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Getting startedSign in, set up your organization, and build your first pyramid in a few minutes — plus which pyramid answers which question. GlossaryPlain-language definitions of the fundraising and TruePyramids terms used across the app.

OrganizationsWhat an organization holds, creating more than one, switching between them, renaming, and deleting everything. Team and invitationsInviting teammates, joining an organization, what owners and members can each do, and removing people. Your account and sign-inSigning in with Google or Microsoft, your profile, signing out everywhere, and the emails we send.

Uploading gift filesThe columns a gift file needs, matching gift types, how personal information is removed, asks files, and fixing upload problems. Connecting your CRMPulling gifts straight from Bloomerang, DonorPerfect, Little Green Light, Neon CRM, Salesforce or Raiser's Edge NXT, refreshing, and scheduled sync. Viewing recordsSeeing the constituents behind any tier, level or movement group: columns, search, filters and CSV export. Data, privacy and deletingWhat we keep and what we never store, who can see your data, and deleting uploads, pyramids or everything.

Gift pyramidsHow many gifts of each size it takes to reach a goal: templates, levels, ratios, scenarios, compare, and Excel export. Prospects and prospect rulesHow a gift pyramid counts the prospects you already have, building your own prospect rule, capacity ratings, planned gifts and ratios from your asks. Prospect plansAssigning prospects to gift officers level by level, moves stages, portfolio capacity, and exporting the plan. Campaigns and prioritiesPlanning a campaign with several priorities, each with its own gift pyramid, rolled up with funds, coverage and overlaps. Donor pyramidsWhere every donor sits today, what each tier gives, and who moved up, stayed, moved down, is new, came back or lapsed. True PyramidsTiers learned from how recently, how often and how much each donor gives, and who already looks like the tier above. Pyramid historySnapshots of your gift, donor and True Pyramids over time: the trend chart, comparing two dates, and what changed.

Plus plan and billingWhat Plus adds, pricing, upgrading, receipts and payment details, and what happens when you cancel. AI assistantAsking questions, drafting levels and rules, leadership summaries, what the AI can and can't see, and using your own API key.