EverTrue

What EverTrue does

EverTrue is a Boston-based private SaaS company that provides an integrated fundraising intelligence platform to higher education institutions, healthcare systems, and nonprofit organizations. Its suite is organized around four pillars: Intelligence (Signal for AI-enhanced donor engagement; DonorSearch for prospect research across over 240 million charitable gift records), Outreach (ThankView for personalized video; Pledgemine for direct mail; Signal automation), Stewardship (Balance for endowment accounting; Impact and ODDER for stewardship and digital endowment reporting), and Services (Donor Experience Officers). The platform applies AI-driven predictive scoring, natural-language donor summaries, recommendation engines, and delta-tracking to prioritize major gift prospects and automate outreach cadences.

The company has scaled primarily through acquisition, integrating ThankView (October 2021), The Solas Group (February 2022), Pledgemine (June 2022), Fundriver / rebranded Balance (August 2022), and DonorSearch (September 2025). Technology integrations span Salesforce (via the AgentExchange marketplace through DonorSearch360+), Facebook (proprietary engagement-scoring integration), and major enterprise finance systems including Workday, Oracle, NetSuite, Blackbaud, Ellucian, Jenzabar, and Peoplesoft. Balance holds SOC 1 and SOC 2 Type II certifications, and the platform maintains HIPAA-aligned capabilities for healthcare fundraising contexts.

EverTrue operates a sales-led go-to-market with quote-based annual subscriptions, demo-driven acquisition, a self-serve evaluation path, and a growing Salesforce marketplace channel. The company states it serves 13,000+ fundraising teams ranging from solo shops to large university advancement offices. Reported headcount of 11–50 employees indicates a capital-efficient operating model relative to customer scale, supported by roughly $23.5M of cumulative venture funding raised between 2011 and 2017.

Name

EverTrue

Legal name

Evertrue LLC

Website

https://evertrue.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

EverTrue is a Boston-based SaaS company providing an integrated fundraising intelligence platform to 13,000+ higher education, healthcare, and nonprofit organizations, covering AI-powered prospect research, donor engagement, video and direct mail outreach, and endowment accounting.

Ownership category

akta.pro rank

Product category

Fundraising Intelligence Software

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Advancement Services & Donor Operations (CRM, Gift Processing, Stewardship) (EDALAOAD)

akta.pro secondary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Donor management software
• Fundraising intelligence platform
• Prospect research software
• Endowment accounting software
• Alumni engagement platform

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: EverTrue operates as a SaaS platform offering subscription-based access to its fundraising intelligence and engagement suite. The platform is sold to nonprofit organizations, universities, and healthcare institutions on a per-seat or organizational subscription basis. Pricing is quote-based and tailored to organization size and product module selection.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

EverTrue is a philanthropy-first SaaS platform that helps higher education advancement offices, healthcare foundations, and nonprofit fundraising teams identify major gift prospects, engage donors across email/video/direct-mail/text channels, manage endowment accounting, and deliver personalized stewardship reporting. Its core modules include DonorSearch for AI-powered prospect research, Signal for AI-enhanced engagement and cadences, ThankView for personalized video outreach, Pledgemine for direct mail, Balance for endowment accounting, and Impact/ODDER for stewardship reporting, supported by embedded Donor Experience Officer services.

Product overview

EverTrue is a philanthropy-first intelligence platform offering a comprehensive suite of fundraising tools organized around four pillars: Intelligence (Signal, DonorSearch), Outreach (ThankView, Pledgemine), Stewardship (Balance, Impact, ODDER), and Services (Donor Experience Officers). Signal serves as the core donor engagement platform with AI-enhanced prioritization and cadences, while DonorSearch provides AI-powered prospect research with access to 240+ million charitable gift records. ThankView delivers personalized video fundraising and Pledgemine enables direct mail personalization. Balance handles endowment accounting with integrations to enterprise finance systems, Impact creates donor stewardship reports, and ODDER provides digital delivery of endowment reports. The platform also includes TrueView Profiles for always-fresh constituent data and Career Moves for automatic job change tracking. DonorSearch360+ extends these capabilities to Salesforce users via the AgentExchange platform.

Differentiator

Problem solved

Functional benefit

Brands

• Signal: AI-enhanced donor intelligence and outreach platform for donor engagement and pipeline management
• DonorSearch
• ThankView
• Pledgemine
• Balance
• Impact
• ODDER

Products and services

• Signal AI-enhanced donor engagement platform that provides prioritized outreach lists, AI-generated donor summaries, automated cadences, task management, and built-in engagement tracking for advancement and fundraising teams.
• DonorSearch AI-powered prospect research platform providing wealth screening, predictive scoring, and access to over 240 million charitable gift records to identify major giving prospects with capacity and intent to give.
• ThankView Personalized video fundraising software enabling hyper-personal 1:1 and 1-to-many donor videos via email or text, with automated campaigns, engagement tracking for opens, watch time, and clicks, and video collection workflows.
• Pledgemine Direct mail fundraising software enabling personalized donor communications through variable data printing, professionally designed templates, and print management without minimum order requirements.
• Balance Cloud-based endowment accounting software handling unitization, spending calculations, reconciliations, and fund management with audit-ready reporting and integrations to Workday, Peoplesoft, Oracle, NetSuite, Blackbaud, Ellucian, and Jenzabar.
• Impact Donor stewardship software creating personalized, print-ready PDF endowment reports using fund, donor, and awardee data with branded templates and configurable layouts for endowment reporting and donor impact packets.
• ODDER Digital endowment report delivery platform transforming existing endowment reports into secure, on-demand digital experiences with personalized messaging, professional video, and branded landing pages accessible without portals or logins.
• DonorSearch360+ Fundraising intelligence application on Salesforce's AgentExchange platform enabling real-time donor wealth and behavior analysis with delta tracking, massive-scale batching, and AI-driven predictive scoring.
• Donor Experience Officers (DXO) Embedded fundraising professionals from EverTrue who work alongside client organizations to support donor engagement, outreach planning, stewardship execution, and campaign cycle support, each managing 1,000+ prospects.

