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Annual Giving Playbook

Resources for your work in Annual Giving are linked here

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Annual Giving Playbook (Chapter 1): Launch Checklist
We know that annual giving teams face big challenges from decreasing participation and stagnant dollar totals. So let’s think creatively about who you’re reaching and how as we reverse these trends…
- updated 6 mths ago
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- Annual Giving Playbook

Annual Giving Playbook (Chapter 2): Searches... Where the Magic Begins
Take the first step by creating some strategic saved searches. These are dynamic searches that refresh constantly, delivering up-to-date alerts and updates from your constituents.…
- updated 6 mths ago
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- Annual Giving Playbook

Annual Giving Playbook (Chapter 3): Get Specific with Lists
We want to free you from spreadsheets! Transition your shared documents into EverTrue to maximize collaboration and cooperation among your team. Create a list to group together constituents for a…
- updated 6 mths ago
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Annual Giving Playbook (Chapter 4): Track Outreach & Results
Using the export function in EverTrue, you can use a number of channels to reach your constituents. Remember, EverTrue is one of many tools in your toolbox, so the options are endless!…
- updated 6 mths ago
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Annual Giving Playbook (Chapter 5): More Resources
EverTrue has a team of staff that is dedicated to your success! We have a wealth of resources to maximize your fundraising and engagement efforts. We’re constantly creating content and programming to…
- updated 6 mths ago
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- Annual Giving Playbook

Resources for your work in Annual Giving are linked here

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