Pricing that fits your organization, not the other way around.

One flat annual fee. No cost to your donors. Build your custom platform for free and choose the plan that matches the size of your program when you're ready to launch.

Compliant in all 50 statesNo hidden fees

Estimate your giving potential

Around 15% of your donors are a loyal core, and 10.8% of them include a cause in their will when they're simply asked.

ANNUAL INDIVUAL CONTRIBUTIONS

$1,600,000

$100k$5M$50M+

4,571

Est. donors

74

Potential legacy gifts

Recommended

Estimated value

$3,608,286

Based on your annual individual contributions, the Growth plan is sized for this pipeline and scales with your team.

  • Up to 200 completed wills per year
  • Priority email and phone support
  • Custom marketing templates

Projections use a 10.8% legacy inclusion rate when donors are digitally prompted and an average digital bequest of $48,723.

Choose the right fit for your mission.

Transparent pricing that scales with your donor base.

Starter

$999/year

Up to 25 completed wills per year

  • Branded will-builder microsite
  • Documented gift intentions
  • Email support
  • Standard reporting

Growth

$2,499/year

Up to 200 completed wills per year

  • Everything in Starter
  • Priority email and phone support
  • Custom marketing templates
  • CRM integrations

Enterprise

Custom

More than 200 completed wills per year

  • Unlimited completed wills
  • Dedicated account manager
  • Advanced security and SSO
  • White-label donor portal

Universal features on every plan.

Bank-grade security

Encrypted donor data and compliance in all 50 states, so supporters can plan with confidence.

Build for free

Set up your branded platform and preview the full donor experience before you ever pick a plan.

Always free for donors

Guided wills cost your supporters nothing, whether or not they include your cause.

Tracking and reporting

Documented gift intentions, pipeline views, and exports included on every plan.

Pricing questions, answered.

Plans start at $999/year based on your organization's size and the level of support you want. Every plan includes free, guided wills for your donors. Sign up to preview your branded microsite and donor experience at no cost; you'll only choose a plan when you're ready to go live.

Planned giving background
Easy
Simple
Accessible

Not sure which plan fits?

Talk with our team about your supporter base and we'll walk through the plan that matches your program today.

Sign up for Free
Compliant in all 50 states. At no cost to donors.