What Givzey does

Givzey is a Boston-based SaaS company that builds an Intelligent Gift Documentation Management Platform for nonprofit fundraising. The platform is composed of Smart Gift Agreements (digital pledge documents with a reported 72% confirmation rate within 24 hours and 92% within one week), Dynamic Workflows for reviewing and approving complex/major gifts, Automated Pledge Reminders with one-click payment options, Intelligent Invoicing that consolidates payment instruments (including stock via DonateStock), and the Givzey Hub centralized compliance and reporting repository. Givzey also operates Version2.ai, a dedicated AI R&D lab that has produced the Virtual Engagement Officer (VEO), positioned as an autonomous fundraiser that manages donor portfolios of 500–1,000 donors with generative AI communications and robotic handwritten notes via an IgnitePOST partnership. Underlying templates and rules are aligned with IRS, FASB, CASE, AFP, and AASP standards, and the platform carries SOC 2 Type II, Cyber Essentials, GDPR, and ADA/VPAT certifications.

Givzey serves primarily colleges and universities, independent schools, hospital foundations and healthcare systems, and general nonprofit organizations, with named reference customers including William & Mary (more than $1M in new commitments in under a year), Texas State University, University of Mary Washington, Stony Brook University, Kenyon College, Boise State, UC Davis, Colorado State, Idaho State, RPI, Bucknell, College of Charleston, Miss Porter's School, and Conway Regional Health Foundation. The company markets primarily through enterprise field sales with consultative demos, supported by an inside-sales motion (on-demand video walkthrough) and a partner channel that includes consulting firms (Orr Group, Washburn & McGoldrick, Penry Advisors), payment and instrument integrations (DonateStock, Chariot, Kradle2), and industry associations (CASE Educational Partner).

The business model is annual SaaS subscription with pricing not publicly disclosed and quote-based; Givzey underwrites adoption risk with a 10x ROI Guarantee (10x the contract value in gift agreements under management in year one or the second year is free). The company is venture-backed, headquartered at 135 Clarendon Street, Boston, and was founded around 2021. It has reported approximately $5.7M in cumulative funding across a 2022 Reg D raise ($539,993), a $2.1M oversubscribed seed in September 2023 (with Oyster Funds and York IE disclosed in supplemental funding data), and a $3M Form D filed for October 2025.

Name

Givzey

Legal name

Givzey, Inc.

Website

https://givzey.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Givzey is a Boston-based SaaS platform that provides intelligent gift documentation management for nonprofit fundraising, serving colleges, universities, healthcare systems, and independent schools with digital gift agreements, automated pledge reminders, and an AI R&D lab (Version2.ai) building autonomous fundraising agents.

Ownership category

akta.pro rank

Product category

Nonprofit Fundraising Software

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Application Planning, Document Management & Submission Tools (EDAFAMAC)

Keywords

• Nonprofit fundraising software
• Gift documentation management
• Pledge management platform
• Donor engagement automation
• Fundraising CRM tools

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Givzey operates as a SaaS platform with subscription-based pricing for nonprofit organizations to access Intelligent Gift Documentation Management Platform. The platform enables organizations to scale multi-year giving and improve donor retention.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Givzey sells a SaaS Intelligent Gift Documentation Management Platform that helps nonprofit fundraisers document gift intent, formalize verbal agreements, and scale multi-year giving through digital Smart Gift Agreements, Dynamic Workflows with version control, Automated Pledge Reminders, Intelligent Invoicing, and a centralized Givzey Hub for tracking, reporting, and compliance. The platform is purpose-built for college and university advancement teams, independent schools, hospital foundations, and other nonprofits, and is complemented by Version2.ai, an AI R&D lab whose Virtual Engagement Officer autonomously manages donor portfolios and sends robotic handwritten notes via IgnitePOST.

Product overview

Givzey is a unified Intelligent Gift Documentation Management Platform for nonprofit fundraising. The core platform centers on Smart Gift Agreements (digital pledge agreements with 72% confirmation within 24 hours), Dynamic Workflows (for complex gift approval), Automated Pledge Reminders, Intelligent Invoicing, and Givzey Hub (centralized tracking). Supporting offerings include Givzey Collaborator for major gift workflows, Version2.ai AI R&D lab (producing the Virtual Engagement Officer autonomous fundraiser), Givzey Guidance (free documentation library), and Letter of Intent capabilities for DAFs. The company also offers the Givzey 10x ROI Guarantee as a commercial differentiator.

Differentiator

Problem solved

Functional benefit

Brands

• Version2.ai: Givzey's AI R&D lab focused on building the world's first fully autonomous nonprofit fundraiser, including the Virtual Engagement Officer (VEO).

Products and services

• Intelligent Gift Documentation Management Platform End-to-end SaaS platform that streamlines and scales multi-year giving and one-time gifts at every level for nonprofit fundraising teams, addressing the gap between donor commitment and gift closure with efficiencies for fundraising staff, elevated donor experience, improved retention, and organized financial audits.
• Version2.ai AI R&D lab from Givzey developing autonomous AI fundraising technology, including the Virtual Engagement Officer and generative AI for personalized donor communication and robotic handwritten notes.
• Virtual Engagement Officer (VEO) World's first fully autonomous fundraiser AI that independently manages portfolios of 500-1,000 donors, handling cultivation, solicitation, and stewardship with limited human intervention and producing personalized handwritten donor notes via IgnitePOST robotics.

