constituents

  • Using Enriched Wealth Data

    We are bringing DonorSearch’s powerful data directly into EverTrue — transforming the former Wealth & Assets section into a more comprehensive, insight-driven view of donor wealth, philanthropy,…

  • Using the Enrichment Tab Drill-Down

    With the new Drill-Down drill-down view, eligible customers can go beyond summary totals and explore the detailed records behind each signal. Who Can Access Drill-Down Data?…

  • Using EverTrue Filters

    After reviewing EverTrue’s available filters, you can start segmenting constituents based on various criteria, including location, giving patterns, and interactions with ThankView campaigns.…

  • All About: EverTrue's AI-Profile Chat

    Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…

  • Constituent File

    Check out our Constituent File Guide for more information!

  • Using EverTrue Comments

    How to Take Advantage of Comments Collaborate with your colleagues through EverTrue Mention your research colleague to request additional information for an upcoming meeting Inform your colleague…

  • Adding Constituent Relationships

    We know that you have extensive data on family members, friends, and other relationship types in your database. Below, we will review how to import new relationships,…

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