Case Study: Trinity University doubles frontline efficiency with EverTrue

Trinity University Doubles Frontline Efficiency With EverTrue

Trinity University, a private liberal arts college in San Antonio, Texas, needed a more efficient way for its small major gifts team to manage 550 prospects and grow top-level giving from a database of over 94,000 records. Before using EverTrue, gift officers spent days planning travel and struggled to access key donor information while on the road, making it harder to meet visit goals and build stronger prospect relationships.

With EverTrue’s map, trip-planning, mobile app, and portfolio tools, Trinity cut visit planning time to less than half and gave gift officers better access to donor data before and during meetings. The results included identifying 400 new prospects, uncovering a previously unknown billionaire donor, and significantly increasing dollars raised year over year, while also allowing the team to complete more visits in less time.

Trinity University

Paul Cox

Major Gifts Officer