Smart Gift Agreements | Dynamic Workflows | Automated Pledge Reminders | Intelligent Invoicing

Intelligent Gift Documentation Management

The First End-to-End Platform to Easily Create, Review, Approve, Close, and Manage All Forms of Gift Agreements at a Scale Never Thought Possible Before. 

 

Easily create, sign, review and manage all forms of gift documentation in one place with Givzey

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

Givzey proved immediate value for Kenyon. It's a well-adopted tool that our fundraisers love to use and it's a game-changer for elevating our donor experience, which helps us achieve our goals.

Sonia Corrigan

Associate Vice President of Advancement Information Services | Kenyon College

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 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

Matthew T. Lambert, William & Mary
Sonia Corrigan, Associate Vice President, Sonia Corrigan, AVP, Advancement Information Services at Kenyon College
Katie Turcotte
Austin Byrd, Director of Leadership Annual Giving, Stony Brook University
William & Mary
UC Davis
Idaho State University
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Rensselaer Polytechnic Institute
Bucknell University
College of Charleston
The University of Memphis
Buffalo State University
University of Mary Washington
Miss Porter's School
VIMS
Westmont College
St. John Fisher University
Smart Signatures

Smart Gift Agreements

The Future of Fundraising
  • Book gifts of all kinds faster, easier, and with more accuracy and consistency.

  • 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.

Dynamic Workflows

Givzey Collaborator Changes How You Close Major and Complex Gifts
  • Dynamic no-code workflow tools ensure Smart Gift Agreements are reviewed, revised, approved, and documented efficiently, from commitment to close.

  • 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.

Givzey Create Agreement
Givzey Signature Confirmation Screen Browser HERO

Automated Pledge Reminders

Automate a currently manual process that enables the scale of a multi-year gift agreement strategy
  • Personalized, seamless, and donor-centric communication.

  • Automated pledge statements with up-to-date pledge schedules and donor-centric payment reminders.

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

Intelligent Invoicing

Ensure Committed Gifts are Fulfilled
  • Remove manual and administrative burdens related to gift collections.

  • More professional and formal donor experiences.

  • Customized invoicing sequences through Givzey Assist.

Givzey Grows Pipeline
Gift Agreement Platform Laptop

Givzey Hub

Mission control – a smart centralized repository of tracking and reporting for all gift documentation
  • Centrally and easily store, manage, search, and analyze search all gift documentation in one place.

  • Stay on top of the status, renewal management, and fulfillment of any gift agreement with a single system of record for all documented gifts.

  • 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 Gift Agreements

Smart Signatures

Transform a static process into a dynamic fundraising asset.
Dynamic Workflows

Givzey Create Agreement-1

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

Givzey Signature Confirmation Screen Browser HERO

Automate and scale your multi-year giving strategy.
Intelligent Invoicing

Givzey Grows Pipeline

 
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.

Givzey 2024 Multi Year Giving Playbook Cover

Download The [2024] Multi-Year Giving Playbook for Fundraising Leaders

See dozens of ways organizations use Givzey.

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Givzey Laptop and Mobile

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