Search Strategy: Find Donors Who Can Increase Their Year-Over-Year Giving

Tactic: Use layers of filters to find donors who are not giving at their full capacity.

Start with a search for LYBUNTs and add a “Gift Amount” filter, looking for donations at a certain level (say $1-250). Finally, add another filter of your own capacity rating, home values, or EverTrue’s proprietary annual giving score to generate a list of donors who may have given below their capacity.

Bonus: You can narrow this list even further by adding a filter of “Last Facebook Engagement Date” to prioritize outreach to donors who have recently interacted with your institution online.

Results: Help move donors up the giving pyramid by leveraging key data points to lead to strategic outreach.

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