Digitize Major Giving: Streamline Agreements and Speed Up Workflows

Advancement teams are facing many challenges today: instability in the fundraising landscape, budget changes and staff turnover increases, to name a few. These challenges are harder to overcome when the underlying agreement processes that support teams’ work are manual, error-prone, present long turnaround times and provide suboptimal experiences to those involved. And manual processes are ubiquitous: 60% of organizations have used incorrect or dated pledge agreements to save time and because parties do not have visibility into the process. Digitizing major giving process to secure gifts by decreasing turnaround time, providing visibility to all parties and offering a streamlined experience is more important today than ever.

• Learn how your peers are doing in a post-pandemic world as we release new data collected from a May 2022 survey to higher education institutions and nonprofit organizations 

• Hear about how organizations are digitizing major giving processes to provide faster turnaround times, delight donors and staff, and redirect budget to other projects

• See first-hand how DocuSign CLM can digitize and automate your agreement processes directly from our Advancement expert