Momentum Announces Partnership With Giving Docs

We're announcing a major partnership with Giving Docs, a well-established planned giving platform. This collaboration will transform the way fundraisers approach planned giving by introducing advanced AI technology and providing nonprofits with enhanced insights and capabilities to improve donor engagement.

While Momentum contributes its innovative AI tools, Giving Docs brings its expertise in planned giving. Together, we aim to streamline fundraising efforts and help nonprofits connect more effectively with donors. Our generative AI technology offers features like personalized outreach, predictive analytics, and automated CRM integration, making donor engagement more adaptive and tailored.

Nick Fitz, Founder & CEO of Momentum, shared, “Our partnership with Giving Docs is a major step forward for the fundraising community. We’re tackling the challenges of planned giving with innovative, practical solutions that improve the donor experience and drive meaningful impact.”

The key features and benefits of our partnership with Giving Docs includes:

• Predictive Analytics: Tools to identify which donors are most likely to engage in planned giving.
• ‍Generative AI for Content Creation: Automated, personalized outreach such as emails, call scripts, and even handwritten letters crafted in the nonprofit’s voice.‍
• Automated Donor Journeys: Adaptive engagement plans that respond to donor behavior.‍
• Integrated Multi-Channel Outreach: Streamlined communication across multiple platforms.‍
• Enhanced Data Security: Adherence to top-tier standards for data privacy and protection include SOC2 and HIPAA.‍
• Comprehensive Pipeline Building: AI-driven insights supporting every step of the planned giving process.‍
• Increased Confirmed Planned Gifts and Handraisers: Tracked through the Giving Docs Partner Portal

As Brantley Boyett, CEO of Giving Docs, stated, “This partnership marks the beginning of a new era in planned giving. By teaming up with Momentum, we’re providing nonprofits with the tools they need to engage donors more effectively, predict their giving patterns, and build long-lasting relationships.”

Our collaboration offers fundraisers new opportunities to work smarter, engage more effectively, and make a lasting impact within the planned giving community.

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About Momentum

Momentum is an innovative AI and behavioral science company helping people build more meaningful relationships. Founded in 2019, our technology streamlines fundraising processes through thoughtful workflow automation and artificial intelligence, enabling fundraisers to focus on relationship-building rather than administrative tasks. Through our suite of products, Momentum has powered impactful campaigns, driving effectiveness and warmth in philanthropy. Our commitment to enhancing fundraising practices has made us a trusted partner for organizations around the world.

For more about how Momentum is serving the sector, visit www.givemomentum.com.

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About Giving Docs

Giving Docs is at the forefront of planned giving, offering an innovative software solution that empower nonprofits to engage donors and secure lasting legacies through online estate planning. By providing user-friendly estate planning tools and expert guidance, Giving Docs helps organizations enhance their planned giving programs, ensuring a secure and impactful future.

For more information, please visit: www.givingdocs.com

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