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Compare Plans & Features


Basic Ask


Pipeline Planner


+
Sectors

+ Teams &
Consultants

Monthly Profiles

3

Unlimited

Unlimited

Unlimited

Users

1

1

1

Multiple

Management Account

X

SmartWizard

X

X

X

X

Specific Sectors (13)
Animal Welfare, Arts – Performing, Arts – Visual,
Civic/Advocacy, Culture/Museum, Illness Focused,
Education (K-12), Education – College,
Foundation/Grant Making, Health/Allied Healthcare,
Hospitals, Human Service, Religion

Potential new sectors, if not listed

1

1 for Teams,

ALL for Consultants

Donor Record ID
From your database

X

X

X

Donor Profile Notes

X

X

X

Donor Profile Results

X

X

X

X

Readiness Score & Range

X

X

X

X

Pledge Ask

X

X

X

X

Expected Pledge Goal
(for Planning)

X

X

X

Tips for Asking & Closing

X

X

X

X

Pledge Ask
Annualized Payments

X

X

X

X

Net Cost after tax benefit

X

X

X

X

Ask for an Estate Gift?

X

X

X

X

Print/Email Complete
Detailed Profile Results

X

X

X

Donor Profile Library

X

X

X

X

Maximum Profiles

72

Unlimited

Unlimited

Unlimited

Donor Profile Search

X

X

X

X

Readiness Score & Range

X

X

X

X

Pledge Ask

X

X

X

X

Expected Pledge Goal
(for Planning)

X

X

X

Actual Pledge
(Ask Status & Amount)

X

X

X

View/Delete Entry
(Summary, Detail, Delete)

X

X

X

Export Profile Library to CSV
(Summary, Complete)

X

X

X

Edit Completed Profiles

X

X

Teams Management View

X

Donor Database Integration

Add-on

Knowledge base
Instructions, FAQ, Video Tutorials, Webinars,
Ask Abstracts blog

X

X

X

X

Training & Support

X

X

X

X

1:1 Training (Zoom)

X

X

X

Team Training (Zoom)

X

Special Training: Art of the Ask +
Major Donor Pipeline Development

X

X

Donor Database Integration

Add-on