Gift Agreement Management
Manage the entire gift process in a single system
Stabilise and grow funding with a gift agreement management system
Throughout every fundraising campaign, major gifts are the difference between meeting and exceeding goals.
But as the donation ask grows larger, the need for formal gift contracts or gift processing becomes a factor. And the last thing you want is to lose out on a major gift because a mistake is made or a task is left undone.
With a Hyland solution for Gift Agreement, advancement and development offices manage the entire business process for a gift contract request.
The gift agreement management system provides:
- A comprehensive view of all agreement requests in process
- Automated process workflows that remind staff of upcoming delivery dates
- Security that ensures all information surrounding a gift can only be accessed by those who need to see it
Once the gift is signed, staff have immediate access to all final documents through the advancement CRM solution. The gift agreement system also automatically stores the contract in the donor record — ensuring the donor history stays up-to-date.
And, with ShareBase, you can share your donors' gift agreement with external law firms to speed up processing even further. The natural interaction between ShareBase and Hyland solutions allows you to share those files automatically as part of the gift agreement process with those who do not have access to your system.
Find out more about how you can accelerate your gift agreement process here.