Reviewing Prospect Profiles

For all of your assigned prospects, Volunteer by EverTrue will populate a full profile of contact information, career data, and giving history. When you click on the card of a prospect in one of your Pools, you can use the tabs at the top of their profile to toggle between Info, Giving, and Activity.

In the Info tab, you'll see the following sections:

  • Contact - includes email, phone number, and any other method of contact available for a prospect.
  • Location - their current location, populated by LinkedIn.
  • Career - past positions and employers, populated by LinkedIn.
  • Education - institutions they've attended and degrees acquired.
  • Assigned to - the volunteer who's been tasked with reaching out to the prospect - it might be you!

In the Giving tab, you'll also be able to see:

  • Suggested Ask Amount - a number provided by your institution to help you make a more accurate ask.
  • Committed Amount - the amount of money your prospect has agreed to pay, sometimes over a set period of time.
  • Giving History - displays their last gift, largest gift, lifetime giving, and pledge balance.
  • Last Five Years of Giving - a table that shows you how much a prospect has given per the last five fiscal years.

Lastly, under Activity you'll be able to view, as well as log any interactions you've had with the prospect. 

If your prospect has a star-person on their contact card, this means they're a Key Relationship for you! Reach out to your institution for more information about why you should focus your outreach on certain prospects. 

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