🎓 EverTrue for Nonprofits
AI-powered donor intelligence platform that helps higher education and healthcare nonprofits discover major gift prospects, automate engagement tracking, and build personalized donor relationships at scale with over 1 billion data points.
What EverTrue Does
EverTrue solves a fundamental challenge in advancement work: how to build intentional, personal donor relationships at an incredible scale. While traditional fundraising systems focus almost exclusively on the top 2% of major gift prospects, EverTrue helps advancement teams serve the entire donor pyramid—from first-time alumni givers to seven-figure estate commitments.
The platform combines comprehensive donor intelligence with AI-powered outreach tools, enabling gift officers to identify high-potential prospects they might have missed, understand donor interests and capacity through automated wealth screening, and engage constituents through personalized video messages, email sequences, text campaigns, and traditional direct mail—all from one unified system.
After acquiring DonorSearch in 2024, EverTrue now offers the richest donor dataset in the nonprofit sector, with over one billion data points receiving millions of weekly updates. This combined platform delivers 90%+ accuracy in wealth and philanthropic screening, automatically surfacing insights about donor capacity, affinity, and engagement patterns that would take gift officers hours to research manually.
Rather than replacing your existing CRM, EverTrue integrates seamlessly with platforms like Raiser's Edge, Salesforce, Ellucian Colleague, and Banner Advancement, enhancing your current systems with AI-powered intelligence and modern engagement tools. This approach preserves your institutional data while dramatically improving how advancement teams discover, prioritize, and cultivate donor relationships.
Best For
Organization Size
Medium to large higher education institutions, independent schools, and healthcare nonprofits with structured advancement teams managing 10,000+ constituents.
Primary Use Cases
- Alumni engagement and annual giving
- Major gift prospect identification
- Planned giving and estate campaigns
Key Roles
- Chief Development Officers
- Major gift officers and frontline fundraisers
- Prospect research teams
Key Features for Nonprofits
AI-Powered Prospect Discovery
Find hidden major gift prospects with billion-point data intelligence
EverTrue's acquisition of DonorSearch created the nonprofit sector's richest donor dataset—over 1 billion data points with millions of weekly updates delivering 90%+ accuracy. The platform automatically identifies prospects based on wealth indicators (real estate, business ownership, stock holdings), philanthropic history across all nonprofits, career progression tracked via LinkedIn, and digital engagement signals showing affinity with your mission.
- Automated wealth and philanthropic screening for your entire database
- "Similar constituent" feature discovers lookalike prospects based on your best donors
- Real-time data updates from LinkedIn, Facebook, Zillow, and public records
- TrueView profiles unite institutional data with continuous external insights
Signal by EverTrue: AI Outreach & Portfolio Management
AI-powered tools that help gift officers engage 4x more donors
Signal uses artificial intelligence to guide gift officer priorities, automate routine outreach, and manage portfolios efficiently. Instead of spending hours deciding who to contact next, Signal analyzes engagement patterns, giving history, and current events to surface the right prospects at the right time with AI-drafted personalized messages ready for review and sending.
- Automatic alerts notify gift officers when prospects change jobs, make new gifts, or engage digitally
- Trip planning with traffic time estimates and mapping for efficient travel schedules
- Portfolio balancing tools ensure equitable prospect distribution across teams
- Proposal management and stewardship tracking within gift officer workflows
Multi-Channel Donor Communication
Personalized outreach through video, email, text, and direct mail
Rather than limiting advancement teams to email-only outreach, EverTrue enables personalized communication across the channels donors prefer. Gift officers can record quick video thank-you messages, send segmented email campaigns, text high-priority prospects, or coordinate direct mail—all while tracking engagement and responses in one unified platform.
- ThankView integration for personalized video messaging (part of EverTrue ecosystem)
- Email sequences with A/B testing and engagement tracking
- Text messaging for time-sensitive outreach and event reminders
- Pledgemine for traditional direct mail campaigns (part of EverTrue ecosystem)
Advanced Segmentation & Analytics
Build targeted lists and visualize constituent demographics
EverTrue's segmentation tools let advancement teams move beyond basic filters to create sophisticated constituent groups based on giving patterns, engagement behaviors, geographic proximity, and predictive scoring. The platform's mapping feature provides visual demographic analysis, making it easy to identify geographic concentrations of alumni for regional events or targeted campaigns.
