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.
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.
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
We are thrilled to partner with Givzey, to address our needs to streamline the giving process and enhance the donor experience while empowering us to scale multi-year commitments across all donor levels. We view our partnership as a crucial element for growing our pipeline and enabling our fundraisers to inspire immediate action in support of our students and programs.
Brooks Hull
Vice President for University Advancement | Texas State University
The integration of Givzey within our advancement toolkit has empowered us to shift the dialogue with our longstanding annual giving supporters away from the routine cycle of responding to yearly appeals. Instead, we can now seamlessly transition these donors into multi-year pledge commitments. This not only enhances the donor experience but also enables our expanding yet compact frontline fundraising team to dedicate more time to prospect discovery and pipeline cultivation.
Katie Turcotte
Vice President of Advancement | University of Mary Washington
I’m thrilled to use Givzey to help our small operations team manage multi-year pledges and give our donors a seamless way to codify and be reminded of their financial support of our school’s mission. The Givzey team is consistently supportive of our work. They are always innovating which helps our fundraisers deepen their relationships with donors.
Christine M. Pina
Chief Advancement Officer | Miss Porter's School
Givzey’s Smart Gift Agreements allow us to solicit and close gifts in a single day. Givzey also gives me peace of mind because I know that all gifts are documented exactly as we need and adhere to both internal policies and accounting standards.
Maegan Dyson
Chief Development Officer | Conway Regional Health Foundation
What I love most about Givzey is that W&M can now apply our multi-year giving strategy to giving at all levels. Onboarding took less than an hour and we immediately used Givzey in our fiscal year-end push.
Meghan Palombo
Associate Vice President, Annual Giving & Philanthropic Engagement | William & Mary
I had a $10,000 pledge sent the old way, through PDF. After continuous follow-up for months, nothing happened. Within an hour of sending a Givzey pledge agreement, the gift was confirmed and booked.
Austin Byrd
Director of Leadership Annual Giving | Stony Brook University
We previously sent gift agreements with DocuSign and they either didn’t get there or languished in inboxes. Right away, I had two donors confirm $100,000 in gifts that were unconfirmed for several months. I’m a Givzey fan.
Kim Wallace
Development Officer, Athletics & Affinity | Kenyon College
Smart Gift Agreements
Scale multi-year commitments and improve retention & participation with a selection of pre-built industry standard templates.
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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.
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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
Unique configurations for all types of gifts ensure that endowments, scholarships, capital projects, and more follow specific review and approval routes.
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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.
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Elevate the donor experience by expediting the time to close any type of gift.
Automated Pledge Reminders
Provide transparency to gift officers with upcoming pledge reminder summaries, included in a weekly fundraiser enablement email.
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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.
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Reinvent the fundraiser-donor relationship by enabling deeper relationships and removing pledge collection responsibilities.
Intelligent Invoicing & Gift Fulfillment
All of Your Payment Options in One Place to Ensure Committed Gifts are Fulfilled
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Remove manual and administrative burdens related to gift collections.
- More professional and formal donor experiences.
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Customized reminder sequences through Givzey Assist.
Givzey Hub
Mission Control – a Smart Centralized Repository of Tracking and Reporting for all Gift Documentation
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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.
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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
Ways to Use Givzey
Major Gifts
Spend more time cultivating a major gift and demonstrating impact by securing multi-year commitments for the annual gift.
Leadership & Annual Giving
3x your mid-level revenue and scale multi-year pledges to every level for 90%+ retention.
Board Giving
Make 100% participation the standard by documenting commitments for all of your advisory boards.
Download The [2024] Multi-Year Giving Playbook for Fundraising Leaders
See dozens of ways organizations use Givzey.