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Fundraising's First Intelligent Gift Documentation Solution

Gift Documentation Made Easy

A simple-to-use platform that streamlines and scales multi-year giving and one-time gifts at every level to accelerate your fundraising team and improve the donor experience.

Fundraising's First Intelligent Gift Documentation Solution

Gift Documentation Made Easy

A simple-to-use platform that streamlines and scales multi-year giving and one-time gifts at every level to accelerate your fundraising team and improve the donor experience.

Givzey Confirm Mobile

What Our Customers Say

William & Mary has now booked more than $1M in new commitments with Givzey in less than a year. By empowering each of our gift officers with Givzey's Gift Agreement Management solutions we have grown philanthropy and enabled gift officers to focus on what they do best.

Matthew T. Lambert

Senior Vice President of University Advancement | William & Mary

Matthew T. Lambert, William & Mary
Brooks Hull, Vice President of University Advancement, Texas State University
William & Mary
Boise State University
College of Charleston
UC Davis
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Idaho State University
Miss Porter's School
Rensselaer Polytechnic Institute
Bucknell University
University of Mary Washington
The University of Memphis
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Buffalo State University
VIMS
Westmont College
Xavier University of Louisiana
New Canaan Country School
University of Massachusetts Amherst Foundation
Taylor University
Sacramento State University
Corewell Health Foundation
Texas State University
Stony Brook University
Boston Children's Hospital
Gleaners Food Bank of Indiana
Conway Regional Health System
North Carolina School of Science and Mathematics
Smart Signatures

Smart Gift Agreements

 

Smart Gift Agreements

Scale multi-year commitments and improve retention & participation with a selection of pre-built industry standard templates.
  • Book gifts of all kinds faster, easier, and with more accuracy and consistency.

  • Adhere to gift documentation and gift acceptance policies, from commitment to close.

  • Transform a static process into a dynamic fundraising asset.

  • Improve fundraiser efficiencies by eliminating manual tasks and actively contributing to an organization’s fundraising goals.

  • 72% of Smart Gift Agreements are confirmed within 24 hours and 92% are confirmed within one week.

Dynamic Workflows

Dynamic Workflows

Unique configurations for all types of gifts ensure that endowments, scholarships, capital projects, and more follow specific review and approval routes.
  • Dynamic no-code workflow tools ensure Smart Gift Agreements are reviewed, revised, approved, and documented efficiently, from commitment to close.

  • Ensure every gift, no matter how complex, receives the proper diligence to safeguard against deviation from policies and procedures.

  • Centralize a decentralized and disorganized process with permission-based access and real-time version control.

  • Elevate the donor experience by expediting the time to close any type of gift.

Dynamic Workflows - Givzey Collaborator
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Automated Pledge Reminders

Automated Pledge Reminders

Provide transparency to gift officers with upcoming pledge reminder summaries, included in a weekly fundraiser enablement email.
  • Personalized, seamless, and donor-centric messaging designed to be a powerful stewardship touchpoint.

  • Automated pledge statements with up-to-date pledge schedules and one-time, immediate payment options.

  • Reinvent the fundraiser-donor relationship by enabling deeper relationships and removing pledge collection responsibilities.

Intelligent Invoicing

Intelligent Invoicing & Gift Fulfillment

All of Your Payment Options in One Place to Ensure Committed Gifts are Fulfilled
  • Remove manual and administrative burdens related to gift collections.

  • More professional and formal donor experiences.

  • Customized reminder sequences through Givzey Assist.

Intelligent Invoicing
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Givzey Hub

Givzey Hub

Mission Control – a Smart Centralized Repository of Tracking and Reporting for all Gift Documentation
  • Easily store, manage, search, and analyze all gift documentation, in one central location. 

  • Transparency and compliance controls from the moment of agreement creation through to fulfillment and renewal management.

  • Out-of-the-box functionality specific to fundraising and gift documentation that drives efficiencies, actions, and insights across the fundraising organization.

Dive Deeper into the Benefits of Givzey

Smart Signatures
Smart Gift Agreements

Transform a static process into a dynamic fundraising asset.

Dynamic Workflows
Dynamic Workflows

Review, revise, approve, and document efficiently, from commitment to close.

Automated Pledge Reminders
Automated Pledge Reminders

Automate and scale your multi-year giving strategy.

Intelligent Invoicing
Intelligent Invoicing

Remove manual and administrative burdens related to gift collections with Givzey Assist.

Givzey Integrations

Givzey Integrations

Keep advancement moving forward. Accelerate and scale giving across all of your fundraising operations with integrations built for nonprofits.

Ways to Use Givzey

Major Gifts
Major Gifts

Spend more time cultivating a major gift and demonstrating impact by securing multi-year commitments for the annual gift. 

Leadership & Annual Giving
Leadership & Annual Giving

3x your mid-level revenue and scale multi-year pledges to every level for 90%+ retention.

Board Members
Board Giving

Make 100% participation the standard by documenting commitments for all of your advisory boards.

Bequests
Bequests

Digitize the bequest intention process to ensure fast and accurate documentation.

P2P, Students, Athletics
Athletics, Reunion, Affinity
Empower all of your ambassadors to secure pledges from your most loyal supporters.
Giving Societies
Giving Societies

Start every year ahead with multi-year membership agreements.

COVER PAGE

Download The Multi-Year Giving Playbook for Fundraising Leaders

See dozens of ways organizations use Givzey.

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