Summary of Plans

Basic Ask

(Free Version)
[Use After Free Trial]

Prepare for Bold Asks with Greater Readiness & Confidence

• Up to 3 profiles/month
• Up to 72 most recent profiles in the Library
• Basic Ask Results, Library, and Support

Pipeline Planner

Plan & Predict Major Donor
Outcomes Better

• Unlimited profiles with Donor IDs and notes
• Full Ask & Expected Goal Planner Results
• Full Planner Library with Actual Pledge update, File Viewing & Sharing, and Export Profile Library
• Training & Support

+Sectors

Greater Ask Confidence &
Giving Predictability

• Add 1 sector with additional profile inputs for greater donor specificity

+Teams & Consultants

Management Visibility For
Team Productivity

• Multiple users & locations
• Team Management Library View
• Team Training & Support
• Multiple sectors for consultants
• Optional database integration (additional $)