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Checklist for Onboarding a New Gift Officer

Customize this checklist to help your new team members get up to speed faster. 

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The average tenure of a frontline fundraiser is only 18 months, which means that you're constantly and consistently adding new development officers to your team.

Following our conversation with Anthony Barbuto, Associate Vice President of Leadership Gifts at Boston University, and Justin Smith, Senior Director of Development at the Oklahoma State University Foundation, we created a template for internal resources for newly hired team members. Download this guide to build an onboarding resource for your team. 

Watch the conversation with Anthony and Justin here. 

TESTIMONIALS

Our Customers

 

EverTrue saves time, energy, and frustration. It puts everything at your fingertips, equipping you with the right information before you visit a donor or prospect.

With powerful donor insights at our fingertips, especially social media engagement data, we are able to better capitalize on the giving potential of our constituents.”

Using the Facebook Events information in EverTrue allowed me to rapidly identify donors I was previously unaware were traveling across the country to attend the game.”

 

See how EverTrue can work for you

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