
In today’s competitive fundraising landscape, organizations are constantly seeking innovative ways to enhance their planned giving strategies. Collaboration allows collective expertise to help deliver exceptional results. That’s why Giving Docs works with strategic partners to offer a range of tools and resources that can amplify your planned giving potential. The following three types of integrations with our strategic partners can elevate your efforts.
Marketing Integrations: Streamline and Engage
Effective marketing is the backbone of any successful planned giving campaign. By adding Giving Docs to your planned giving marketing contract, we currently work with partners Stelter, PG Calc, and Money for Ministry to streamline campaigns, segment contact lists, and other services to ensure that your messaging resonates with the right audiences.
We can launch targeted campaigns that speak directly to your donors’ interests and giving capacities. By harnessing data-driven insights and expert strategies, you can enhance engagement and inspire more significant commitments to your mission.
Tech Integrations: Enhance Giving Opportunities
The technological landscape is rapidly evolving, and we’re here to help you stay ahead. Tech integrations with partners The Giving Block, Chariot, Momentum, and Donate Stock are designed to boost giving potential and simplify donor experiences. Here are a few of our tech integration options:
The Giving Block (TGB) Crypto Tools: Embrace the future of philanthropy by accepting cryptocurrency donations. Our tools make it easy for donors to contribute in a way that aligns with their values.
Streamlined Donor-Advised Fund (DAF) Tools: DAFs are becoming increasingly popular. By adding a streamlined DAF tool to your planned giving offerings, you can tap into this growing trend.
AI-Powered Donor Stewardship: Leverage state-of-the-art AI tools for personalized donor outreach and stewardship. This technology helps you maintain meaningful relationships with your supporters, enhancing their overall giving experience.
Stock Donation Button: Simplify the process of stock giving with an easy-to-implement button. This makes it easier for donors to contribute assets that can significantly impact your organization.
By utilizing these tech solutions, you not only increase giving potential but also create a donor-friendly experience that encourages long-term support.
CRM Integrations: Automate and Optimize
Data management can often be a cumbersome task, but our customer relationship management (CRM) integrations with Blackbaud, Neon One, or Virtuous can alleviate this burden. With the ability to automatically import data points from Giving Docs’ Partner Portal into your CRM, you can streamline your operations and enhance your outreach efforts.
Imagine having all your donor data—campaign results, engagement metrics, and giving history—at your fingertips without the hassle of manual entry. This automation allows your team to focus on building relationships and driving results, rather than getting bogged down in administrative tasks.
Conclusion
Amplifying your planned giving potential is not just about increasing numbers; it’s about creating a more impactful experience for your donors and optimizing your organization’s strategies. Collaborating with our strategic partners to implement marketing, tech, and CRM integrations, we empower you to elevate your planned giving efforts and deliver top-tier results.
To unlock new possibilities and take your planned giving to the next level, schedule a demo here!
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