Givzey For Non Profits: AI-Powered Major Gifts Givzey Campaign Management
Spending weeks chasing major donors for pledge confirmations while gift agreements sit in email limbo? Givzey transforms gift documentation from a 3-week bureaucratic bottleneck into a 24-hour digital handshake—with 72% of Smart Gift Agreements confirmed within a day—while autonomous AI fundraisers manage cultivation and stewardship for 1,000-donor portfolios you don't have staff to cover.
What It Does (The Problem It Solves)
Losing major gift commitments in administrative purgatory while your development team manually tracks hundreds of pledge payments? Traditional gift documentation relies on PDFs emailed back and forth, donors who "mean to mail the check," and frontline fundraisers spending 40% of their time chasing pledge payments instead of building relationships.
Givzey solves two fundamental problems plaguing large nonprofit fundraising operations:
Problem 1: Gift Documentation Bottlenecks
The platform digitizes and accelerates the entire gift commitment lifecycle—from initial pledge to final payment—replacing paper processes with Smart Gift Agreements that donors can review, sign, and confirm with a single click on any device.
- 72% of Smart Gift Agreements are confirmed within 24 hours (vs. 2-3 weeks for traditional paper agreements)
- 92% confirmed within one week—eliminating the "donor said yes but never returned the paperwork" problem
- Automated pledge reminders handle payment follow-up, freeing fundraisers from collections work
Problem 2: Insufficient Fundraising Capacity
Through Version2—Givzey's AI research lab—the platform deploys autonomous AI fundraisers (Virtual Engagement Officers and Virtual Stewardship Officers) that act as full-time development staff members, managing donor cultivation, solicitation, and stewardship without human intervention.
- VEO manages portfolios of 1,000 donors—far beyond what human fundraisers can handle individually
- $1.7M+ raised autonomously through 7,800+ donor engagements and 116,000+ AI-driven activities
- "Remembers" every donor interaction through CRM integration, providing continuity human turnover can't match
Unlike general-purpose CRMs or basic donation platforms, Givzey is purpose-built for the specific challenges of major gift fundraising at scale. It's designed for the moment when a donor says "yes"—streamlining everything from that commitment through the final payment, while simultaneously expanding your fundraising capacity through AI agents that never sleep, never leave for another job, and continuously improve through machine learning.
Best For
Organization Size
Enterprise-level nonprofits with fully staffed fundraising departments. Givzey is designed for approximately 21,000 large organizations nationwide, specifically:
- Higher education institutions: Universities, colleges, and independent schools running capital campaigns
- Large nonprofits: Organizations managing $10M+ in annual fundraising with major gift programs
- Hospital/healthcare systems: Medical centers with active development operations and grateful patient programs
- Not ideal for: Small nonprofits with limited fundraising staff or those processing fewer than 50 pledges annually
Best Use Cases
- Capital Campaigns: Organizations running multi-year campaigns with hundreds of major gift commitments requiring formal documentation and tracking
- Multi-Year Pledge Management: Institutions managing complex payment schedules across hundreds of donors with automated reminders
- Major Gift Pipeline Acceleration: Development teams seeking to compress the commitment-to-close timeline from weeks to days
- Capacity-Constrained Teams: Organizations with more qualified prospects than frontline fundraiser capacity to manage relationships
- Donor Stewardship at Scale: Programs needing to maintain world-class engagement with thousands of donors regardless of gift size
Ideal For
Chief Development Officers, Directors of Advancement, Major Gift Officers, and Campaign Directors at large institutions who need to streamline gift documentation processes and scale fundraising capacity beyond the limitations of human staffing.
Key Features for Nonprofits
Smart Gift Agreements
Digital gift documentation that donors can review, revise, approve, and sign from any device—turning 3-week paper processes into 24-hour digital confirmations.
- Create customized, branded gift agreements in under 1 minute using templates
- 72% confirmed within 24 hours, 92% within one week
- Automated routing and approval workflows at appropriate levels
- Mobile-optimized for donors to sign on smartphones/tablets
Automated Pledge Management
Set-it-and-forget-it pledge reminders with one-click payment options that free fundraisers from collections work to focus on relationship building.
- Automated email/SMS reminders timed to donor payment schedules
- One-time, immediate payment options within reminder messages
- Real-time pledge schedule tracking with up-to-date payment status
- Daily sync with CRM eliminates manual data entry
Virtual Engagement Officer (VEO)
World's first AI-powered autonomous fundraiser that manages 1,000-donor portfolios, conducting cultivation, engagement, solicitation, and stewardship independently.
