Tailored PlannerFundraising Dashboard · Beta
74%of goal raised

Total Fundraising Progress

The fundraising dashboard built for missionaries raising support — and the coaches who guide them.

Spreadsheets and donor tools weren't built for this. Tailored Planner gives you a live pipeline, a daily action queue, and projections that update in real time — so you can move from chaos to clarity and hit your goal on schedule.

For missionaries raising support·For coaches guiding them
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$4,440
Raised
$6,000
Goal
$1,560
Remaining

Pipeline · 18 contacts moving toward partnership

01
Awareness
4
awareness sent
02
Interest
5
follow-up started
03
Evaluation
3
meeting scheduled
04
Decision
2
still deciding
05
Commitment
2
verbal commitment
06
Involvement
2
now giving

Today's work

Schedule Meetings2 to do
Kenneth Wright3 days, no follow-up set
Joyce Adamsdue today
Reach Out for Decisions2 to do
Patrick Cooper11 days overdue
Beverly Cook11 days overdue
Reconnect with Partners11 to do
Larry ThomasMissed last month
Sean Hernandez5 months since last gift
Carol Lewis6 months since last gift
Olivia Johnson9 months since last gift
Camila RamosMay be ready to give
Show all 11 →

Summary

100Total Contacts
24Monthly Partners
6Annual Partners
49In Pipeline
16Not Started
For Coaches

Until now, nothing was built to help coaches guide missionaries at scale. That changes here.

See Coach Features

Fundraising, as organized as it should be.

The problem

No existing tool was built
for support raising.

Spreadsheets can't guide your next step. Donor tools track records — they can't help you make a complete plan and move a large group of people through the process of becoming partners. And until now, coaches had nothing built for them at all.

"My spreadsheet can't tell me who to follow up with or whether I'm on pace."
↓
Your Today view and Projections card do both — action queue sorted by wave and stage, plus a live calculation of meetings per week needed to reach your goal.
"My donor tool lets me track people one at a time — not plan across hundreds."
↓
Tailored Planner is built for the full picture. Pipeline stages, wave schedules, and the partner chart let you plan and manage your entire outreach at once.
"I don't know if I'm on track to hit my goal in time."
↓
Projections calculate exactly how many meetings per week you need, based on your goal, timeline, and average gift — updated automatically as your plan changes.
"I dread my coach sessions."
↓
Your coach sees your plan, pipeline, and progress in real time. No prep. No scrambling for numbers. Every session picks up exactly where you left off.

Features for missionaries

Built around how
fundraising actually works.

Every feature maps to a real moment in the support-raising journey — not a generic CRM checklist.

Never wonder who to follow up with
Today Dashboard
A prioritized action queue every morning. See who's overdue, which wave is sending, and who's waiting on a response — all in one view.
Know exactly how to close the gap
Fundraising Plan + Projections
Set goals, map giving levels, and get a live calculation of meetings-per-week needed. The plan your coach built with you — always current.
Keep every relationship moving
Pipeline & Wave Schedule
Six stages from Awareness to Involvement. Outreach waves keep momentum without overwhelming any single relationship.
Stop entering the same data twice
DonorHub Integration
Connect DonorHub (your organization's giving system) and existing donors appear automatically — with history, contact info, and giving status already imported.

Already tracking in a spreadsheet? Import it in minutes. Also includes: Financial Partners tracking · Asks & Commitments log · monthly / annual / special gift classification

Get Started

By gift type

Every kind of giving,
tracked in one place.

Monthly, annual, and special gifts each get their own goal and progress view — so you always know exactly where each category stands.

Monthly Gifts
68%

$4,080/mo of $6,000/mo goal

Annual Gifts
45%

$2,250 of $5,000 goal

Special Gifts
90%

$4,500 of $5,000 goal

For missionaries and coaches

Built for both sides
of the relationship.

Missionaries get a clear plan and daily direction. Coaches get the visibility and tools to actually guide them — something no other tool has offered.

Missionary
You always know
what to do next.
  • ✓Daily action queue shows exactly who to contact
  • ✓Pipeline stages keep every relationship categorized
  • ✓Projections tell you if you're on pace or falling behind
  • ✓Your coach sees everything in real time
Coach
Finally — a tool
built for you too.

Until now, nothing existed to help coaches guide missionaries through the support-raising process at scale. Tailored Planner changes that.

  • ✓See every missionary's progress at a glance
  • ✓Review and edit each fundraising plan directly
  • ✓Know whether each plan is realistic before it's too late
  • ✓Every session is productive — no catch-up required
80%
Meeting-to-commitment rate
achieved by TF-coached missionaries
6
Pipeline stages — first
contact to active partner
100%
Real-time coach
visibility into every plan

How it works

Three steps from setup
to fully funded.

01
Connect
Link DonorHub or upload your giving history. Existing donors and financial partners populate automatically — no manual entry.
02
Plan
Set your goal, map your partner chart, and schedule outreach waves — together with your Tailored coach. The plan lives here, not in your notes app.
03
Execute
Work your Today view every morning. Follow up at the right moment. Watch your pipeline close, week by week.

Common questions

Do I need to be a Tailored Fundraising missionary to use this?
Tailored Planner is built for any missionary raising support. It works even better alongside a Tailored coach, but it stands fully on its own.
Is it really invite-only right now?
We're in beta with a focused group. Request access below and our team will be in touch — usually within a few days.
What if I already have donors tracked somewhere else?
DonorHub (your organization's giving system) syncs automatically. Or upload a spreadsheet — your existing history and contacts come in without manual entry.

Pricing

Simple pricing.
Beta rates while they last.

We're in beta — early access pricing is available now and locked in for the life of your account.

Founding Rate — Locked for Life

Current beta prices are locked in permanently for your account. When beta ends, rates increase — yours never will.

Get Started
Missionary
$12/mo
$19/moBeta rate
  • ✓Today dashboard & action queue
  • ✓Full pipeline & contact management
  • ✓Fundraising plan & projections
  • ✓Wave schedule & reminders
  • ✓DonorHub integration
Get Started
Fundraising Coach
First tool built for your role. Lock in founding access before rates change.
$49/mo
$99/moBeta rate
  • ✓Dashboard with all your missionaries at a glance
  • ✓Real-time view of each missionary's pipeline & progress
  • ✓Edit each missionary's fundraising plan directly
  • ✓Review wave schedules per missionary
  • ✓Dual-role access if you're also raising support
Get Started
Mission Organization
Contact us
for pricing
Custom plans for organizations with multiple coaches and missionaries.
  • ✓Org-wide dashboard across all missionaries
  • ✓Pre-Field, Fielded & Short-Term sub-views
  • ✓Coach assignment & user role management
  • ✓Org-wide search across all missionaries
  • ✓Branded invite emails & admin controls
Get in Touch

Missionaries: cancel anytime. Coach & Organization plans: contact us with any questions.

Get Started

Ready to fundraise
with a system?

Create your account and be up and running in minutes. Import your existing donors or connect DonorHub — your coach gets access from day one.

  • ✓Set up in minutes with DonorHub or spreadsheet import
  • ✓Coach access from day one — no setup required
  • ✓Projections, pipeline, and plan all in one place
  • ✓Built by the team that coaches your fundraising
Missionary — $12/moCoach — $99/mo

Beta pricing locked in for life. Rates increase when beta ends.

Mission Organizations

Multiple coaches and missionaries? Get in touch and we'll build a plan that fits your organization.

Individual missionary or coach? Sign up above →