Plans & Pricing
When it comes to pricing, one-size does not fit everyone. That’s why we now offer Premium and Standard plans that are tiered to meet the needs and budgets of all organizations.
Just getting started?
Activate non-cash giving with pay-as-you go transaction pricing. Receive full functionality with no monthly fees.
Essential features for receiving stock donations with no monthly fees.
- Easy button widgets for stock, crypto and DAF grants
- Donation dashboard
- Marketing assets
- Free live and on-demand training
- Cash payouts in two weeks (stock and crypto gifts)
Ready to scale non-cash giving?
Premium plans offer additional benefits and lower transaction fees for nonprofits ready to scale.
- Priority service, support, gift matching and more.
- Custom widgets for stock, crypto and DAF grantsMatch the button to your brand guidelines.
- 1:1 consulting and strategyMaximize results with a dedicated Customer Success Manager.
- Priority supportVia chat, email or phone.
- Weekly payoutsBased on the prior week’s gifts.
- Free API connection and supportEasily integrate data into your CRM.
- On-site promotionGain exposure to our growing base of stock donors.
Pricing Details
- Standard plans include transaction pricing for gifts of stocks, mutual funds, crypto and DAF grants.
- Premium plans offer lower transaction fees combined with a modest monthly platform fee based on org size.
- For organizations with total fundraising budgets over $50 million, we can provide a custom quote.
| Annual Fundraising Budget | Standard Plan* | Premium Plan | ||||
|---|---|---|---|---|---|---|
| Stock/Crypto transaction fee | DAF grant transaction fee | Stock/Crypto transaction Fee | DAF grant transaction fee | Platform Fee | ||
| Up to $1 million | 3.9% | 1.5% | or | 2.9% | 1.5% | $59 / mo |
| Up to $5 million | 3.9% | 1.5% | 2.8% | 1.5% | $99 / mo | |
| Up to $10 million | 3.9% | 1.5% | 2.7% | 1.5% | $179 / mo | |
| Up to $25 million | 3.9% | 1.5% | 2.6% | 1.5% | $299 / mo | |
| Up to $50 million | 3.9% | 1.5% | 2.5% | 1.5% | $499 / mo | |
| Over $50 million | Request a quote | |||||
*For gifts larger than $100,000, fee decreases to 1% on incremental proceeds (over $100,000).
For example: Non-profit with a $5 million fundraising budget (all sources) may choose the standard (3.9% fee) or Premium ($99/mo +2.8%) Plan.
Ready to take the next step?
Frequenty Asked Questions
When it comes to pricing, one-size does not fit everyone. For organizations seeking to rapidly grow stock gifting, we created a Premium plan that offers greater valued and lower net costs than our Standard plan.
Premium plans offer exclusive benefits and lower fees!
- Custom Easy Button to match your brand guidelines.
- 1:1 consulting and strategy with a dedicated Customer Success Manager.
- Priority support via chat, email or phone.
- Weekly payouts based on the prior week’s gifts.
- Free API connection and support to easily integrate data into your CRM.
- On-site promotion to gain exposure to our growing base of stock donors.
For most orgs the Premium plan results in a net cost of less than $0.025 for every new dollar of revenue - making it the most cost-effective way to acquire new donations.
- To get started, log into your portal and navigate to “Subscription > Pricing Plan” in the left nav bar.
- Next, enter your overall fundraising budget and your goals for stock as a share of total proceeds.
- You’ll then see the price and expected savings by selecting the Premium plan.
- Choose either the Standard or Premium plan.
- If you choose the Premium plan, enter your payment information and save.
Yes, you can upgrade from Standard to Premium in your portal. Please allow 30 days for the billing changes to take effect.
Yes you can downgrade by contacting your Customer Success Manager.
We introduced matching campaigns at various times throughout the year to support specific initiatives. The actual cadence varies.