- Proven performance: $1.7M+ raised through 7,800+ autonomous engagements
- Manages portfolios far beyond human capacity (1,000 donors vs. 100-150 typical)
- Blackbaud integration provides AI "memory" of all donor interactions
- Continuously improves through machine learning and pattern recognition
Virtual Stewardship Officer (VSO)
Autonomous AI designed to maintain and enhance donor relationships at scale, ensuring every donor experiences world-class stewardship regardless of gift size.
- Automates personalized thank-you sequences and impact reporting
- Monitors engagement signals to identify stewardship opportunities
- Breaks through the digital divide with personalized donor journeys
- Addresses nonprofit sector's labor shortage with tireless AI capacity
Centralized Gift Documentation
Single source of truth for all gift agreements, pledges, letters of intent, and major gift documentation—searchable, analyzable, and accessible in seconds.
- $420M+ in gift agreements currently managed on platform
- Search and analyze all gift documentation from one location
- Version control and audit trails for compliance and reporting
- Replaces scattered email attachments and paper files
CRM Integration
Seamless connection to major nonprofit CRM systems with rapid implementation and automated data synchronization.
- Connects with Blackbaud CRM, Raiser's Edge NXT, Salesforce, Ellucian
- Implementation completed in under 1 hour with integration specialist
- Automated daily sync via FTPS file transfer
- Migrates existing pledges and syncs payment updates bidirectionally
Real-World Nonprofit Use Case
William & Mary, a liberal arts college in Virginia, was facing a common challenge: gift commitments were being secured in donor meetings, but the administrative follow-through—getting signed agreements, tracking pledge schedules, and processing payments—was creating weeks of delay and consuming major gift officer time that should have been spent cultivating new prospects.
After implementing Givzey, the college booked over $1 million in new commitments in less than one year, with average gifts of $2,500 across campus organizations and multiple six-figure gifts processed through the platform. The transformation came from three key changes:
- ⚡Speed: Gift agreements that previously took 2-3 weeks of back-and-forth emails now confirmed within 24-48 hours through one-click digital signing
- 🎯Focus: Major gift officers stopped chasing pledge payments and refocused on relationship building, while automated reminders handled collections
- 📈Scale: The college could process far more commitments with the same team size, accelerating their capital campaign timeline
Similarly, a regional nonprofit transitioning from an internal pledge tracking system to Givzey secured $200,000 in commitments within 30 minutes of migrating their pledges—demonstrating how quickly organizations can see value once the platform is operational.
For organizations deploying the Version2 Virtual Engagement Officer, the impact goes beyond administrative efficiency. Indiana State University Foundation described welcoming the VEO as adding a full-time fundraiser who never sleeps, never takes vacation, and manages a 1,000-donor portfolio that would be impossible for a human to steward individually. The AI has collectively raised over $1.7M across partner organizations, proving that autonomous fundraising isn't theoretical—it's generating measurable revenue today.
Pricing
Givzey operates on an annual SaaS subscription model with custom pricing based on organization size, number of users, and fundraising volume. Pricing is not publicly disclosed—you'll need to contact Givzey directly for a quote tailored to your institution.
Pricing Model
- Annual SaaS subscription: Platform access with unlimited gift agreements (no per-transaction fees)
- Custom pricing: Based on organization size, user seats (up to 50 supported), and anticipated usage
- No transaction fees: Unlike payment processors, Givzey doesn't charge per donation or gift agreement
- Version2 AI pricing: VEO/VSO autonomous fundraising is available through separate cohort programs with application process
What to Expect
Givzey is an enterprise-level platform positioned for organizations managing millions in annual fundraising. While specific pricing isn't public, here's what to consider:
- Target organizations: ~21,000 large nonprofits, universities, and healthcare systems nationwide
- ROI focus: Positioned as investment that accelerates revenue (e.g., William & Mary's $1M in year one)
- Comparable to: Enterprise CRM add-ons or specialized fundraising software for large institutions
Note: Pricing information is subject to change and customized per organization. Contact Givzey directly through their website at givzey.com for current pricing details tailored to your needs.
Nonprofit Pricing
Givzey is already purpose-built for nonprofits—there is no separate "nonprofit discount" because the entire platform, pricing model, and customer base is focused exclusively on nonprofit, higher education, and healthcare fundraising.
