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Plan

Campaigns and proposals

Track a campaign's progress and the proposals in flight against it.

Group giving into campaigns so you can see progress against a goal, and track the proposals you have in front of donors.

  • A campaign shows raised against goal, the gifts attributed to it, and a thermometer your board can read at a glance.
  • A proposal records the ask: the amount, the prospect, and where it sits, so nothing in flight gets dropped.
  • Forecasting reads proposals and pledges to give you an honest read of what is likely to land.