- Audience segmentation with unlimited custom criteria and saved lists
- Zip code visualization shows constituent density for event planning
- Social media engagement tracking identifies active supporters
- Clarity dashboards provide real-time fundraising analytics (part of EverTrue ecosystem)
Team Collaboration Tools
Share insights and coordinate outreach across advancement teams
Fundraising is a team sport, and EverTrue provides collaboration features that help gift officers, prospect researchers, annual giving staff, and leadership work from the same playbook. Team members can comment on constituent profiles, share prospect lists, monitor portfolio assignments, and track collective progress toward campaign goals.
- Internal comments and notes on constituent profiles visible to entire team
- Shared lists and segments for coordinated campaigns
- Portfolio monitoring ensures balanced prospect assignments
- Seamless Outlook integration syncs contacts and calendars
Comprehensive Donor Intelligence
See the complete picture of every constituent relationship
EverTrue consolidates institutional data from your CRM with external intelligence from social media, public records, and philanthropic databases to create comprehensive donor profiles. Gift officers can instantly see giving history, wealth indicators, engagement patterns, social media activity, and affinity signals without switching between multiple systems or conducting manual research.
- Complete giving history with trends and predictive analytics
- Net worth estimates and wealth indicators from multiple sources
- Career progression tracked via LinkedIn for cultivation timing
- Facebook and social media interactions showing interests and affinity
Real-World Nonprofit Use Case
Mid-Sized University Identifies $2M in Hidden Giving Capacity
A private university with 25,000 alumni faced a common challenge: their gift officers were maxed out cultivating 150 major gift prospects, but they suspected significant untapped potential existed among alumni who had never been personally engaged. Their legacy database system (Raiser's Edge) stored contact information but provided little intelligence about wealth capacity or engagement patterns beyond donation history.
After implementing EverTrue and integrating it with their existing Raiser's Edge CRM, the advancement team used the "similar constituent" feature to find alumni who matched the profiles of their best current donors but had never been assigned to a gift officer. EverTrue's DonorSearch integration automatically screened all 25,000 alumni for wealth indicators, surfacing 237 prospects with major gift capacity who had been overlooked.
Using Signal's AI-powered outreach recommendations, gift officers sent personalized video messages through ThankView to these newly identified prospects, referencing their LinkedIn career achievements and shared campus experiences. The trip planning feature helped schedule efficient regional visits, clustering multiple prospects by geography to maximize face time while minimizing travel costs.
Within 18 months, the university secured commitments totaling over $2 million from previously unassigned alumni—donors who would have remained anonymous without EverTrue's AI-powered intelligence. The team particularly valued the Outlook integration, which made it effortless to log interactions and schedule follow-ups without switching systems, and the social media insights that revealed shared interests to personalize cultivation conversations.
The Chief Development Officer noted that while EverTrue represented a significant investment ($2,000/month plus implementation costs), the platform paid for itself within the first six months through increased major gift discovery and more efficient gift officer workflows. The ability to serve the entire donor pyramid—not just the top 2% already in active portfolios—fundamentally transformed their advancement strategy from reactive to proactive fundraising.
Pricing
Single User
Individual gift officer access
- Core donor intelligence features
- CRM integration (Raiser's Edge, Salesforce, etc.)
- Basic prospect research
- Implementation: $2,000-$5,000 (includes setup, training)
Small to Medium Teams
Up to 100 users
- All single-user features
- Signal AI outreach and portfolio management
- DonorSearch wealth screening integration
- Multi-channel communication tools
- Implementation: $5,000-$10,000
Large Enterprises
1,000+ users
- Enterprise-grade features and support
- Full EverTrue ecosystem (ThankView, Clarity, Balance, etc.)
- Dedicated account management
- Custom integrations and workflows
- Implementation: $20,000+ (comprehensive data migration, training)
Important Pricing Notes
Free Trial: EverTrue offers free trials to qualified nonprofits, though duration and scope are not publicly disclosed. Contact their team to discuss trial options for your institution.
Annual Pricing: Small to medium organizations can expect annual pricing starting around $5,000/year, with costs scaling based on features and user count. Monthly billing options are available.
Implementation Costs: Budget for one-time setup fees ($2,000-$20,000+ depending on organization size) covering data migration, CRM integration, team training, and system configuration. These costs are separate from monthly/annual subscriptions.
Pricing Transparency: EverTrue uses custom quote-based pricing rather than published rate cards. Request a personalized quote based on your institution's size, number of users, and specific feature needs.
Nonprofit Discount & Special Offers
Nonprofit Pricing Program
EverTrue does not advertise a specific nonprofit discount program, as the platform is designed exclusively for nonprofit organizations in the education and healthcare sectors. Pricing is customized based on institutional size, number of users, and feature requirements rather than offering standardized discounts.
