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features
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support

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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.

Description

The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently. Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Charityproud
StratusLIVE
Tessitura
Total Community Manager
Windfall

Integrations

Charityproud
StratusLIVE
Tessitura
Total Community Manager
Windfall

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

EverTrue

Founded

2010

Country

United States

Website

www.evertrue.com

Vendor Details

Company Name

WealthEngine

Founded

2000

Country

United States

Website

www.wealthengine.com

Product Features

Alumni Management

Event Management
Fundraising Management
Jobs Board
Mailing List Management
Member Accounts
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Higher Education

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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