Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance your decision-making capabilities by utilizing diligence profiles alongside customized reports that detail source wealth, affiliations, and potential concerns. By doing so, you can deepen your understanding of customers while effectively managing compliance and reducing regulatory risks through extensive intelligence. Delve into donor profiles for comprehensive insights regarding the financial capacity, previous contributions, affiliations, and lifestyles of High Net Worth Individuals (HNWIs). Additionally, you can explore liquid net worth to strategically cultivate relationships and improve engagement for successful fundraising efforts. Furthermore, gain valuable information about foundation affinities, historical donations, financial capabilities, interests, recent initiatives, and trustee details. This in-depth analysis equips you with vital knowledge necessary for making informed decisions and crafting strategic engagements that enhance your approach. With Diligencify's meticulously curated datasets focusing on both HNW and ultra-high net worth (UHNW) individuals, you can uncover insights that are unmatched in the industry. These insights will ultimately empower your organization to achieve its fundraising and engagement goals more effectively than ever before.

Description

We break down barriers by leveraging cutting-edge technology and insights for teams dedicated to treating each donor as an individual rather than just a statistic, ensuring their passions are consistently aligned with meaningful causes. By integrating your database with comprehensive insights from various online sources, EverTrue provides an extensive array of information about every constituent through a user-friendly mobile fundraising platform. Activating your donor base through the annual fund is now more crucial than ever; when executed effectively, it forms the backbone of a robust, expanding, and sustainable fundraising strategy that will support the organization for years ahead. Generic email campaigns no longer suffice to engage donors. However, with the capabilities offered by TrueView, achieving precise segmentation is easier than ever, allowing you to tailor outreach initiatives based on donor preferences, levels of engagement, and past giving patterns. This personalized approach not only enhances donor relationships but also significantly increases the likelihood of a successful fundraising effort.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Windfall No 

Integrations

Windfall Yes 

Pricing Details

$1,999 per 6 months
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Diligencify

Founded

2023

Country

United Kingdom

Website

diligencify.com

Vendor Details

Company Name

EverTrue

Founded

2010

Country

United States

Website

www.evertrue.com

Product Features

Alumni Management

Event Management No 
Fundraising Management Yes 
Jobs Board No 
Mailing List Management No 
Member Accounts No 
Member Communities Yes 
Member Directory Yes 
Member Portal No 
Membership Management No 
Website Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database No 
Event Management No 
Gift Management Yes 
Grant Management No 
In-Kind Donations No 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management No 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management No 

Fundraising

Alumni Management Yes 
Auction Management No 
CRM No 
Campaign Management Yes 
Contribution Tracking No 
Donor Management Yes 
Event Management No 
Gift Matching Management No 
Grant Management No 
Membership Management No 
Mobile Giving Yes 
Payment Processing No 
Pledge Management No 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management No 

Higher Education

Admissions Management No 
Alumni Management Yes 
Assessment Management No 
Curriculum Management No 
Faculty / Staff Management No 
Financial Aid Management No 
Fundraising Management Yes 
Housing Management No 
Scheduling No 
Student Information / Records No 
Student Portal No 

Alternatives

Alternatives

Bloomerang CRM Reviews

Bloomerang CRM

Bloomerang
Agilon One Reviews

Agilon One

Agilon