Stop guessing why people give.
Start seeing how they’re wired with Advance™
GET ADVANCE™ NOW

Not quite sure? Request a demo!

What Myers-Briggs ® does for business, Advance™ does for giving.


At the heart of Advance™ is the Personal Giving Identity™ (PGI), a scientifically-validated personality assessment that can help you understand any donor at a deeper level.

Advance™ is a groundbreaking donor engagement system, based on individual donor’s personalities and motivations for giving.

Sound familiar?

  • Going back to the same donors over and over?
  • Running out of major gift prospects?
  • Not sure how to ask for bigger gifts?
  • Struggling to identify donors ready to give more?
  • Taking too long to move from engagement to actual gifts?
  • Need to train inexperienced fundraising staff?
  • Stuck in surface-level donor relationships?

You need to see how your donors are wired with Advance™

GET ADVANCE™ NOW

Not quite sure? Request a demo!

Advance™ is trusted by:
    • What’s inside the Advance™ system:
    Your Branded
    Technology Platform

    Your entire team can access a custom-branded portal with automated donor alerts.

    Generosity Personality
    Types Quiz

    Unlimited use of a quick, easy quiz that donors actually enjoy taking and serves as a great conversation starter.

    Take A Free Quiz Today
    Personal Giving Identity™
    (PGI) Assessment

    Unlimited use of the patent-pending tool that reveals each donor’s giving motivations and preferred communication style.

    Group Composition
    Analysis

    Perfect for understanding board and committee dynamics.

    Couples Alignment
    Analysis

    The ability to show how donor couples align (or don’t) on giving decisions.

    Training Video
    Suite

    Complete introduction to Advance™ and PGI, plus step-by-step guidance on using each assessment with new donors, existing donors, boards, and couples.

    The Field
    Guide

    Step-by-step implementation guidance to turn assessment findings into fundraising results, with best practices and case studies.

    20 Copies of
    WISEgenerosity™

    Copies for your entire team with the ability to reorder at bulk and discount rates.

    Every New
    Advance™ Feature

    You’ll get every new feature and benefit we add to the Advance™ program the moment we release it.

    Advance™ is helping nonprofits:
    Speed up donor cultivation

    “How else can you produce years worth of understanding about a donor’s generosity priorities and preferences using a five-minute assessment?”

    Shelley Strickland, CEO, Charlotte Community Foundation (Punta Gorda, FL)

    Uncover new gift opportunities

    We’re uncovering opportunities for substantial major and planned gift support that we would not have known about otherwise. Thank you, Advance™!

    Dawn Stanhope, President and CEO, Boys & Girls Clubs of Manatee County (Bradenton, Florida)

    Enhance team confidence in donor interactions

    “WISEgenerosity™ gives you an opportunity to examine how and why you connect with donors, using an effective donor-centered approach.

    Lauren Race, Director of Development, Whitefield Academy (Smyrna, GA)

    Improve donor engagement rates

    Our organization is using Personal Giving Identity™ and the related tools in Advance to deepen relationships with our board and other high-commitment, high-capacity givers.

    Dawn Stanhope, President and CEO, Boys & Girls Clubs of Manatee County (Bradenton, Florida)

    Deepen donor relationships

    Advance™ has enabled us to deepen conversations with our donors, especially when it comes to multigenerational family philanthropy. The Advance™ tools are that powerful.

    Ghila Sanders, Vice President of Philanthropic Advisory, Atlanta Jewish Foundation (Atlanta, Georgia)

    There has never been a better time to Advance™ your fundraising goals by truly understanding your donors.

    $2,499/year annual subscriptions

    or $225/month with monthly subscriptions
    Use EARLYBIRD25

    for $300 off your annual subscription
    or $25/month off your monthly subscription

    GET ADVANCE™ NOW

    Not quite sure? Request a demo!

    A message for donors from WISEgenerosity™
    Advance™ Frequently Asked Questions
    Membership & Account

    Advance™ costs $2499 for annual subscribers, and $225/month for monthly subscribers.

    Yes! You can share one subscription with your entire fundraising team, and will not have to purchase multiple licenses.

    Yes. We offer a 31-day free trial for those interested in testing out our annual subscription, and a 7-day trial for monthly subscribers.

    Yes. We offer a free 7-day trial for monthly memberships and a free 31-day trial for annual memberships

    All sales are final, but you can cancel your subscription if you are not satisfied.

    You can cancel anytime by clicking “Manage Account” or by contacting support. You’ll retain access until the end of your paid period. We do not offer partial refunds for annual subscriptions that are terminated early.

    We retain the data but you lose access. You can request an export before canceling by contacting support. We retain your data for 30 days.

    Payment & Billing

    Your subscription renews at the current price at time of renewal. You’ll get 30 days notice of any price changes.

    We’ll email you and call you. You have 14 days to update payment information before suspension.

    PGI (Personality Giving Identity) Assessment

    Advance™ comes with resources like examples, email templates and more to help you ensure that donors participate in Advance™, and find it valuable.

    The Advance Field Guide has tools to help you make sure that you can use your donor’s results to engage them in meaningful conversations about giving. Knowing your donor’s personality is just the beginning.

    Unlimited! Advance includes unlimited assessment sending.

    Results are shared with three parties: the person taking it, the Customer who sent it, and WISEgenerosity.

    Yes, they can use the same link to retake it anytime.

    No, they just provide a name and email to take the assessment.

    No, our services are only available to users located in the United States.

    No, our assessments are for informational purposes only and do not constitute professional psychological, financial, or other professional advice.

    Data & Privacy

    Individual results are shared with the Customer who sent it. We also use anonymized, aggregated data for research and product improvement.

    We collect name, email address, assessment responses, and results (giving type profile).

    Taking the assessment constitutes consent to share results with the Customer. Takers can request deletion of their data afterward, but we cannot revoke results already shared.

    Yes, contact customer support at hello@wisegenerosity.com to request an export.

    Integration & Technical

    Yes, though we don’t currently offer a public API.

    No, we don’t guarantee specific uptime, but we’ll notify subscribers of extensive planned maintenance.

    Don’t let another year go by without getting to know your donors on a deeper level.
    GET ADVANCE™ NOW

    Not quite sure? Request a demo!

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