MoneyGuide
Givebutter
Transfer contacts, activities, and more from MoneyGuide to Givebutter. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Givebutter migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
#1-rated financial planning software
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
#1 rated in 2024 T3 Inside Information Survey
Fundraising made free and fun for nonprofits
Givebutter is an all-in-one fundraising platform that combines donor management, donation processing, events, and communication tools for nonprofits. It offers a free-to-use model with transparent tip-or-fee pricing and integrates fundraising pages, auctions, email marketing, and a built-in CRM.
Completely free to use with transparent tip-or-fee model
"Fundraising made free and fun for nonprofits"
Givebutter is an all-in-one fundraising platform that combines donor management, donation processing, events, and communication tools for nonprofits. It offers a free-to-use model with transparent tip-or-fee pricing and integrates fundraising pages, auctions, email marketing, and a built-in CRM.
Ideal for: Nonprofits, schools, faith-based groups, and community organizations seeking a free, all-in-one fundraising and donor management platform.
Completely free to use with transparent tip-or-fee model
All-in-one platform for fundraising, events, and donor management
Built-in financial tools with 2.5% APY on stored funds
Multiple payment options including Cash App Pay and Venmo
Learn more at
givebutter.com
See exactly which data objects transfer from MoneyGuide to Givebutter
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Givebutter.
Explore other popular CRM migrations similar to MoneyGuide to Givebutter
Need to go the other way? We support bidirectional migrations.
Givebutter → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