However, as both an Ellucian Strategic Partner and Blackbaud Preferred HigherEd Partner, EverTrue may offer special pricing or bundled packages for institutions already using these platforms. Organizations with existing Raiser's Edge, Salesforce NPSP, or Ellucian systems should inquire about integration discounts or partnership pricing when requesting quotes.
How to Get the Best Pricing:
- Mention existing partnerships: If you use Blackbaud, Ellucian, or Salesforce products, ask about integration discounts or bundled pricing
- Request free trial: Test the platform with real data before committing to ensure it fits your advancement team's workflow
- Start with core features: Begin with essential donor intelligence and add Signal AI or other premium features as budget allows
- Compare annual vs. monthly billing: Annual contracts may offer cost savings compared to month-to-month pricing
- Join peer networks: Connect with other institutions using EverTrue through CASE (Council for Advancement and Support of Education) to learn about pricing and implementation experiences
Learning Curve
Intermediate
2-4 weeks for core proficiency; 1-2 months for advanced features
User reviews consistently describe EverTrue as "much more user friendly and easy to use" compared to traditional advancement database systems like Raiser's Edge, with organizations achieving "almost 100% user adoption." The platform's implementation process is praised as "refreshing, with the company partnering at the customer's pace" and including comprehensive training as part of setup costs.
Most gift officers become comfortable with core features—searching constituents, viewing donor profiles, trip planning, and basic segmentation—within the first 2-3 weeks of daily use. The intuitive interface and seamless Outlook integration make adoption relatively painless for frontline fundraisers, even those who previously struggled with complex CRM systems.
Week 1-2: Foundation
- Navigate donor profiles and TrueView comprehensive data
- Search constituents by name, class year, giving history, or location
- Use trip planning feature to schedule visits with traffic estimates
- Sync Outlook contacts and calendar for seamless workflow
Week 3-4: Intermediate Skills
- Build custom segments using audience filters and saved lists
- Discover lookalike prospects using "similar constituent" feature
- Interpret wealth indicators and philanthropic screening data
- Use mapping feature for geographic demographic visualization
Month 2+: Advanced Capabilities
- Master Signal AI for automated outreach prioritization and AI-drafted emails
- Set up multi-channel campaigns (video, email, text, direct mail)
- Manage portfolios with balancing tools and team collaboration features
- Leverage Clarity dashboards for real-time fundraising analytics
Training & Support Resources:
- Implementation includes on-site or virtual training customized to your team's workflow
- Help Center with documentation, video tutorials, and feature guides
- Responsive support team praised in user reviews for quick assistance
- Dedicated account management for enterprise customers
Integration & Compatibility
CRM & Database Integration
EverTrue is an Ellucian Strategic Partner and Blackbaud Preferred HigherEd Partner, ensuring robust integration with the most popular advancement CRMs:
- Blackbaud Raiser's Edge — praised for excellent audience segmentation integration
- Salesforce NPSP — pulls all necessary fields for donor intelligence
- Ellucian Colleague & Millennium — seamless integration for higher ed institutions
- Banner Advancement — straightforward, well-documented setup
- Jenzabar & Agilon — supported for independent schools
External Data Sources
EverTrue continuously enriches donor profiles with real-time data from third-party sources:
- LinkedIn — career progression, company info, professional networks
- Facebook — social media engagement (note: direct page connection no longer available due to Facebook policy changes)
- Zillow — real estate holdings and property values
- DonorSearch Database — 1B+ philanthropic and wealth data points with weekly updates
Email & Calendar Integration
- Microsoft Outlook — seamless contact and calendar sync praised by users
- Google Workspace — calendar integration for scheduling and reminders
- Log interactions and schedule follow-ups without switching systems
EverTrue Product Ecosystem
EverTrue offers integrated products beyond core donor intelligence:
- Signal — AI-powered outreach and portfolio management
- DonorSearch — wealth and philanthropic screening
- ThankView — personalized video messaging
- Clarity — real-time fundraising dashboards and analytics
- Pledgemine — direct mail campaign management
- Balance & Impact — endowment accounting and reporting
Integration Limitations
Facebook Page Connection: Due to Facebook policy changes, EverTrue can no longer connect directly to Facebook pages for institutional social media monitoring. Individual constituent Facebook profiles are still integrated for personal data insights.
EventBrite Integration: User reviews note that the EventBrite integration has had trouble accurately linking emails and names to the database, requiring manual cleanup in some cases.
