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,
We’ll Have You Planning the Best Trips of Your Career
Whoever said the journey is the destination has never gotten off a 24-hour flight and gone straight to enjoy a mai thai at a beach
Summer Checklist for Gift Officers: Optimize Your Time on the Road
The dog days of summer are officially here. The office is a little quieter and the only thing filling up your inbox are Out of
Summer Checklist: Rebuild Your Gift Officer One on Ones
With the dog days of summer around the corner, the office is a little quiet and the inbox doesn’t fill up quite as quickly. It’s
Summer Checklist: Review Trip Planning with the Rule of Two
With the dog days of summer around the corner, the office is a little quiet and the inbox doesn’t fill up quite as quickly. It’s
Don’t Skip This Step When Planning Prospect Trips
To really nail your prospect trips, you’ve got to get off to the right start. And, yeah, upgrading that flight to business class definitely seems
Let The Madness Begin: Tips for March Madness Fundraising
Back in September, we highlighted the start of the college football season and the fundraising opportunities that come along with the droves of alumni returning
Ask The EverCrew: What Are Your Favorite Features?
As we started thinking back on 2018, we began to wonder which EverTrue features our own team liked the most. Yes, they’re all near and
EverTrue Tip: How to Find Your Most Engaged Donors (Plus an Awesome New Feature!)
It’s Courtney with this month’s EverTrue search suggestion. You can run this search to find your most engaged donors. Your hyper-connected, regular donors should be
My First Three Months as a Gift Officer
We think EverTrue makes it easier to find prospects, book meetings, fill an empty portfolio, and travel light. But you don’t have to just take
August Product Update: Here’s What’s New in EverTrue This Month
It’s that time of year—the students are back on campus and school is about to kick into high gear. As you prep for the year
June Product Update: Here’s What’s New in EverTrue This Month
Welcome to your June Product Update! You may remember reading about last month’s Hackathon, where we welcomed customers into our Boston office to brainstorm and “hack” on
