
Join Casey Maloney for a candid look at year-end giving through the lens of real experience. Drawing from her years as a gift officer in education and nonprofits, Casey will share the specific challenges she encountered during calendar year-end campaigns, the practical strategies that helped her overcome them, and the essential tools and knowledge she wishes she'd had from the start.
She'll demonstrate how Givzey's Gift Agreement Platform transforms the pledge process—eliminating manual mail merges, spreadsheet tracking, and time-consuming follow-ups that plague year-end campaigns.
See how organizations are using Givzey to create, send, and execute gift agreements in minutes, automate personalized pledge reminders, and scale multi-year giving to all donor levels. With 72% of gift agreements completed within 24 hours and automated reminders that free fundraisers to focus on stewardship, Givzey helps teams bring in more commitments while reducing administrative burden.
Whether you're new to strategizing calendar year-end campaigns or looking to improve your results, you'll walk away with actionable insights and see how the right technology can transform your year-end success.
Key Takeaways:
- Real challenges from year-end campaigns and how to navigate donor fatigue and competing priorities
- Practical strategies for timing outreach and personalizing donor communications at scale
- How Givzey digitizes gift documentation and automates pledge reminders to eliminate manual processes
- How to scale multi-year pledges beyond major gifts using Givzey's simple, mobile-friendly platform
- Tactics to shift from reactive to proactive year-end planning and secure commitments early