boston University strengthened its major gift pipeline using cadence-based outreach powered by Signal by EverTrue. Personalized, multi-touch journeys helped surface three $100,000 current-use gifts and a planned gift from a donor whose lifetime giving had previously totaled $1,000. Signal enabled personalization at scale, clear engagement tracking, and focused discovery that turned quiet prospects into real opportunities.
Using Signal by EverTrue, KU Endowment expanded engagement far beyond the traditional 10% of prospects reached each year. Tiered portfolios and automated cadences helped drive $17.7M in giving tied to DXO engagement, thousands of gifts, and consistent pipeline movement, while creating clarity and alignment across fundraising teams.
Boston College brought its year-end “Calling All Eagles” campaign into one shared, structured workflow using Signal by EverTrue. What was once a spreadsheet-heavy, manual process became a coordinated, full-team cadence that aligned development assistants, major gift officers, and digital giving in one place. The shift led to faster execution, cleaner segmentation, higher completion rates, and improved confidence across the team. By centralizing outreach in Signal, BC turned a chaotic year-end push into a repeatable, trackable campaign that scaled personalized engagement when it mattered most.
Consolidated donor records with engagement history, activity signals, and portfolio-based segmentation.
AI-generated donor summaries, suggested next steps, and cadence-based outreach support.
Portfolio-level visibility with tasks, cadences, and structured workflows to keep outreach moving.
Email, calling, and video outreach with automatically logged interaction history.
Prep, add notes, and complete tasks on iOS and Android devices while on the go during visits.
Integrations ensure your team has accurate information and smooth workflows
across every system.
Signal is a donor engagement platform that helps fundraisers prioritize outreach, prepare for donor conversations, follow up consistently, and document interactions. It centralizes donor activity, summaries, tasks, cadences, and communication tools in one place, giving advancement teams a simple workflow for managing portfolios and improving donor engagement.
No. Signal works alongside your existing CRM as a system of engagement—not a system of record. It helps fundraisers do their daily work efficiently, while your CRM remains the source of institutional data, reporting, and long-term record keeping. Signal integrates seamlessly with CRM workflows.
Signal supports the entire fundraising office—major gift officers, mid-level fundraisers, annual giving teams, donor relations, and advancement leadership. It’s especially useful for teams managing large portfolios, high visit volume, or fast-moving donor pipelines.
Yes. Signal uses AI in key areas that save fundraisers time: generating natural-language donor summaries, offering suggested follow-up tasks based on recent activity, and supporting message drafting for outreach. All AI usage is designed to help fundraisers prepare faster and stay organized—never to replace personal judgment or relationship-building.
Absolutely. Signal includes profile summaries, updated donor information, recent activity, and on-the-go access. Fundraisers can review donor insights before a visit, add notes afterward, and plan travel days using features that surface nearby constituents and quick-read summaries.
Signal offers structured tasks and reusable outreach cadences to help fundraisers follow up consistently. After calls, meetings, and emails, Signal can generate suggested next steps so relationships continue moving forward. This reduces missed touchpoints and helps teams maintain strong stewardship at scale.
Yes. Signal is fully accessible on mobile, allowing fundraisers to review donor profiles, capture notes, complete tasks, and plan meetings on the go. It’s designed to support travel-heavy gift officer schedules and campus visit days.
Yes. Signal includes built-in outreach tools such as email, Signal Phone for calls, and video messaging capabilities. All interactions are automatically tracked in the platform, making portfolio management and stewardship easier to monitor.
Signal provides activity insights that show pacing, outreach volume, donor movement, and portfolio traction. Leaders can see where fundraisers are making progress, where support is needed, and how the pipeline is developing—without requiring manual reporting or extra meetings.
Get a personalized walkthrough of how Signal helps your team prioritize outreach, prepare faster, and keep donor pipelines moving.
