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The Middle of the Pyramid Challenge
A universal truth is that the middle of the donor pyramid has always presented a challenge, and different solutions have emerged to address the gap. You’ve likely tried multiple approaches like donor experience programs (DXO/DGO), targeted phonathons, and hyper-segmented campaigns. Each has offered something valuable, and each has required something significant from your team. What's different is that conversations about the middle of the pyramid now center on strategic reven


Building A Strategic Autonomous Fundraising Portfolio for Nonprofit Fundraising
Philanthropy fuels mission-critical work. Donors who volunteer at your events, champion your programs, establish recurring gifts, and bring others into your community. These relationships rest on shared values, trust in your impact, and belief in the change you create. Yet most fundraising teams face impossible capacity constraints: thousands of donors who deserve personal engagement, but only enough staff to actively manage the top 3%. Autonomous Fundraising addresses this c


Strategic Donor Selection for Higher Education: Identifying Your Next 1,000 Relationships
Higher education fundraising is built on relationships that span decades: alumni who return to campus for reunions, parents who watched their children thrive, faculty members who continually shape generations of students, and community partners who witness the institution's impact. These connections run deeper than transactional giving. They're rooted in transformation, pride, and gratitude for what higher education represents. The challenge for advancement teams is building


Beyond the Top 3%: 2025 Autonomous Fundraising Results
In 2025, Autonomous Fundraising and Virtual Engagement Officers raised $7,132,652 through 39,217 individual gifts, without adding headcount. Across 100+ partner organizations, VEOs demonstrate that when advancement solves how to expand personalized one-to-one attention, responsive care, and meaningful engagement throughout the donor giving journey beyond the top 3%, impactful ROI follows, including retention, upgraded giving, recapturing donors after periods of disengagement,


Autonomous Fundraising Strategy for Independent Schools: Which 1,000 Donors Deserve Personal Attention?
Independent school fundraising thrives on community connection. Parents who volunteer for every auction, grandparents who establish endowments, alumni who return for homecoming, and families whose children walk the same halls their parents once did. These relationships are built on shared values, trust in your mission, and pride in what your school creates. Yet most development offices face an impossible math problem: thousands of donors who deserve personal engagement, but o


Building Relationships, Not Just Fundraising Tech
How compassion and collaboration guide our approach to Autonomous Fundraising In the fundraising world, we know that personal, trusted connections are the foundation for building philanthropic support at all levels. Fundraising will always be personal. As a team of former advancement professionals, we understand this deeply, and it's embedded in how we approach our work every single day. We are relationship builders. This is the lens through which we view every interaction, d


The Symphony of AI: Orchestrating Multiple Virtual Fundraisers to Scale Nonprofit Impact
How leading nonprofits are moving beyond pilot programs to deploy comprehensive AI-powered fundraising strategies across their entire organization Picture this: Your nonprofit has 150,000 solicitable donors, 45,000 lapsed donors, and multiple departments/programs that are all clamoring for more fundraising support. Your gift officers can only manage 100-200 prospects each, leaving thousands of qualified donors receiving nothing more than mass marketing emails. Sound familiar?


Beyond the Rules Engine: Why Autonomous Fundraising Moves Management Is Unlike Anything You’ve Ever Seen
When nonprofit leaders evaluate AI fundraising tools, they're often shown demonstrations of automated email triggers and workflow automation. A donor hasn't given in ten months? The system sends an email. Someone makes their third gift? They get added to a cultivation sequence. This is a rules engine, automation masquerading as artificial intelligence—and it fundamentally misunderstands how one-to-one fundraising actually works. The difference between a rules engine and a mov


Beyond the December Crunch: Why Calendar Year-End Doesn't Have to Mean Capacity Crisis
When the end of the calendar year is near, advancement leaders face the same impossible math. Up to 40% of individual giving is concentrated in a six-week window, and every donor in your portfolio deserves meaningful engagement. But your gift officers are already managing 150-200 relationships each, and December doesn't magically add hours to the day. So the triage begins. Top prospects get personal attention. Mid-tier donors get templated emails. And a hundred qualified dono


Givzey | Version2.ai Achieves TX-RAMP Level 1 Compliance for Texas Educational Institutions
Opening the Door to Secure, Autonomous Fundraising for Texas Institutions Texas state educational institutions can now confidently partner with Givzey | Version2.ai , knowing we meet the stringent TX-RAMP security requirements mandated for their technology vendors. This certification ensures that Texas colleges and universities can leverage our autonomous fundraising technology, including our Virtual Engagement Officers that have raised over $5 million, while maintaining full