Data Migration: While EverTrue integrates with existing CRMs, implementation requires proper data mapping and field configuration. Budget adequate time for data migration and testing during implementation (included in implementation costs).
Honest Assessment: Pros & Cons
Pros
- Industry-leading data depth: 1B+ data points with 90%+ accuracy from DonorSearch acquisition creates unparalleled prospect intelligence
- Exceptional user adoption: "Almost 100% user adoption" and "much more user friendly" than legacy systems like Raiser's Edge
- Seamless CRM integration: Works alongside existing systems without duplicating data or forcing platform migration
- Comprehensive outreach tools: Multi-channel communication (video, email, text, direct mail) in one platform
- Trip planning saves time: Automatically schedules visits with traffic estimates and geographic clustering
- Responsive support: User reviews consistently praise implementation process and support team responsiveness
- Discovers hidden prospects: "Similar constituent" feature and AI screening identify overlooked major gift candidates
- Real-time data updates: Millions of weekly updates ensure current wealth and engagement information
Cons
- Significant cost: Starting at $500/month for single users, with implementation costs adding $2,000-$20,000+ depending on organization size—"costly system" per user reviews
- Higher education focus: Designed primarily for universities/colleges; may not fit nonprofits outside education/healthcare sectors
- No public pricing: Custom quote system makes it difficult to budget without sales conversations
- Facebook integration limited: Can no longer connect directly to Facebook pages due to platform policy changes
- EventBrite accuracy issues: Integration struggles with accurately linking emails and names to database records
- U.S.-centric data: Wealth screening optimized for domestic donors; international coverage may be limited
- Implementation complexity: Requires significant setup time and data migration; not plug-and-play
- May require add-ons: Full functionality (Signal AI, ThankView, Clarity) may require additional licensing beyond base platform
Alternatives to Consider
DonorSearch AI (Standalone)
Now owned by EverTrue but available separately
If you primarily need wealth and philanthropic screening without the full donor engagement platform, DonorSearch AI as a standalone product may be more cost-effective. While EverTrue acquired DonorSearch in 2024, the screening tool is still available separately for organizations that already have robust CRM systems and only need prospect research capabilities rather than multi-channel outreach and portfolio management.
Best for: Nonprofits with strong existing CRM infrastructure (Salesforce, Raiser's Edge) who only need to add sophisticated prospect screening and wealth indicators.
Gravyty
AI-powered fundraising for major gifts
Gravyty focuses specifically on AI-powered major gift fundraising, helping gift officers engage 4x more donors through intelligent outreach prioritization, AI-drafted emails, and automated CRM sync. While it doesn't include EverTrue's comprehensive wealth screening database, Gravyty excels at helping frontline fundraisers work more efficiently with existing portfolios through AI-suggested next actions and personalized communication drafting.
Best for: Organizations that already have prospect research capabilities but need AI assistance to help gift officers manage larger portfolios and maintain consistent donor engagement.
Bloomerang
Affordable donor CRM with AI retention predictions
For smaller nonprofits outside higher education that need donor management with some AI capabilities but can't justify EverTrue's enterprise pricing, Bloomerang starts at $125/month with AI-driven retention predictions and automated engagement recommendations. While it lacks EverTrue's billion-point data depth and sophisticated wealth screening, Bloomerang provides solid donor CRM functionality with basic AI insights at a fraction of the cost.
Best for: Small to mid-sized nonprofits (community foundations, human services, arts organizations) that need affordable donor CRM with basic AI features rather than enterprise-level advancement tools.
Getting Started with EverTrue
1Request Demo and Quote
Visit the EverTrue website to request a personalized demo. Be prepared to discuss your institution's size (number of constituents), current CRM system, advancement team structure, and specific pain points. Mention if you're a Blackbaud or Ellucian customer to explore potential partnership pricing.
During the demo, ask to see features most relevant to your needs—prospect discovery, Signal AI, trip planning, or multi-channel outreach. Request a detailed quote including both monthly/annual subscription costs and implementation fees.
2Evaluate Integration Requirements
Work with your IT team or database administrator to assess CRM integration requirements. EverTrue will need access to fields in your existing advancement database (Raiser's Edge, Salesforce, Ellucian, Banner, etc.) to pull donor data for enrichment with external intelligence.
Clarify what data will sync bidirectionally vs. unidirectionally, how often data refreshes, and whether custom field mapping is required. Ask about implementation timeline—most organizations should budget 2-3 months for full setup including data migration, integration testing, and team training.
