Guide Service

Features That Drive Generosity & Growth

Our comprehensive service equips your church to lead with clarity, engage givers with purpose, and align financial strategy with spiritual mission. An experienced guide works one-on-one with your church to turn data into insight, align financial strategy with spiritual mission, and support your team every step of the way.

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Understand the Why Behind the Numbers — Together

Understand the heartbeat of your church’s generosity—track trends, measure growth, and support lasting engagement. Your dedicated guide helps interpret trends, uncover meaning, and align your giving data with your ministry goals.
Analyze giving trends and donor behavior
Set clear, mission-aligned goals
Identify opportunities for discipleship and deeper engagement
Deliver elder-ready reports for confident, informed decision-making

Custom Strategy & Dashboards

Create a generosity plan that fits your church’s vision

With hands-on support, your guide co-develops a generosity strategy that aligns with your church’s unique vision. Together, you’ll define strategic goals, track giver engagement and progress, and build custom dashboards that highlight what matters most—so you can lead with clarity and purpose.

Ongoing Partnership for Lasting Impact

Guided Support Every Step of the Way — whether Month to Month, Quarter to Quarter, Year to Year

View Plans

Every quarter, your guide meets with you to evaluate progress, identify patterns, and adapt strategy as needed.

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Stay agile and informed throughout the year

Evaluate progress and patterns in giving

Recalibrate strategies based on real-time insights

Provide transparent updates to church leadership

Your guide walks with you each month to help maintain focus, support meaningful engagement, and keep your generosity strategy moving forward.

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Stay on mission with consistent, intentional action

Launch targeted campaigns and email journeys

Engage new, lapsed, and core givers

Equip pastors with meaningful pastoral touchpoints

From end-of-year giving to seasonal campaigns, your guide helps you think ahead, prepare well, and sustain momentum.

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Annual Budget Planning & Tracking

Build smarter budgets, confidently

Flag & Fix Budget Issues Early

Stay ahead of potential shortfalls

12-Month Forecast in Minutes

Generate a full year of giving projections with just a few clicks.

Segmented Donor Insights

Track giving by key donor groups like Core and Top Donors.

Custom to Your Church

Tailor the forecast based on your church’s unique patterns and needs.

Optional Add-Ons

Expand the Support You Receive

Enhance your experience with personalized add-ons that meet your church’s evolving needs.

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Book your free demo

Discover how our platform can help you grow—schedule your free walkthrough today.