Platform Positioning
- 100% nonprofit-focused: Unlike commercial tools offering nonprofit discounts, Givzey serves only the nonprofit sector
- Designed by fundraisers: Built specifically for advancement professionals who understand major gift workflows
- Enterprise pricing model: Custom subscriptions reflect organizational capacity and fundraising scale
- No hidden fees: No transaction charges, percentage-based fees, or surprise costs beyond annual subscription
How to Access
Contact Givzey directly to discuss pricing for your institution:
- 1.Visit givzey.com and request a demo
- 2.Share your organization size, fundraising volume, and number of users
- 3.Receive custom pricing proposal based on your specific needs
- 4.For Version2 AI (VEO/VSO), inquire about cohort availability and application process
Cost Justification
While Givzey represents a significant investment, organizations typically justify the cost through:
- Revenue acceleration: Faster pledge confirmations mean faster campaign completion
- Staff efficiency: Major gift officers spend time cultivating, not chasing paperwork
- Capacity expansion: VEO/VSO adds fundraising FTEs without hiring costs
- Reduced friction: Higher pledge fulfillment rates from automated reminders
Learning Curve
Learning Curve: Intermediate
Givzey is designed for fundraising professionals, not technologists—but it's a specialized platform that requires understanding both the software interface and your organization's gift documentation workflows.
Time to First Value
- CRM integration: Under 1 hour with Givzey integration specialist (one meeting)
- First gift agreement created: 30-60 minutes after training
- Team proficiency: 2-3 weeks of regular use to master workflows and automation
- Full implementation: 2-4 weeks for data migration, team training, and process optimization
Technical Requirements
- No coding required: All features accessible through web interface
- CRM admin access needed: For integration setup and data synchronization configuration
- Fundraising expertise helpful: Understanding gift documentation workflows accelerates adoption
- Change management skills: Shifting from paper/email processes requires organizational buy-in
Support Available
- Dedicated onboarding specialist: Director of Customer Onboarding guides implementation
- CRM integration experts: Team with Raiser's Edge, Blackbaud, Salesforce, Ellucian expertise
- Givzey Guidance: Central library for proper gift documentation best practices
- Webinar series: Regular training on platform features and fundraising strategies
- Version2 onboarding: Specialized support for VEO/VSO autonomous fundraising deployment
Common Implementation Pitfall
Underestimating change management: The technology is straightforward, but shifting your organization from established paper-based or email workflows to digital gift agreements requires stakeholder buy-in—particularly from senior fundraisers and leadership who may be resistant to change.
Plan for 2-4 weeks of parallel processing (running old and new systems simultaneously) while staff build confidence in the new workflow. Identify one "early adopter" major gift officer to champion the platform internally and demonstrate quick wins that build organizational momentum.
Integration & Compatibility
CRM/Database Systems
Givzey connects to all major nonprofit CRM and advancement database systems:
- Blackbaud CRM: Native integration with real-time data sync
- Raiser's Edge NXT: Seamless pledge migration and daily payment sync
- Salesforce Nonprofit Cloud: Bidirectional data flow via FTPS
- Ellucian Advance: Higher education advancement system integration
Implementation time: Under 1 hour with Givzey integration specialist in single setup meeting
Platform Availability
- Web-based platform: Access via Chrome, Firefox, Safari, Edge (desktop and tablet)
- Mobile-optimized donor experience: Gift agreements display and sign beautifully on smartphones
- No app required: Donors complete agreements through mobile web browser
- Cloud-based: No software installation required; access from anywhere with internet
Data Portability
- ✅ CRM data sync: All gift agreements and pledge data flow back to your CRM system
- ✅ Centralized repository: All documentation stored and searchable within Givzey platform
- ✅ Historical tracking: Version control and audit trails maintain compliance records
- ⚠️ Vendor lock-in consideration: Specialized platform means migration off Givzey would require rebuilding workflows in new system
Integration Advantage
Givzey's integration strength is its seamless coexistence with your existing CRM rather than attempting to replace it. Your CRM remains the source of truth for all constituent data, while Givzey handles the specialized workflow of gift documentation and execution. This architectural approach means you don't need to rip-and-replace existing systems—Givzey layers on top to optimize the specific pain point of major gift administration.
