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Building Your Digital Fundraising Team
Two years ago, the first Virtual Engagement Officer (VEO) started working with donors. It was built for a problem nearly every advancement team knows: more donors than there are people to reach them one-to-one.
The Capacity Gap
Most fundraising teams have at least one open seat, if not several. Frontline tenure continues to average 18 months, with over 80% of nonprofits saying qualified fundraisers are hard to find and retain.
That capacity gap is exactly where Autonomous Fundraising sits — giving teams the ability to reach more of their unmanaged donors one-to-one, without adding headcount.
The Digital Fundraising Team
What started as a single VEO is now a digital fundraising team of Autonomous AI fundraisers, each with its own direct, measurable outcome.
If you need revenue: Virtual Engagement Officer (VEO)
The VEO runs personalized donor journeys using traditional moves-management strategies for donors just under the major gift threshold. It's measured by its ability to fundraise, recapture lapsed dollars, upgrade giving, and move donors to a human gift officer.
If you need retention: Virtual Stewardship Officer (VSO)
The VSO delivers personalized stewardship to keep last year's donors giving, targeted wherever retention is falling. Because it's measured by donors retained, it provides continuous direct and indirect ways for a donor to renew, then shifts to stewardship and cultivation once that gift is secured.
If you need to grow legacy giving: Virtual Planned Giving Officer (VPGO)
The VPGO pairs discovery work — surfacing existing gifts and guiding donors through documentation — with timely planned giving education around Make-a-Will Month, Estate Planning Awareness Week, RMD deadlines, and the organization's legacy society. Planned gifts come from loyal donors, and the VPGO works across the donor pyramid, measured by the planned gifts it surfaces.
If your healthcare foundation needs new donors: Grateful Patient VEO
The Grateful Patient VEO is built and measured for acquisition, inviting patients and families into philanthropy through gratitude — thanking a clinician, sharing a story, and learning how their giving supports care. Any health information a patient shares is redacted automatically, so it never lives in Version2.ai's system or the organization's CRM.
There will never be enough frontline staff to reach every donor one-to-one. Trusted digital labor adds capacity where a team needs it most — whether that's revenue, retention, planned gifts, patient acquisition, or a combination.
If you're trying to figure out where that is for your organization, schedule a demo.
FAQ
What is Autonomous Fundraising?
Autonomous Fundraising uses Autonomous AI fundraisers to build one-to-one connections with donors that sit outside a donor's portfolio. Each fundraiser works toward a specific, measurable outcome, adding capacity without adding headcount.
Can an organization use more than one Autonomous AI fundraiser?
Yes. Organizations can use one AI fundraiser to manage multiple portfolios, or combine the various fundraisers to address different needs and priorities.
Does Autonomous Fundraising replace staff?
No. Autonomous Fundraising works alongside your advancement staff, extending personalized cultivation to unmanaged donors.
