Get started
Send two files. Get institutional-grade analysis within the hour.
Tell us a little about your organization and the CRM you run on. A strategist reviews your file profile and follows up to arrange the two exports we need. There is no integration project and no upload on this page.
- 01
Tell us about your file
The short form below: who you are, your organization, and the system your donor data lives in.
- 02
A strategist follows up
We reply within one business day to arrange a secure exchange of your contacts and gifts. Files never move through this page.
- 03
Walk through the review
We rebuild the full analysis on your data and sit with you to name the first three moves.