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Frontline Playbook (Chapter 3): Making the Most of Portfolios
“My Portfolio” is your home base for Frontline. Here are tips for managing your prospects and ensure you’re moving them through proposal stages, quickly and efficiently.…
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Frontline Playbook (Chapter 2): Let's Build Some Saved Searches!
Start out by building saved searches. These are dynamic searches that run constantly, delivering daily alerts and updates from your donors. Instead of waiting for weeks-old printouts,…
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Frontline Playbook (Chapter 1): Checklist
We’re A Road Warrior’s BFF People don’t become gift officers because they enjoy planning trips with spreadsheets, sifting through dozens of database screens to access prospect information,…
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Frontline Management Playbook: My Team
You used to have to pull complicated reports (or guess) when you wanted to know about individual gift officer performance. No more! My Team allows you to track your team’s interactions, meetings,…
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Integrating with Hustle
It is now easier than ever to merge the power of Hustle's leading one-to-one messaging platform with EverTrue. Connect your EverTrue account to Hustle to begin seeing those impactful Hustle messages…
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Volunteer Management Admin Guide (Chapter 6): Report, Track, and Celebrate Volunteer Progress
Chapter 6: Report, Track, and Celebrate Volunteer Progress EverTrue allows programs to easily track volunteer activity and connect the volunteer's work on behalf of the institution to the success of…
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Volunteer Management Admin Guide (Chapter 5): Managing Your Volunteer Program
Chapter 5: Managing Your Volunteer Program Once you’ve designed your program, outreach calendar, recruited volunteers, and set up your pools, it’s time to roll out your new platform.…
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Volunteer Management Admin Guide (Chapter 4): Identifying Your Best Volunteers
Chapter 4: Identifying Your Best Volunteers In surveying more than 200 schools, we found that identifying and recruiting great ambassadors is the biggest challenge facing volunteer fundraising…
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Volunteer Management Admin Guide (Chapter 3): Volunteer Job Description and Outreach Calendar
Volunteers work best with clear direction and timelines. If they’re supporting a year-long annual fund, create a calendar at the beginning of the year to set expectations.…
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Volunteer Management Admin Guide (Chapter 2): Organizing Your Program
Chapter 2: Organizing Your Program All right, let’s go... The biggest step is choosing to begin a volunteer program in the first place. If you’re reading this, you’re already there.…
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Volunteer Management Admin Guide (Chapter 1): Checklist
Volunteer by EverTrue unlocks the full potential of every volunteer-driven fundraising program. Our secure platform protects sensitive donor information,…
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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…
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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!…
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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…
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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…
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Alumni Relations Playbook (Chapter 4): Maximize Event Planning
Use EverTrue’s Map Feature to streamline event-planning efforts & easily visualize your alumni data with our Google Maps integration. Planning a Regional Event? Use the Map Radius search,…
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Alumni Relations Playbook (Chapter 3): Get Proactive with Your Outreach
EverTrue’s integration with Facebook means you can now align your social media communication strategy with your alumni outreach. Get Intel About What Your Alumni Care About You look for engaged alums…
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Alumni Relations Playbook (Chapter 2): Building Great Saved Searches
Start Out Building Great Saved Searches Begin by building saved searches. These are dynamic searches that run constantly, delivering regular alerts and updates with new information from your alumni…
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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.…
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Alumni Relations Playbook (Chapter 1): Let's Get Started
Think of EverTrue as the most productive alumni volunteer imaginable. We’re going to work alongside you, helping you engage more constituents, create programs your alumni will love,…