You’re headed into a meeting with a donor.
You have less than 3 minutes to prepare.
What do you do?
You pull out your phone, open the EverTrue app (iOS), find the constituent you are meeting with and voila – the new EverTrue AI Profile summary gives you all the information you need, in less than 30 seconds, to be confident heading into your meeting. It’s a donor highlight reel at your fingertips!
“This is exactly what I was hoping for from AI. It’s opening up bandwidth for the rest of the team by consolidating information, synthesizing it, and putting it in a place where it’s easy for everyone to access. Now every gift officer or development associate has helpful, up-to-date prospect bios in their hands.”
– AVP of Prospect Development
It's ready when you are
We know you all have different privacy policies and we appreciate that. With that in mind, this new feature will only be turned on when you say the word. If you’re ready to start using AI-powered profile summaries, touch base with your CSM and we’ll get you up and running! Oh, you should know we’re serious about protecting your data too.
Want to dig deeper into AI?
Join us on September 19 for a webinar on AI, the future of fundraising and EverTrue. Register here!