Quantifiable outcome

• 368%+ increase in Giving Day participation (from under 600 to 2,813 donors)
• +7 more outcomes

Named customers28 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability9 records

Feature11 records

Partnerships

Four partnerships are on record, tiered core.

• SalesforcecoreTechnology or Integration · 1 June 2026DonorSearch360+, EverTrue's AI-powered donor discovery application, is available on Salesforce's AgentExchange platform. This integration enables nonprofits, universities, and healthcare organizations to access donor wealth and behavior analysis directly within Salesforce CRM, featuring delta tracking, massive-scale batching, and AI-driven predictive scoring.
• DonorSearchcoreStrategic or Co-development Partner · 1 September 2025EverTrue acquired DonorSearch in September 2025 to enhance its donor engagement and pipeline development capabilities. The combined entity aims to improve prospect identification and relationship building for fundraising organizations. DonorSearch brings AI-powered donor discovery and the world's largest philanthropic database with over 240 million charitable gift records.
• FundrivercoreStrategic or Co-development Partner · 1 August 2022Fundriver joined the EverTrue family in August 2022 and became Balance, a cloud-based endowment accounting software. Fundriver helps nonprofits manage endowments and similar investment pools through unitization, investment allocations, fund activity, and spending calculations. Fundriver's capabilities were rebranded as Balance by EverTrue.
• The Solas GroupcoreStrategic or Co-development Partner · 1 February 2022EverTrue acquired The Solas Group in February 2022. The Solas Group specialized in predictive modeling and analytics for the education sector. The acquisition was aimed at enhancing EverTrue's platform with embedded analytics and benchmarking to improve fundraising efforts and donor engagement.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Blackbaud: Blackbaud is the dominant incumbent in nonprofit fundraising and CRM software (Raiser's Edge, eTapestry, Luminate). It serves the same higher education and nonprofit advancement market as EverTrue but as part of a much broader portfolio; EverTrue competes most directly where advancement teams want modern UX and AI-native workflows over Blackbaud's legacy stack.
• Salesforce Nonprofit Cloud: Salesforce's Nonprofit Cloud / NPSP is the underlying CRM that many advancement offices use, and with AgentExchange it now directly hosts EverTrue's DonorSearch360+. It overlaps heavily with EverTrue in prospect management, donor engagement, and AI-powered workflows but is a broad CRM rather than a specialized advancement suite.
• Bonterra (Network for Good, Giveffect, etc.): Bonterra is a broad social-good software platform consolidating multiple fundraising and grants management brands (Network for Good, Giveffect, CyberGrants). It competes with EverTrue across donor CRM and fundraising intelligence for nonprofits and healthcare systems, with broader ambitions in the social-good stack.

Direct peers

• Bloomerang: Bloomerang is a direct SMB-focused competitor offering donor CRM, online giving, and email engagement for small and mid-market nonprofits. It targets the same fundraising buyer as EverTrue's solo-shop and small advancement office segments with a similar subscription SaaS model.
• Givebutter: Givebutter is a modern, fast-growing fundraising platform covering online giving, events, auctions, and donor management aimed at small-to-mid nonprofits. It competes with EverTrue's outreach and engagement layers (ThankView, Signal, Pledgemine) for the same all-in-one RFP.
• Funraise: Funraise is a nonprofit fundraising platform focused on online giving, donor CRM, and campaign management for mid-market and enterprise nonprofits. It competes head-on with EverTrue on engagement automation, donor pipelines, and giving day tooling for advancement teams.
• DonorPerfect: DonorPerfect is a long-established donor CRM and fundraising software provider for small and mid-sized nonprofits. It competes with EverTrue Signal in the same advancement CRM replacement deals and at similar subscription price points.
• Classy (GoFundMe Pro): Classy, now part of GoFundMe Pro, is a leading online fundraising and donor engagement platform for mid-market and enterprise nonprofits. It overlaps directly with EverTrue's outreach, giving day, and donor engagement capabilities for the same nonprofit advancement buyer.
• WealthEngine: WealthEngine is a prospect research and wealth screening platform providing AI-driven donor identification and capacity scoring. It is the closest direct competitor to EverTrue's DonorSearch product for prospect research, serving many of the same university and nonprofit advancement teams.

Emerging players

• Graduway: Graduway is an alumni networking and engagement platform integrated into EverTrue's ecosystem. It addresses an adjacent slice of the alumni relations use case that EverTrue serves, making it a partial competitor in alumni engagement tools.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/evertrue
• YouTubeyoutube.com/@evertrue5484
• Facebookfacebook.com/GetEverTrue
• LinkedInlinkedin.com/company/evertrue
• Instagraminstagram.com/weareevertrue

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds5 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EverTrue