Pricing
Register now for a Free 14-Day Trial (No credit card needed), then decide which plan is right for you
Basic Ask
After free trial
3 profiles per month
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 (i.e., Hospitals, Performing Arts) with additional inputs for greater donor specificity
Full Planner Library
+Edit Completed Profiles
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)
|
|
|
|
+ Teams & |
|
| Monthly Profiles |
3 |
Unlimited |
Unlimited |
Unlimited |
| Users |
1 |
1 |
1 |
Multiple |
|
Management Account |
– |
– |
– |
X |
| SmartWizard |
X |
X |
X |
X |
|
Specific Sectors (13) Potential new sectors, if not listed |
– |
– |
1 |
1 for Teams, ALL for Consultants |
|
Donor Record ID |
– |
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 |
– |
X |
X |
X |
|
Tips for Asking & Closing |
X |
X |
X |
X |
|
Pledge Ask |
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 |
– |
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 + |
– |
– |
X |
X |
|
Donor Database Integration |
– |
– |
– |
Add-on |
Register now for a Free 14-Day Trial, then decide which plan is right for your organization