Virtual Planned Giving Officer ​Key Features
​Version2’s Virtual Planned Giving Officer (VPGO) delivers tailored information about various planned giving vehicles, and shepherds donors through the initial stages of the planned giving journey before seamlessly transitioning qualified prospects to human planned giving officers to finalize documentation.

Personalized education for planned giving prospects

Continuous cultivation that leads to the natural outcome of giving

Connects donors with meaningful legacy opportunities specific to each individual

Seamlessly transitions qualified planned giving prospects to human gift officers
Autonomous Fundraising Capabilities
Autonomous AI Fundraisers communicate with donors using traditional
moves-management engagement strategies. The ultimate goal is for a gift to be the natural outcome of an autonomous engagement process.




Digital Labor in Numbers
1,000
Prospects
200
Donors
+ $1
Donation Increase
8-12
Donor Touchpoints