Priced by the size of your portfolio
Every plan includes the full donor portfolio, scores, next best actions and email pipelines. You pay for how many donors you track, how many emails your pipelines send and, on Essentials, how many staff sign in.
Founding partners get the Growth plan for the Essentials price for their first 12 months, plus hands-on setup from our team. Limited places.
Apply for the pilotEssentials
For small teams getting their portfolio started.
$199 / month
- Donor records
- up to 2,500
- Emails
- 10,000 / month
- Staff logins
- up to 5
- 11-tier portfolio and five relationship scores
- Next best action for every donor
- Daily action list, opportunity and risk centers
- All 10 email pipelines and campaigns
- CSV and Excel import, duplicate merge
- Support tickets
Growth
For growing programs running monthly-giving and win-back campaigns.
$399 / month
- Donor records
- up to 10,000
- Emails
- 50,000 / month
- Staff logins
- unlimited
- Everything in Essentials
- Send from your own domain
- Movement and portfolio analytics
- Guided data import
- Support tickets
Pro
For development departments with major-gift and legacy programs.
$799 / month
- Donor records
- up to 25,000
- Emails
- 150,000 / month
- Staff logins
- unlimited
- Everything in Growth
- Named onboarding lead
- Quarterly portfolio review with our team
- Calibration tuned to your results
- Priority support
Enterprise
For large organizations and multi-site networks.
Custom
- Donor records
- 25,000+
- Emails
- custom volume
- Staff logins
- unlimited
- Everything in Pro
- Dedicated database option
- Single sign-on
- Dedicated sending IP
- Annual contracts and invoicing
Extra emails on any plan: $2 per 1,000. Pay annually and get two months free. One-to-one emails from staff don't count toward your allowance.
Coming later: run your whole program in one place
Today Philanthropy Portfolio works alongside your donor database and donation forms. These add-ons will let you replace them when you're ready.
Donor CRM
Record gifts, send receipts and acknowledgment letters, and manage households and relationships directly in Philanthropy Portfolio, so it becomes your system of record.
Planned as a monthly add-on to any plan.
Online giving
Donation forms and monthly-giving signups that feed your portfolio the moment a gift arrives. Payments are handled by Stripe, so card details never touch our systems, and donors can choose to cover fees.
Planned with a small platform fee that falls on higher plans.
Questions
What counts as a donor record?
Every person in your portfolio: donors, lapsed donors and prospects such as volunteers or adopters who haven't given yet. If you grow past your plan's limit, nothing stops working. We'll talk with you about moving up at your next renewal.
Who counts as a staff login?
Anyone on your team who signs in to Philanthropy Portfolio, at any access level. Essentials includes up to 5. Growth, Pro and Enterprise include unlimited logins, so volunteers and board members can have their own read-only access.
What counts toward the email allowance?
Emails sent by your pipelines and campaigns. Personal one-to-one emails your staff send from a donor's next best action don't count. If you go over, extra emails are $2 per 1,000, and you'll see your usage before that happens.
Do we have to replace our donor database?
No. Philanthropy Portfolio works alongside the system you already use. You keep recording gifts there and bring the data in by export. Direct connections, and our own Donor CRM add-on, are on the roadmap.
Do you process donations?
Not today. We read your giving history; we never take payments or store card numbers. Our planned online giving add-on will use Stripe, so card details still won't touch our systems.
What data do we need to get started?
At minimum, a list of donors (name plus email or mailing address) and their gifts (date and amount). Recurring plans, volunteer shifts, event attendance and staff notes make the scores more accurate, and you can add them later.
Who can see our donor data?
Only the people you invite. Each organization's data is isolated in the database itself, and our platform team sees account-level totals, not your donors' names or gifts.
Is there a contract?
Essentials, Growth and Pro are billed monthly and you can cancel at any time, or pay annually for two months free. Enterprise terms are agreed with you directly.
Not sure which plan fits?
Tell us roughly how many donors you have and how often you email them. We'll recommend a starting point.