EverTrue – Advance Lingo Translator

Many terms in EverTrue and Advance are the same (Your Capacity Score = Capacity Score). Below are some frequently used terms that are different.

EverTrue

Advance

Constituent

Biographic

Remote ID

Advance ID

Constituent

Entity

Constituency

Entity Type

Donor Score

Propensity Score

Your Engagement Score

Affinity Score

EverTrue Index

No equivalent – ET uses an algorithm that looks at recency, frequency, and monetary value of a prospect’s giving: less robust than Donor Score (Propensity Score in Advance)

Prospect Status

Prospect (Program) Stage

Solicitation Code

Mail Code (includes omit codes)

Career

Function

Field of Work

Industry

Nature of Business

Interactions & Proposals

Contacts & Proposals

Interaction

Contact

Proposal Stage

Proposal Status

Original Amount & Date

Anticipated Ask Amount & Expected Ask Date

Current Amount & Date

Actual ask amount & date

Expected Amount & Date

Initial Contribution Amount & Date

Funded Amount & Date

Granted Amount & Date

Giving & Gift Transactions

Categorized Giving

Allocation School+ (includes a few programs)

Designation Category

Allocation School

Designation

Allocation

Gift Date

Date of Record (gift received)

Lifetime Giving

Credit Amount (commitment with expectancy calculation which includes Gift, Pledge, Matching Gift, & Expectancy)