Quantifiable outcome

• 72% of Smart Gift Agreements confirmed within 24 hours, 92% confirmed within one week
• +4 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature7 records

Partnerships

Twelve partnerships are on record, tiered core, flagship and minor.

• IgnitePOSTcoreTechnology or Integration · 28 June 2024Exclusive robotics partnership combining AI with robotic handwriting technology. Version2.ai's Virtual Engagement Officers (VEO) can now send pen and ink handwritten notes to donors for introductory notes, birthday cards, and personalized stewardship notes.
• FundMinercoreTechnology or Integration · 7 June 2024AI-powered platform partnership for full-cycle organization-wide fund management. Together, Givzey and FundMiner turn static gift documentation and fund data into dynamic fundraising assets that increase revenue and impact for nonprofits.
• DonateStockcoreTechnology or Integration · 6 December 2023Partnership to unlock charitable stock gifting on Givzey's Gift Agreement Platform. Enables investors to donate stock to any nonprofit in minutes, removing barriers and friction for organizations to launch and scale stock gifting programs.
• Orr GroupflagshipStrategic or Co-development Partner · 11 October 2023Strategic partnership with industry-leading full-service consultancy that transforms nonprofits through embedded partnerships and trusted advice. Empowers fundraising leaders to expand multi-year giving to mid-level donors.
• Annual Fund ToolkitminorGTM or Marketing PartnerSupport system helping fundraising teams improve donor retention and grow major gift pipeline with research-based recommendations, templates, and automation features.
• BoardableminorGTM or Marketing PartnerBoard management software partner offering 24/7 service and technical support, flexible packaging options, and integrated video conferencing for nonprofit governance.
• Washburn & McGoldrickcoreStrategic or Co-development PartnerConsulting partnership helping colleges, universities and independent schools successfully seek philanthropic support. Focuses on campaign planning, advancement officer training, program assessment, and strategic planning.
• Penry AdvisorsminorStrategic or Co-development PartnerFundraising counsel and training specifically for college athletics, optimizing the partnership between advancement and athletics to create sustainable revenue streams.
• CauseVoxminorGTM or Marketing PartnerDigital fundraising platform partner for creating donation forms, crowdfunding, peer-to-peer fundraising, and event ticketing for small nonprofit teams.
• GiveFreelyminorGTM or Marketing PartnerPartnership bringing innovation to Giving Tuesday and continuous giving opportunities, filling the gap left by Amazon Smile shutdown.
• CASE (Council for Advancement and Support of Education)flagshipStrategic or Co-development PartnerGlobal nonprofit association dedicated to educational advancement professionals. Givzey is a CASE Educational Partner providing thought leadership and research.
• Version2.aiflagshipOthersGivzey's own AI R&D design unit focused on advancing autonomous AI for fundraising. Sole focus on creating and scaling the world's first fully autonomous frontline fundraiser.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Blackbaud: Blackbaud's Raiser's Edge NXT is the dominant nonprofit fundraising CRM. Overlaps with Givzey on gift documentation, pledge tracking, and reporting, and represents the most likely incumbent to add native gift agreement features.
• Salesforce (Nonprofit Success Pack): Salesforce NPSP is a widely-deployed nonprofit CRM built on the Salesforce platform. Comparable to Givzey in serving large nonprofits and universities, and a major platform Givzey must integrate with rather than displace at the CRM layer.
• Bonterra (Network for Good): Bonterra, formed from Network for Good, Bonterra, and Social Solutions, offers fundraising, grantmaking, and CRM software for nonprofits. Overlaps with Givzey in serving nonprofit fundraising teams at scale.

Direct peers

• Bloomerang: Bloomerang is a donor management and fundraising CRM focused on small-to-mid nonprofits. Directly comparable to Givzey in serving nonprofit advancement teams, with overlap on donor retention and gift management workflows.
• DonorPerfect: DonorPerfect is a long-standing nonprofit fundraising and donor management platform. Overlaps with Givzey on pledge tracking, gift processing, and donor communications for small and mid-sized nonprofits.
• Classy: Classy, by GoFundMe, is a leading online fundraising platform for nonprofits. Comparable to Givzey in serving nonprofit development teams, though more focused on online donation forms, events, and peer-to-peer fundraising.
• Funraise: Funraise is a nonprofit fundraising platform with CRM, donation forms, and donor management. Comparable to Givzey in targeting mid-market and enterprise nonprofits with a unified fundraising stack.

Emerging players

• Givebutter: Givebutter is a free, modern online fundraising platform for small nonprofits. Partial overlap with Givzey on donor experience, but focused on smaller organizations and event/P2P giving rather than multi-year pledge agreements.

Others

• DocuSign: DocuSign is the dominant e-signature platform that Givzey explicitly displaces for gift agreements (per Kenyon and Stony Brook testimonials). Adjacent rather than direct, but a key competitive reference point for procurement.
• FundMiner: FundMiner is an AI-powered fund management platform that partners with Givzey to turn gift documentation into dynamic fundraising assets. Ecosystem partner with overlapping nonprofit fundraising customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/givzey

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Givzey