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Annual Giving

Tips and tricks to power your annual fund outreach and segmentation with EverTrue.

  • Annual Giving Playbook (Chapter 1): Launch Checklist
  • Annual Giving Playbook (Chapter 2): Segments... Where the Magic Begins
  • Annual Giving Playbook (Chapter 3): Get Specific with Lists
  • Annual Giving Playbook (Chapter 4): Track Outreach & Results
  • Annual Giving Playbook (Chapter 5): More Resources
  • Online Giving Playbook (Chapter 1): Checklist
  • Online Giving Playbook (Chapter 2): Must-have Segments
  • Online Giving Playbook (Chapter 3): Giving Page Best Practices
  • Online Giving Playbook (Chapter 4): Reporting
  • Online Giving Playbook (Chapter 5): Outreach
  • Online Giving Playbook (Chapter 6): A Plan for the Year
  • Search Strategy: Build Prospect Lists for Crowdfunding Campaigns
  • Search Strategy: Create Appeals that Match Donor Interests
  • Search Strategy: Find Donors Who Can Increase Their Year-Over-Year Giving
  • Search Strategy: Give Volunteers Updated Information
  • Search Strategy: Re-engage Recently Lapsed Donors
  • Search Strategy: Receive Notifications When Donors Give
  • Search Strategy: Reunion-Year Wealth Screening
  • Search Strategy: See All LYBUNTS and SYBUNTS
  • Search Strategy: Send Appeals to Recent Event Attendees
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Categories

  • Alumni Community
  • Alumni Relations
  • Annual Giving
  • Getting Started with EverTrue
  • Gift Officers
  • Prospect Researchers
  • Volunteer Program Managers
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