EverTrue Launches TrueView: A Continually Updated Profile for Fundraisers to Build Donor Pipeline

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EverTrue’s machine learning technology connects and syncs fundraising teams’ constituent information with donors’ digital footprints to deliver an always-fresh snapshot of the most important prospects.

“This is where our industry is going. We’re no longer reliant on static profiles or printed constituent records. Now development officers can open their iPhone and see, in real-time, how that prospect is engaging with us,” said Chris Campbell, Sr. AVP of Information Strategy at the OSU Foundation.

Today EverTrue launched a new era in fundraising with the addition of TrueView insights to its donor profiles, making it the first comprehensive, constantly updated source of truth for contact and career information, donor interests, engagement, and wealth indicators.

With TrueView, higher ed advancement, healthcare, and nonprofit fundraising teams will use machine learning technology that taps into their constituents’ digital footprints and gain access to continually updated information as they streamline and automate prospect discovery and deepen relationships with the best potential prospects and donors.

Adding TrueView insights to EverTrue puts a wealth of new information into the hands of fundraisers, helping guide teams to new donors and expanding its industry-leading suite of integrations, with additional sources of financial and engagement data being incorporated in the near future.

As donor counts continue to decline (down 33 percent since 2005 according to the Voluntary Support of Education Survey) and overall philanthropic support dropped for the first time in five years according to the Giving USA 2019 Report, it’s more important than ever for fundraising organizations to quickly identify and connect with their most likely donors. By adding additional TrueView insights, EverTrue will help advancement and nonprofit fundraisers use smart, automated technology to engage the right prospects at the right time.

More Information Leads to Better Relationships, Fundraising Results
TrueView by EverTrue supplies a constant stream of enriched data and up-to-date digital engagement insights through an array of new integrations. By leveraging a single data point, such as an email address or phone number, EverTrue unlocks the TrueView of that prospect by delivering new information about that person’s career trajectory, interests, demographics, wealth indicators, social media activity, social profile data, current residence, contact information and more.

“This is where our industry is going. We’re no longer reliant on static profiles or printed constituent records. Now development officers can open their iPhone before a meeting and see, in real-time, how that prospect is engaging with us,” said Chris Campbell, Senior Associate Vice President of Information Strategy at the Oklahoma State University Foundation. “We’ve wanted to focus on connecting with our donors’ passions and now we’re able to do that in new ways. This has the potential to open the doors for major gifts, annual giving, and alumni relations as we try to engage our constituents in ways that add meaning for their lives and for Oklahoma State University.”

“When fundraisers have more information, they can take more meaningful actions,” said Brent Grinna, Founder and CEO of EverTrue. “With TrueView, development teams and gift officers will easily identify new prospects, more quickly establish rapport, and raise more support for the institutions they love.”

EverTrue has always delivered user-friendly, mobile access to information that’s typically locked away in an organization’s database. Customers have used the platform’s long-standing integrations with Facebook, LinkedIn and Zillow to view and track people’s interactions with the institution on social media, score engagement, tap into updated career data, surface donor capacity, and mix neighborhood home values and median income into prospect discovery recipes.

TrueView adds new sources of information including:

  • Personal interests: Fundraisers and researchers can quickly identify prospects whose interests align with fundraising priorities.
  • Twitter integration: A new connection brings usernames, follower counts, and user bios to EverTrue’s TrueView profile.
  • Interest scoring: It’s not enough to know what prospects care about — fundraisers also need to know how much they care. TrueView includes a unique scoring system to help gift officers identify top affinities.
  • Career information: Fundraisers can search updated job titles and employers as indicators of gift capacity.
  • Updated locations: Americans move an average of 12 times in their lives. TrueView location information helps keep track of prospects to facilitate better fundraising trip lists or event invitations.
  • Social media handles: Teams will improve their ability to track and engage with Instagram, Facebook, LinkedIn, and Twitter users.
  • Demographic information: View new or married names and a person’s age.

Every EverTrue customer will enjoy access to TrueView insights, for free, beginning today. In the coming weeks, customers will be able to add new premium features including the ability to export enriched data or accessing additional insights including wealth indicators, engagement information, and household spending. New customers who want to unlock this information for their fundraisers can gain access in as little as four weeks with EverTrue’s rapid onboarding process.

Real Insights That Generate Real Action
“Donors want to be treated like people, not numbers,” said Eben Pingree, VP of Product at EverTrue. “With TrueView, fundraisers can identify and talk to prospects around their own interests and potential for giving. We will continue building on the digital engagement and gift capacity indicators EverTrue has always provided by adding new integrations to enhance TrueView and build more tools for efficient, automated prospect discovery.”

EverTrue users will be able to search, sort, and filter all this information to create lists of potential annual, leadership or major gift prospects by quickly combining interest-driven information with past giving, potential capacity, location information, and more than 80 other data points.

By combining TrueView insights with EverTrue’s proprietary, machine learning-driven prospect and donor scores, fundraisers can automatically surface the most likely donors and major gift prospects and intelligently prioritize gift officer portfolio management.

Bringing Data Full Circle
Following the rollout of TrueView, EverTrue will rapidly introduce the ability for customers to export this new data to their respective database as a premium add-on, helping teams enhance existing analytical models and reports while keeping constituent profiles as current as possible.

“EverTrue’s mission is to help build relationships in pursuit of a better world,” said Brent Grinna. “That starts with access to the best possible information so fundraising teams can personalize the donor experience. Whether it’s a development officer contacting new prospects one by one or an audience of thousands learning about a new event or annual giving opportunity, every interaction should be personal and powerful. With TrueView, now it can be.”

About EverTrue
EverTrue’s software, powered by exclusive TrueView insights, gives fundraising teams a comprehensive view of every donor by connecting their data to a hub of social and demographic information sources. Today more than half of the top 100 colleges use EverTrue’s modern, mobile-first platform to engage alumni, fundraise, discover prospects, manage gift officer portfolios, and coordinate volunteer programs. EverTrue is headquartered in Boston, MA and is backed by University Ventures and Bain Capital Ventures. Visit EverTrue at http://www.evertrue.com.

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