Helping businesses choose
better software since 1999
better software since 1999
Guides & Research
Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
EverTrue’s data, software, & services empower advancement teams to create personal experiences for donors. 100s of organizations fuel engagement by understanding and reaching alumni via EverTrue’s social, wealth, interest, and career data sources and engagement software. EverTrue solutions include ThankView, the top personal video platform for fundraisers; Pledgemine, which delivers smarter, personalized direct mail; and Fundriver, the leading endowed fund accounting and reporting software.
Provider
EverTrue
Located In
United States
Foundation
2010
Open API
No
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Documentation, In Person, Webinars, Live Online, Videos
Support
Email/Help Desk, FAQs/Forum, Knowledge Base
Data, software, and services for higher ed advancement teams to identify and reach more donors than ever before.
Content Source: EverTrue
Based on other buyer's searches, these are the products that could be a good fit for you.
A product’s price can vary greatly based on features needed, support or training required, and customization requests. Some vendors want a chance to talk to you before being ruled out for pricing. When you find a product that fits your needs, you should talk to the vendor to figure out what they can offer.
EverTrue Reviews
Pros
The ease of accessing donor files, the relative home price on their most recent address, and the presentation of relevant constituent data are items I like best about the software.
It is a wonderful tool for our MGO's to plan trips and provide the data team quick updates on contact information. The help desk is very good at quick answers.
The company has not only developed (and continues to improve upon) a solid platform; its employees are passionate, thoughtful, and committed.
EverTrue is a valuable contribution to our decision support systems. Their customer success team is without parallel, extremely responsive and always gracious.
Cons
That area is not relevant to my position so I don't like that we have paid the full price for EverTrue when a lot of the functionality isn't used.
Periodically it gets stuck and you have to update the mobile app to get it to work.
I have had users confused by the default terminology on the platform when it doesn’t match our established norm. Solicitation codes in EverTrue are known as exclusion codes to everyone in the office.
If there are cons, it's that the product offers so many tools I can find myself going down a rabbit hole of data discovery, but that's a ME problem, not an EverTrue problem.
Most Recent Video User Review for EverTrue
SEE ALL VIDEO REVIEWS
The Alumni Relations and Development Goto!
Ciara G.
"Great for custom giving pages"
Pros: I mainly use EverTrue for the custom giving pages. Using these has allowed us to mirror our emails to match the giving page. In turn, this has increased our conversion rates. EverTrue also gives us the ability to see the visitors, who started the form and gifts. Those figures have never been available to us so this has allowed us to better prove our worth. The forms are super easy to set up and to fill out as a user. There is even a recurring option which is huge for us.
Cons: While the pages are super easy to set up and use, they are lacking space for more text. I understand the pages shouldn't need a lot of text as people should know what it is about before getting to the page but additional text space would be useful at times as putting text on the image in the background is not ADA compliant. The main functionality or EverTrue lies in the prospecting abilities. That area is not relevant to my position so I don't like that we have paid the full price for EverTrue when a lot of the functionality isn't used.
"New frontier for Data and Volunteers"
Overall: Overall, we are extremely happy with EverTrue. We feel that we get allot of value for the investment in the platform. Our customer success manager has been wonderful and has kept us engaged with everything that is happening.
Pros: A single platform for our prospect research, Annual Giving and volunteers to access a rich set of data. Continually evolving the platform and adding new features. Daily syncing of our data. Opportunity to review and see engagement data with Facebook. This was a set of data that we didn't know we really needed, and now that we have it, it has really become a core part of our data set.
Cons: We really don't have many cons in terms of the core platform, other then our desire to have APIs available for data exchange. It is supposed to be a part of their roadmap. We had also used their Directory, and it was really wonderful have a single platform for all these Alumni tools. They are no longer providing that capability, so that is disappointing to have to work with another vendor.
"Evertrue"
Pros: Ease of use. Everything is in one place from prospecting to execution of visits to stewardship.
Cons: Evolution of service. As the company has gotten bigger, the early adopters have been left behind a bit.
"3 Things That Changed How We Work"
Overall: I have been working with EverTrue for more than three years. In that time, I have always felt like a priority when I encounter issues. I have a voice that is heard, regardless of the size of my institution, and that makes it worth my time to maximize our usage of the platform. Creating a great tool and fostering a culture of constant improvement keeps them relevant in the industry; investment in the customer relationship makes them valuable to us.
Pros: Consumption: Databases are built to store information extremely well but not make it easy to access quickly or intuitively. You have to learn another language of form acronyms to get at basic information. Using EverTrue has allowed us to transform data consumption by putting constituents in a context that is relevant. Users can see who they are, where they work, and their relationship with us alongside real-time info from third-party sources that we could simply not catalog efficiently. Collection: We make a great effort to keep our data clean and up-to-date, but people change faster than we can work. Our greatest sources of information are the frontline fundraisers. People inadvertently fill in gaps in conversation and EverTrue helps us capture those updates by reducing barriers. We empower anyone who interacts with constituents to help keep connected by retiring old data and suggesting updates through the platform. This further reinforces the value of having one main software destination from which to work. Communication: Gone are the days of submitting forms or writing emails with context to make sure we are talking about the same person. We take all communication that doesn’t need to be preserved to EverTrue’s comment functionality. It works like social media but without the awkward relatives filling up your feed. Tag a coworker on a profile and exchange ideas on how to engage that constituent. Share a link to a timely news article so they have it for their donor visit
Cons: There are the small quality of life things that detract from the user experience at times. You lose your spot in a list if you select a profile. You can avoid the issue by opening each profile link in a new tab in your browser, but that does take away from the seamless nature of the platform. I have had users confused by the default terminology on the platform when it doesn’t match our established norm. Solicitation codes in EverTrue are known as exclusion codes to everyone in the office. Our actual solicitation codes reference appeal coding. This was sorted out, but worth noting as it was an adjustment.
"Changing the way Advancement Offices interact and use data"
Overall: From the first sales meeting to the last call during the four-week implementation, EverTrue partners with you at your pace. Having worked with many sales and implementation professions, this was a very refreshing experience. The company has not only developed (and continues to improve upon) a solid platform; its employees are passionate, thoughtful, and committed. As the head of Advancement Services, I oversaw the initial set up, training, and finding the key points to measure ROI. Setting up the integration between Banner Advancement and EverTrue was straightforward and well documented. Training with our Customer Success Manager, Caroline, was a solid launching point for our gift officers and alumni relations team. We have almost 100% adoption with users loving the trip planning data and the ability to segment thoughtfully and intuitively.
Pros: The New School's engagement with the platform is office-wide, Information Services uses EverTrue to capture employment updates from the LinkedIn integration and Eventbrite registration. Officers also use the native functionality to notify Information Services when they discover new information. Prospect Development has uncovered new prospects through creative segmentation available and find the list functionality an easy way to organize their work. Gift Officers conduct their own prospecting prior to a trip which is made easier via the mobile app and the mapping functionality.
Cons: I do not have many criticisms of the EverTrue outside of the ability to be able to filter on all available fields within the platform. You are limited by the predefined set for searching as well as display. An example is "Last Interaction Date." I would like to this to be a column that displays so I could prioritize my outreach.
