EverTrue supplements the data you send us with wealth and philanthropic insights from DonorSearch! This information is viewable directly within individual constituent profiles, easily filterable, and available for export. 

Locating Enriched Wealth Data within a Constituent Profile

EverTrue will display the following data on individuals in your CRM:

• Household net worth
• Physical assets (e.g. boat, plane, multiple properties)
• Wealth indicators (e.g. board memberships)
• Philanthropic interest (for additional information on these interests, check out this article)
• Life events (e.g. recent mover)
• Last noteworthy change date (i.e. the date of the last refresh in which we found a meaningful difference in data)
• Wealth enrichment last update date (i.e. when your data was last updated)

This information can be found in the Wealth and Assets section of a constituent profile's Enrichment tab, and is refreshed on a monthly basis.

•  Note: When reviewing a constituent profile's wealth data, keep in mind that you have the ability to remove incorrect enriched data if needed.

If you have staff records or other sensitive data that should not be enriched with wealth details, you may import an opt-out flag via your Constituent file to keep the record restricted.

Filtering Wealth Data

To filter a list of records by wealth insights, click on Filters and select the Wealth Enrichment section of the filter list (the Interests filter capturing philanthropic interests can be found under the Donor Info section).

Access these filters by heading to your Constituents tab in the left-hand navigation bar and searching Wealth Enrichment in your Filters dropdown.

When exploring these filtering options, consider adding search results to your favorite Saved Searches! You can even add four of the Wealth Enrichment filters to your table view by customizing your columns. Please note that the Wealth Enrichment Last Update Date filter pulls from the Last noteworthy change date found in the Enrichment tab of a constituent profile. 

Exporting Enriched Wealth Data

Your enriched data is available for export! Files can be downloaded directly from the EverTrue platform by opening the User Menu dropdown located in the top-right corner of your EverTrue platform, selecting Settings, and clicking the Export Data tab. Look for the Wealth Enrichment file and click the download button. You can view an example export of this file here.

 

Please note only EverTrue owners/admins will have access to the Export Data section under settings. If you are an account user and require this information, please reach out to your account owner.

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For any other questions reach out to EverTrue Support at genius@evertrue.com.