3Start with Core Features, Add Premium Tools Later
Rather than implementing the full EverTrue ecosystem (Signal, DonorSearch, ThankView, Clarity, etc.) simultaneously, start with core donor intelligence and CRM integration. Get your team comfortable searching prospects, viewing TrueView profiles, and using basic segmentation before adding AI-powered outreach or video messaging.
Once gift officers are proficient with fundamentals (typically 4-6 weeks), gradually introduce Signal AI for outreach prioritization, then multi-channel communication tools. This phased approach prevents overwhelm and allows you to validate ROI before expanding to premium features that may require additional licensing.
4Leverage Training and Peer Networks
Take full advantage of implementation training included in setup costs. EverTrue offers customized on-site or virtual training sessions designed around your advancement team's specific workflow. Ensure all gift officers, prospect researchers, and annual giving staff attend training, not just leadership.
Connect with other institutions using EverTrue through CASE (Council for Advancement and Support of Education) or AFP (Association of Fundraising Professionals) to learn best practices, pricing insights, and implementation lessons. User reviews consistently praise EverTrue's support, so don't hesitate to contact [email protected] or use the Help Center when questions arise.
Need Help Evaluating or Implementing EverTrue?
Implementing enterprise donor intelligence platforms like EverTrue requires careful planning around CRM integration, data migration, team training, and workflow design. One Hundred Nights helps nonprofits evaluate whether EverTrue fits your advancement needs, negotiate pricing, plan phased implementations, and develop AI-powered fundraising strategies that maximize ROI.
Frequently Asked Questions
Is EverTrue only for universities?
While EverTrue primarily serves higher education institutions (universities, colleges, independent schools), it also supports healthcare nonprofits. The platform is designed for organizations with structured advancement teams and the need for sophisticated donor intelligence and engagement tools. With 1,700+ nonprofit customers, EverTrue has proven particularly effective for educational fundraising where alumni engagement and multi-year donor cultivation are critical.
How accurate is EverTrue's donor data?
EverTrue acquired DonorSearch in 2024 to create the richest donor dataset in the sector, with over one billion data points and millions of weekly updates, delivering 90%+ accuracy. The platform combines institutional data with real-time insights from LinkedIn, Facebook, Zillow, and other sources to provide comprehensive wealth indicators, giving history, digital engagement metrics, and philanthropic patterns.
Does EverTrue integrate with our existing CRM?
Yes. EverTrue is an Ellucian Strategic Partner and Blackbaud Preferred HigherEd Partner, integrating with Raiser's Edge, Salesforce, Millennium, Colleague, Agilon, Jenzabar, and Banner Advancement. User reviews consistently praise the seamless integration, particularly with Raiser's Edge for audience segmentation and Outlook for gift officer workflows. The platform pulls all necessary fields from your CRM to power donor intelligence without duplicating systems.
What's the difference between EverTrue and DonorSearch?
EverTrue acquired DonorSearch in 2024, combining both platforms into a unified solution. EverTrue focuses on donor engagement, portfolio management, and multi-channel outreach (video, email, text, direct mail), while DonorSearch specializes in AI-powered wealth and philanthropic screening. The combined platform delivers comprehensive prospect discovery with automated research alongside relationship management tools, creating a complete advancement solution from identification through stewardship.
Is EverTrue worth the cost for smaller institutions?
EverTrue starts at $500/month for single users, but costs scale significantly based on organization size and features. Implementation costs add $2,000-$5,000 for small organizations. While users report that "Evertrue is a costly system," many note "the value is worth it" due to increased fundraising efficiency. However, smaller nonprofits with limited budgets should carefully evaluate whether EverTrue's higher education focus and enterprise pricing align with their needs, or if more affordable alternatives like Little Green Light ($45/month), DonorPerfect ($99/month), or Bloomerang ($125/month) would be more cost-effective.
What learning curve should we expect with EverTrue?
User reviews describe EverTrue as "much more user friendly and easy to use" compared to traditional database systems like Raiser's Edge, with organizations achieving "almost 100% user adoption." The implementation process is praised as "refreshing, with the company partnering at the customer's pace." Implementation costs include setup, data migration, and training. Most gift officers become proficient with core features—trip planning, segmentation, and social media insights—within the first few weeks, though mastering advanced features like Signal AI takes longer.
Can EverTrue handle international donors?
EverTrue integrates with LinkedIn, Facebook, and Zillow for constituent insights, which provides global social media data. However, wealth screening through DonorSearch is primarily optimized for U.S.-based donors, as philanthropic and wealth databases are most comprehensive for domestic prospects. International institutions should verify coverage for their specific regions, particularly regarding wealth indicators and property data outside the United States.