Search Strategy: Find Prospects with Capacity

Tactic: Use EverTrue to locate prospects in wealthy neighborhoods.

Create a search in EverTrue for “Lives in a Wealthy Neighborhood?” The default option searches for constituents in a neighborhood where the average home value is $1 million or more, but you can add other filters to adjust the search parameters. This search is a great starting point, and you can add additional filters to narrow your results. Look for alumni and parents who have recently engaged with your school on Facebook. Look at gift history, which is a good indicator of future giving. Check their EverTrue score, which is an algorithm that also indicates the likelihood of a future gift. Use LinkedIn to find people at the founder, president, VP, or C-level to help generate a list of the right prospects. Once you have your list, dive into each constituent’s profile and share likely candidates with your gift officers or alumni relations staff.

Results: Book more meetings and engage with the right constituents.

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