Pros & Cons
Pros
- Dramatically accelerates gift documentation: 72% of Smart Gift Agreements confirmed within 24 hours vs. weeks of email back-and-forth with traditional processes
- Frees fundraisers to fundraise: Automated pledge reminders eliminate collections work, allowing major gift officers to focus on relationship building
- Proven autonomous AI fundraising: VEO/VSO have raised $1.7M+ through 7,800+ engagements—not theoretical, but producing real revenue today
- Rapid implementation: CRM integration in under 1 hour; William & Mary secured $500k within first 3 months
- Built by fundraisers for fundraisers: Designed specifically for advancement professionals who understand major gift workflows
- Excellent support infrastructure: Dedicated onboarding specialists, CRM integration experts, and comprehensive training resources
Cons
- Enterprise pricing barrier: Custom pricing not publicly disclosed; positioned for large institutions with significant budgets
- Overkill for small nonprofits: Organizations processing fewer than 50 pledges annually won't justify the investment
- Change management challenges: Shifting from established paper/email workflows requires organizational buy-in and cultural change
- Version2 AI access limited: VEO/VSO deployed through cohort programs, not immediately available to all customers
- Specialized platform dependency: Deep integration means switching costs would be high if changing systems later
- Requires compatible CRM: Only works with Blackbaud, Raiser's Edge NXT, Salesforce, or Ellucian—not all nonprofit CRMs supported
Alternatives to Consider
If Givzey doesn't feel like the right fit for your organization, consider these alternatives:
Bloomerang
All-in-one donor management CRM with built-in pledge tracking and automated communications—better for small to mid-sized nonprofits without enterprise CRM systems.
Why you might choose Bloomerang instead: Significantly more affordable ($125-$400/month vs. enterprise-level Givzey pricing), includes full CRM functionality (not just gift documentation), easier for smaller teams without dedicated database administrators. Best if you're looking for an all-in-one solution rather than a specialized gift documentation add-on.
Trade-off: Less sophisticated gift agreement workflows, no autonomous AI fundraising, doesn't integrate as deeply with enterprise CRMs like Raiser's Edge or Blackbaud.
DonorPerfect
Comprehensive nonprofit CRM with pledge management, donor communications, and reporting—suitable for organizations of all sizes without requiring enterprise-level investment.
Why you might choose DonorPerfect instead: More accessible pricing structure ($89-$199/month), built-in pledge tracking without specialized add-on, better for organizations that need CRM + gift documentation in single platform. Works well for mid-sized nonprofits managing 50-500 pledges annually.
Trade-off: No Smart Gift Agreement workflows that accelerate confirmation to 24 hours, no autonomous AI fundraisers, less specialized for complex major gift scenarios.
Classy
Modern fundraising platform with recurring giving, peer-to-peer campaigns, and donor management—best for organizations prioritizing online giving and digital campaigns over major gift documentation.
Why you might choose Classy instead: Stronger in online/digital fundraising (crowdfunding, peer-to-peer, events), better for organizations where online donations outweigh major gifts, includes powerful campaign pages and donor engagement tools. Pricing starts around $99/month platform fee plus processing.
Trade-off: Not specialized for major gift documentation and multi-year pledges, less sophisticated gift agreement workflows, no autonomous AI fundraising capacity.
Why You Might Choose Givzey Instead
Givzey is the only platform purpose-built to solve the specific bottleneck of major gift documentation and execution. If your organization:
- Manages hundreds of major gift commitments annually requiring formal gift agreements
- Already uses enterprise CRM (Raiser's Edge, Blackbaud, Salesforce, Ellucian)
- Wastes weeks waiting for donors to return signed paperwork
- Needs to expand fundraising capacity beyond human staffing limitations
...then Givzey's specialized capabilities justify the enterprise investment in ways general-purpose donor management systems cannot match.
Getting Started
Your First 60 Days with Givzey
1️⃣Request Demo & Assess Fit (Week 1)
Visit givzey.com and request a demo to see the platform in action.
- Pro tip: Come prepared with your annual gift volume, number of pledges, and current pledge-to-payment timelines to assess ROI potential
- Key questions: Ask about Version2 AI cohort availability if autonomous fundraising interests you
2️⃣CRM Integration & Data Migration (Week 2-3)
Work with Givzey integration specialist to connect your CRM and migrate existing pledge data.
- Timeline: CRM integration completed in under 1 hour; full data migration may take 1-2 weeks for large databases
- Pro tip: Clean your pledge data before migration—remove duplicates, standardize naming, verify payment schedules
3️⃣Team Training & First Agreement (Week 3-4)
Onboard your development team and create your first Smart Gift Agreement using Givzey templates.
