Recently, our team members at Givzey had the pleasure of meeting you at the 2024 Summit in New Orleans. We had a chance to learn together throughout the conference keynotes and sessions. We also got to meet with many at our booth and have meaningful conversations about your role in streamlining advancement services at your organization.
Three themes emerged from those meetings and we are confident that we can help your organization in these areas:
Automated Pledge Reminders
The manual pledge reminder process continues to challenge many organizations. The steps in that process vary, but follow a similar cadence. On a monthly basis a pledge fulfillment file is pulled from the CRM, letters are generated, reviewed by gift officers, and either emailed or even snail mailed to donors. At Givzey, our platform helps organizations automate that process, and provides email and text reminders on the cadence of your choosing. Automation is the key to streamlining your advancement operations.
Real Time Creation & Execution of Simple Pledges
Gift officers’ jobs are hard! There are very few moments more magical than getting a verbal commitment from a donor. At that point, most gift officers then return to their office, complete a generic PDF pledge form, then try to re-engage the donor to have them sign, scan, and return the form. At Givzey, we have streamlined and highly personalized that process so the gift officer can quickly and easily create a highly personal pledge agreement in real time on their phone or laptop, then email to the donor. All in the moment. Reduce the timeline, remove the friction in your processes.
Digitized Gift Agreements & Automated Approval Workflows
Perhaps the most agonizing component of the gift agreement process is the paper trail. We talked to a lot of organizations that describe a multi-part process filled with bottlenecks to get an internal approval on their gift agreements. At Givzey, once a gift agreement is drafted, we follow your unique workflow and notify the necessary parties for approval. And it's all managed in one platform. Streamline your processes and work more efficiently together.
If you are facing challenges in these areas, or if you simply want to talk through your next steps, please let us know. At Givzey, we’re passionate about helping others build stronger connections with donors through smarter processes. We’d love to dive into your current processes and help you streamline your operations. Set up a call today.
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