Updating Your Constituent File for FY20 Giving

With the turn of the fiscal year, it's time to make sure your institution's Fiscal Year giving data is up-to-date in EverTrue.

Where do I start?

Check out the video below which has been updated for FY 20, and if you have any questions after that, check out our guide to help you make the transition (it's a few years old, but the information is still the same).  You'll start by examining your file to ensure that your new FY data is in place.  Follow along to get started!

Why does it matter?

The EverTrue Platform works best for you and your organization when the data it runs on is up-to-date, accurate, and complete.  We also know how important it is for your users to have up-to-date information during FY20 planning.

Need help?  Check out the video below, and/or contact genius@everture.com if you have any more questions!

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