
They are extremely organized and helpful. Consistency is critical for a small staff to keep planned giving on the top of the to-do list. The copy is great and usually only takes a few minor edits to push it out and that is such a timesaver. Review collected by and hosted on G2.com.
The cost is the major downside for us. It is a big expense for a small shop. And we become dependent on it, which is hard but grateful an option. We haven't had a donor advised gift but worry about that going through a portal that is not ours. Review collected by and hosted on G2.com.