For planners
Be found by the people already looking for you.
Planners across 8 specialties on Charitable Financial Planning — one verified home, matched requests, and your own back office.
Matched, not mass-marketed
People describe what they need; we match on your specialties, the people you serve and how you meet. They choose you.
48-hour requests
When someone asks you to reach out, you have 48 hours. Respond, mark the stage, add notes, set the follow-up.
Your CRM back office
Every request and donor in one pipeline — new, contacted, booked, won.
Programs & events
Sessions, group programs, workshops and online courses on your profile and in Events.
Credentials shown clearly
Licenses, certifications and trainings listed plainly, as you provide them.
A network behind you
Part of a network of sister sites — refer out with confidence, receive referrals in.
Simple plans
No per-lead fees, ever. Your plan sets how many specialties you can be matched on.
Free listing
Free
Be found in the planner directory
3 specialties
- Profile page in the planner directory
- Up to 3 specialties
- Appear in the directory and search
- Upgrade any time to start receiving referral credits
State · 3 Credits
$1,500/mo
Lock in your state — 3 referral credits every month
8 specialties
- Exclusive: no other planner shares your state's referral feed
- 3 referral credits every month
- See each referral's first name and opportunity before you spend a credit
- Unused credits roll over while your plan is active
- All 8 specialties
- Referral alerts by email
10 Credits
$4,500/mo
10 referral credits every month — not limited to a single state
8 specialties
- 10 referral credits every month
- Referrals from wherever you're licensed to serve — not locked to one state
- See each referral's first name and opportunity before you spend a credit
- Unused credits roll over while your plan is active
- All 8 specialties
- Referral alerts by email
100 Credits
$32,500/mo
100 referral credits a month, nationwide — effectively every referral the site produces
8 specialties
- 100 referral credits every month
- Nationwide reach
- See each referral's first name and opportunity before you spend a credit
- Unused credits roll over while your plan is active
- All 8 specialties
- Top placement across the site
- Referral alerts by email