New pricing effective September 2024. To view the previous pricing structure, please contact your Client Success Manager.

Product Plans

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Pro

Enterprise

For foundations with standardized grant making processes that value full CRM and reporting capabilities.
For Foundations with multiple teams and/or grantmaking processes
For data-driven Foundations with multiple teams & higher touch grantmaking processes.
Grants Management
Customizable Payments and Approvals Dashboards
Compliance - Tax Status Verification (US/UK/AU)
Compliance - Grant Requirements Dashboard
Compliance - Organization Financials
Batch Operations and Record Management
Grant Renewals Management
Workflows
Docket Management
Regranting Tracker
Matching Gifts
Grant Amendments Management
Rule-based Request Code Assignment
Portfolio Management
Compliance - Organization Financial Health
Compliance - OFAC Risk Management (Bridger Insight Integration)
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Board Portal
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Applications & Grantee Reporting
Unlimited Grantee User Accounts
Open Grant Applications
Invited Grant Applications
Grantee Reports
Branching Logic (Forms)
Grantee Initiated Forms
In-Form Comments
Batch Import of Applications & Reports
External Reviewers Portal
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Constituent Relationship Management (CRM)
Contact Management
Interactions Dashboard (e.g., e-mails, meetings, site visits, phone calls)
Gmail Extension/Add-in
Outlook Add-in
Native E-mail
Batch E-mails
Contact De-duplication and Merge
Contact Import (request level only)
Financial Management
Customizable Payments and Approvals Dashboards
Multi-year Forecasting
Budget Manager
Payments Import
Scenario Planning
Bank Account Information Collection & Management
Expenditure Responsibility Management
Multi-currency*
Bill Integration
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*Multi-currency will be turned on for all international customers regardless of package.
 
Document Management
GivingData Cloud Native Document Management
Document Linking (Google Drive, OneDrive, Dropbox)
Super Docs (GivingData Native Document Format)
Premium Document Management Integration (One Drive, Box)
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Business Intelligence and Reporting
Grantee 360
Quick search
Super Search (Saved searches, Customizable search result views, search results charting)
Report Builder with Report archive and schedule-driven report generation
Database Replica for Integration with BI Tools (e.g., Power BI or Tableau)
Custom Fields
Up to 10
Up to 50
Up to 250
Outcome Tracking and Learning (MEL)
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Integrations & APIs
Demographics via Candid (DEI)
APIs - Grants Data for Website Publishing
APIs - CRM Data
APIs - Payment & Accounting Data
Adobe Sign, DocuSign (E-signature)
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Lexus-Nexus Bridger Insight (OFAC Risk Management)
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Bill (Accounting/Finance)
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Add-on Services
Staging Site
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Long-term Data Retention
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*Plans effective for new clients as of Sept. 2024, subject to change.