Case Study: Stonehill College achieves greater gift officer productivity with EverTrue

Stonehill College Enhances Gift Officer Productivity with EverTrue

Stonehill College, a Catholic liberal arts college in Easton, Massachusetts, needed a more efficient way to support its new comprehensive campaign, helping gift officers access donor data, track assigned prospects, and identify new potential donors. With more than 40,000 records in Banner and about 100 prospects per gift officer, the team wanted a tool that would make prospecting, portfolio management, and trip planning faster and easier.

EverTrue implemented a solution that let Stonehill staff search donor data in seconds, view portfolios, map prospects, and use social and giving insights to improve outreach. As a result, gift officers spent less time in spreadsheets and more time building relationships, discovered new prospects for meetings and trips, and even helped generate new opportunities like an internship connection. Stonehill reported that EverTrue improved both the quality and quantity of prospects reached, supporting the college’s campaign momentum.

Stonehill College

David Dugas

Director of Major and Planned Gifts