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Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
New customers receive both a test account and a live account, and do not have to pay an invoice for the first 30 days.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat with your sales representative to find a solution that works for you.
What is your cancellation policy?
We have a monthly cancellation policy. Annual plans are paid up front and are not refunded for unused months.
What about my recurring scheduled gifts?
All customers get 100% 'portability' regardless of their processing set up, with a token vault that they can take anywhere.
What is the difference between plans?
Every plan includes a full account with access to every feature. The only difference is in the per-use pricing and data storage.
How many seats are included in a plan?
Every plan includes an unlimited number of seats with admin, finance, marketing or development roles. Custom roles available.
Is there a set up or onboarding fee?
There is an onboarding fee that WeGive discounts for integration partners. This allows for mutual investment in a successful implementation, data integration, and training so you can be successful with WeGive.
Do you help us with switching to WeGive?
Yes. WeGive offers fully managed migrations or connects you with verified agency service providers who can handle the migration for you.
Do you offer custom CRM integrations?
WeGive does offer custom CRM integrations on request for customers at the premium account level and up. First, request a custom integration with your account manager for approval. WeGive's team will approve or deny your request within 1 week.
What software tools do you replace?
We typically replace your fundraising or giving platform, or whatever you use for website form and payment processing. We can also replace your marketing tools for marketing email, transactional email, SMS, integrated direct mail, donor portal software, tax document generation, event registration platform, stock and crypto giving, user authentication tools, auction software, ecommerce platform, CRM data integration connector, marketing analytics, and A/B testing platforms.