Using Trips & Meetings for virtual and in-person visits
Advancement shops across the country are opening up, resuming travel, and meeting face-to-face with donors for the first time in a long time. Chances are,
The 3 Types of Visits Every Gift Officer Should Have
The one-on-one visit is the foundation on which all gift officers build sustainable relationships with donors. Visits can jumpstart a relationship between a donor and a
A MapPoint Alternative for Advancement Professionals
Bummed that Microsoft discontinued MapPoint? We hear you. It’s been a staple in advancement offices for years, and without the ability to map your donor
What to Do When the Prospect Cancels [The EverTrue Evangelist]
This is another installment of The EverTrue Evangelist, a blog series about the challenges facing advancement professionals and how EverTrue’s GivingTree can help. If you missed Jim’s first two posts,
