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Free 14-Day Trial

Pipeline Planner + Sectors

Register now for a Free 14-Day Trial, then decide which plan is right for your organization


Basic Ask

3 profiles per mo.

Basic Results
-Pledge Ask, Readiness Score, & Tips, only

Basic Library
-Up to 72 profiles
-Ask Results, only

Basic Support

Pipeline
Planner

Unlimited profiles

Full Planner Results
-Expected Pledge Goal
-Donor Record ID & Profile Notes
-Print/Email Detailed Profile Results

Full Planner Library
-Unlimited profiles
-Ask & Goal Results
-Actual Pledge
(Ask Status & Amount)
-View summary/detail & delete profiles
-Export Library to CSV

Training & Support


+
Sectors

Choose 1 Sector (e.g., Hospitals, Performing Arts, etc.) with additional inputs for greater donor specificity

Special Training (2/Yr)
-Art of the Ask
-Major Donor Pipeline Development

+ Teams &
Consultants

Seats/Organization
-Small 2 to 5
-Medium 6 to 10
-Large 11+ and consultants with multiple organizations

Management View

Multiple Sectors for consultants

Team Training & Support

Add-on
-Database integration (additional cost)


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

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

Free

$45/Month

Cancel anytime

$65/Month

Cancel anytime

Small $2,900/Year
Medium $4,100/Year
Custom > Inquire

Free 14-Day Trial

Pipeline Planner + Sectors

Register now for a Free 14-Day Trial, then decide which plan is right for your organization