Frontline Fundraising
Make relationship building your priority
With our major gift software, crush goals with easy access to information everywhere you go. Stay on top of your portfolio, proposals, and trips, with intuitive tools, intelligent alerts, and in-depth performance metrics.
Features for Frontline Fundraisers
- Mobile access to all the info you need
- Drag-and-drop portfolio management
- Simple trip-planning and execution
- Write or dictate contact reports
- Individual and team management and reporting
- Automatically surface new, qualified prospects
- Daily task management and activity prompts
- Gift alerts and notifications
- Keyword search for contact reports
- Create and write proposals
Save hours every week and double — even triple — qualifications
Blast off with new insights
Track fundraiser performance and propel activity using metrics and smart insights in Launchpad. With a suite of widgets designed to keep major gift officers and managers on top of portfolios, you’ll know who’s crushing goals and where there’s room to grow.
Take charge of your portfolio
Use our major gift software to organize development officers into teams, then track progress against goals for everyone. With custom stages, smart alerts for stale prospects, and automated notifications of new gifts and hot leads, it’s so easy to build and manage portfolios.
Keep tabs from qualification through proposal
Get a crystal-clear look at the progress of every prospect. You’ll stay on top of the major gift pipeline by tracking time in stage, performance against goals, and closed gifts. Managers and gift officers alike can quickly check key metrics at any time.
Automatically uncover and qualify the best prospects
We continually refresh constituent profiles with incredibly useful information: giving history, wealth and capacity scores, digital engagement, career info, interests, and more. Combine all of this information for automatic alerts about new donors in your region, your most-engaged potential prospects, or candidates for the next one-off project or campaign.
Plan trips in one place
Trips & Meetings in EverTrue is the easiest way to manage one-on-one outreach to alumni, donors, and volunteers. Use it to plan conversations with high-potential donors around anchor visits, plan Virtual Meetings and start video chats right from EverTrue, or plan donor outreach weeks ahead of time.
Get out on the road
When you’re closing gifts, you can’t always be at your desk, but you shouldn’t have to leave any information behind. EverTrue works on every device so you’ve got full access to your portfolio everywhere you go. Our major gift management tools help you with executing trips, logging contact reports, and delivering proposals faster than ever.
Dramatically expand coverage
We help you run Donor Experience programs to identify and build relationships with future major gift donors. DXOs guide and increase activity from major gift officers and build a major gift pipeline by expanding one-on-one coverage of your next best donors.
