Momentum and GivingDocs Partnership

June 28, 2024
5 min read
Full name
11 Jan 2022
5 min read

Empowering Nonprofits with Advanced AI Solutions for Planned Giving

San Francisco, CA: GivingDocs, a leading planned giving company, proudly announces its partnership with Momentum, an AI-driven fundraising powerhouse. This collaboration aims to transform the landscape of planned giving by integrating advanced AI technologies to provide nonprofits with unparalleled insights and capabilities.

This partnership combines GivingDocs' expertise in planned giving with Momentum's cutting-edge AI tools to streamline and enhance the effectiveness of nonprofit fundraising. By leveraging Momentum's generative AI, nonprofits can now benefit from personalized and adaptive donor engagement strategies, predictive analytics, and automated content generation.

"This partnership signifies a new era in planned giving," says Brantley Boyett, CEO of GivingDocs. "By joining forces with Momentum, we are providing nonprofits with the tools they need to effectively engage donors, predict giving behavior, and cultivate lasting relationships. Our shared commitment to innovation and excellence will set new standards in the nonprofit sector."

"Our collaboration with GivingDocs is a pivotal moment for the fundraising community," says Nick Fitz, Founder & CEO of Momentum. "Together, we are addressing the challenges of planned giving with solutions that are both innovative and impactful. This partnership underscores our dedication to enhancing the donor experience and driving meaningful social change."

Key Features and Benefits of the GivingDocs and Momentum Partnership Include:

  • Predictive Analytics: Identifying donors most likely to engage in planned giving.
  • Generative AI Content Creation: Producing personalized emails, call scripts, and handwritten letters in the voice of the nonprofit.
  • Automated Donor Journeys: Crafting adaptive and personalized donor engagement pathways.
  • Integrated Multi-Channel Outreach: Streamlining donor communication across various platforms.
  • Enhanced Data Security: Ensuring the highest standards of data protection and privacy.
  • Comprehensive Pipeline Building: Supporting all stages of the planned giving process with AI-driven insights.

The GivingDocs and Momentum solution is now available. Nonprofits interested in enhancing their planned giving efforts with these groundbreaking tools can contact

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. F

or more about how Momentum is serving the sector, visit

About GivingDocs

GivingDocs is at the forefront of planned giving, offering innovative solutions that empower nonprofits to engage donors and secure lasting legacies. By providing user-friendly tools and expert guidance, GivingDocs helps organizations navigate the complexities of planned giving, ensuring a secure and impactful future.

For more information, please visit:

Press Contact:

Dom Vinyard
Press Relations, Momentum

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