- Start simple: Begin with a straightforward multi-year pledge (e.g., $10k over 3 years) to test the workflow
- Identify champion: Select one enthusiastic major gift officer to pilot the platform and evangelize internally
4️⃣Parallel Processing & Optimization (Week 5-8)
Run Givzey alongside existing processes for 3-4 weeks while team builds confidence and you refine templates.
- Track metrics: Compare confirmation times (Givzey vs. traditional) to demonstrate value internally
- Iterate templates: Customize gift agreement templates with your branding, legal language, and approval workflows
- Build momentum: Share early wins (e.g., "gift agreement confirmed in 6 hours instead of 3 weeks") with leadership
Quick Win: Your First Week
Want to see immediate value? Try this experiment during your pilot:
- 1.Identify a donor who recently committed a multi-year pledge verbally
- 2.Create a Smart Gift Agreement in Givzey (5 minutes using template)
- 3.Send it to the donor via email with one-click signing
- 4.Track time to confirmation (likely 24-48 hours vs. 2-3 weeks traditionally)
What you'll learn: Whether Givzey's speed advantage works with your donor base. Most organizations experience the "72% confirmed within 24 hours" metric immediately, providing powerful proof of concept.
Need Help with Implementation?
Implementing enterprise fundraising platforms requires strategic planning, change management, and technical expertise. If you'd like guidance evaluating whether Givzey is the right fit for your organization—or support implementing and optimizing the platform—we're here to help.
One Hundred Nights offers consulting services for nonprofit technology assessment, implementation planning, and fundraising operations optimization.
Contact Us to Learn MoreResources
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Success Stories & Case Studies
Frequently Asked Questions
Is Givzey free for nonprofits?
Givzey is not free—it operates on an annual SaaS subscription model with pricing customized based on organization size and needs. The platform is designed for large nonprofits, higher education institutions, and healthcare systems with fully staffed fundraising departments (typically organizations managing $10M+ in annual fundraising). While specific pricing isn't publicly disclosed, it's positioned as an enterprise-level investment for organizations serious about scaling major gift operations.
How long does it take to implement Givzey?
Implementation timelines vary, but Givzey emphasizes rapid deployment. CRM integration can be completed in under 1 hour with a Givzey specialist. William & Mary, a liberal arts college, secured $500k in gifts within the first 3 months of using the platform. However, allow 2-4 weeks for full team onboarding, CRM data migration, and staff training to maximize platform value.
Does Givzey integrate with Salesforce Nonprofit Cloud?
Yes, Givzey integrates natively with Salesforce Nonprofit Cloud, as well as Blackbaud CRM, Raiser's Edge NXT, and Ellucian. The integration syncs pledge data daily, automatically migrates existing pledges, and eliminates manual updates. Setup is completed in a single meeting (under 1 hour) with a Givzey integration specialist via FTPS file transfer.
What is the Version2 AI Virtual Engagement Officer (VEO)?
The VEO is the world's first AI-powered autonomous fundraiser developed by Givzey's Version2 lab. It manages portfolios of up to 1,000 donors, conducting autonomous cultivation, engagement, solicitation, and stewardship without human intervention. As of 2026, VEOs have raised over $1.7M for partner organizations through 7,800+ donor engagements and 116,000+ autonomous activities. The AI "remembers" donor interactions through Blackbaud integration and continuously improves through machine learning.
Can small nonprofits use Givzey?
Givzey is specifically designed for approximately 21,000 large organizations nationwide with fully staffed fundraising departments—primarily higher education institutions, large nonprofits (processing hundreds of gift agreements annually), and hospital/healthcare systems. Small nonprofits with limited fundraising staff or those managing fewer than 50 pledges annually would likely find the platform cost-prohibitive and over-engineered for their needs. Better alternatives for smaller organizations include Donorbox, Bloomerang, or DonorPerfect.
What makes Givzey different from a standard CRM?
Givzey is not a CRM replacement—it's a specialized gift documentation and pledge management platform that integrates with your existing CRM. The key difference: Givzey focuses exclusively on accelerating the gift commitment-to-close process with Smart Gift Agreements (72% confirmed within 24 hours), automated pledge reminders, and AI-powered autonomous fundraising through the VEO. CRMs track all constituent relationships; Givzey optimizes the final mile of major gift execution.
