Subscription and Plans

Manage your Catholic Funding Guide subscription from the Subscription tab in your account settings.

Viewing your current plan

The Subscription tab displays:

• Your current plan name
• Status — Shown as an “ACTIVE” badge in green
• Renewal frequency — Monthly or Annual
• Subscription end date or next renewal date
• Auto-renewal status — Whether your subscription will automatically renew

Changing plans

To upgrade or downgrade your subscription:

1. Go to My Account and click the Subscription tab.
2. Look for the option to change your plan.
3. Select the new plan you’d like to switch to.
4. Confirm your change.

Upgrading from Standard to Professional gives you access to list exports, full IRS Form 990 data, and the fundraising consultation with Petrus Development.

Managing auto-renewal

Your subscription renews automatically by default. To manage this:

1. On the Subscription tab, find the auto-renewal toggle.
2. Switch it On or Off as needed.

Caution

Disabling auto-renewal cannot be reversed. Once turned off, your subscription will remain active until its end date but will not renew. If you want to continue using the Catholic Funding Guide after your subscription ends, you’ll need to subscribe again.

Renewing your subscription

If your subscription is eligible for renewal and auto-renewal is off, you’ll see a Renew button on the Subscription tab. Click it to manually renew your subscription for another term.