Case Study

Trinity University Doubles Frontline Efficiency With EverTrue

Trinity University Doubles Frontline Efficiency With EverTrue

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Trinity University Doubles Frontline Efficiency With EverTrue Who Trinity University, a private liberal arts college in San Antonio, Texas. The Trinity major gifts team manages 550 prospects out of over 94,000 records in their database, Datatel. Challenge With a small team of four gift officers, Trinity University needs to be as efficient as possible on the frontline. One of the institution’s biggest goals is to grow the major giving program, yet the team lacked the technology necessary to effectively manage prospects and donors to increase top-level giving. Not only was it time-consuming for gift officers to plan travel—making it difficult to hit their visit goals—but it was also challenging for them to access crucial donor information while on the road. Why EverTrue Now, with EverTrue, t

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