24-Hour Giving Campaigns, Year-Round Results: What Our 2025 Giving Tuesday Data Shows
Over the last dozen years this 24-hour global movement has inspired transformative philanthropy across every sector. Organizations with Virtual Engagement Officers saw incredible results for their Giving Tuesday campaigns coming directly from their VEO-managed donors. VEOs sent over 21,000 messages to donors across the country and helped raise $284,105 (and counting) for the 40+ organizations that participate in the Giving Tuesday campaign. One of our HBCU Innovation Par


The Carbon Reality of Autonomous AI Fundraising
How Version2.ai's VEOs deliver transformative results with minimal environmental impact As artificial intelligence becomes increasingly central to nonprofit fundraising technology, questions about environmental impact have moved from the margins to the mainstream. Institutional boards, sustainability officers, and socially conscious donors are asking the right question: What is the carbon cost of AI-powered fundraising? At Version2.ai , we believe transparency about our envir


The Calendar Year-End Problem Efficiency Can't Solve
Every calendar year-end, fundraising teams are faced with a paradox that is known but rarely named: the moment donors are most ready to give is precisely when our teams have the least capacity to engage them. The data makes this painfully clear. We know a disproportionate amount of individual giving is done in the last few months of the calendar year. Lexis Nexis reports that nonprofits typically raise between 24% and 47% of annual online giving in November and December with


Beyond the What and How: How VEOs Are Finding the Why with Donors
Fundraising teams can tell you a donor's last gift amount, their preferred communication channel, and their likelihood to respond to an appeal. They can segment by wealth capacity, engagement score, and giving history. They know the donor attended three events last year and opened 60% of emails. What they can't tell you: that the donor's grandmother was a nurse, which is why the hospital campaign resonates. Or that their first-generation college experience drives their recur


Which 1,000 Donors Should You Engage Next? A Data-Driven Approach
Healthcare fundraising often begins with a moment: a recovery that defied the odds, the loss of someone deeply loved, a physician whose care changed everything. But it also grows from witnessing your organization's broader impact—your emergency department serving as a community safety net, your research advancing treatment, your programs reaching underserved populations. These experiences create bonds between donors and healthcare institutions that run deeper than transaction


Beyond AI Enablement: How Autonomous Fundraising Generated $1M in Upgraded Gifts
In the first year of Autonomous Fundraising, our team observed that donors were consistently increasing their giving after working with the Virtual Engagement Officer. Now, beyond just observation, the data is providing definitive proof that trusted digital labor fundamentally changes what’s possible for our organizations. Across more than 100 Virtual Engagement Officers, we're seeing something remarkable. When a donor makes a gift under VEO management, almost one third of th


Autonomous Fundraising for Giving Days: Why the 364 Days Before Matter as Much as the 24 Hours During
The secret to Giving Day success isn't what happens on the day itself. It's what happens in all the days leading up to it. Think about your most successful gift conversations. They didn't start with the ask. They started months earlier with discovery, cultivation, and relationship building. You learned what mattered to the donor. You shared relevant updates. You made them feel connected to your mission. By the time you made the solicitation, it felt natural. This is moves man


Earning Board Confidence: A Playbook for Autonomous Fundraising Adoption
Fundraising leaders know the unique challenge of championing new technology to executive teams and boards. The potential is clear, but translating that vision to governance stakeholders isn’t always easy. Many boards are asking teams to innovate with trusted digital labor while carrying understandable concerns. Leaders hesitate to bring even transformative tools forward unless they directly address mission-critical priorities. From the outset, Version2.ai made a simple commit


The Autonomous Approach: Scaling Your Team, Not Just Productivity
Most AI tools in fundraising help your team work faster or more efficiently. But what if AI could expand your team instead? While AI enablement creates more efficient workflows, it doesn't solve the real challenge facing nonprofits: there simply aren't enough frontline fundraisers to successfully manage all donors. That's where Autonomous Fundraising comes into play. Autonomous AI is more than AI Enablement AI Enablement uses tools that augment human capabilities and support


Solving the Fundraising Labor Shortage: Our First Year of Autonomous Fundraising
October 2025 marked one full year of Autonomous Fundraising. As a team built of former fundraising professionals, we saw the gap in our industry: advancement teams simply do not have enough capacity to successfully manage anywhere close to the number of donors they’d like to have in portfolios. The biggest challenge facing all nonprofits is that we have a labor shortage. There simply aren’t enough frontline fundraisers. The average gift officer tenure maxes out at 3 years, an
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