Meet the Virtual Planned Giving Officer (VPGO): Scaling Legacy Conversations at Every Stage

The Virtual Planned Giving Officer (VPGO) is a digital partner built to unlock one of the most impactful and under-resourced areas of fundraising: planned giving. VPGOs work alongside your team to cultivate legacy-minded donors, educate prospects, and initiate meaningful conversations that would otherwise never happen due to staffing limitations.

Instead of relying solely on mailers, websites, or one-to-one outreach, the VPGO is an extension of the relational fundraising your team already does, offering personalized education and cultivation at scale—helping more supporters explore and commit to planned gifts that reflect their values and long-term vision.

How the VPGO Elevates Planned Giving Capacity

Educates and engages donors at the top of the planned giving funnel

Most planned giving prospects don’t even realize they’re candidates. The VPGO identifies and educates donors about planned giving vehicles, delivering personalized communications that clarify options and demystify the process—sparking interest long before your human team ever steps in.

Cultivates relationships with legacy-minded donors over time

Making a long-term philanthropic commitment doesn’t happen overnight. It takes trust, clarity, and a genuine connection to your mission.The VPGO keeps donors engaged with thoughtful, values-driven messages that help them explore how a legacy gift could reflect their commitment to your mission.

Connects donors with the right legacy opportunities

Whether it’s a bequest, charitable gift annuity, or another planned giving vehicle, the VPGO delivers tailored information that aligns with each donor’s life stage and giving intent—making the complex feel approachable.

Seamlessly transitions qualified prospects to human gift officers

Once a donor expresses interest or readiness to move forward, the VPGO makes a warm handoff to your team—ensuring that gift officers can focus on high-value conversations while the VPGO continues to cultivate others in the background.

Learns and improves over time

The VPGO continuously adapts based on donor responses and outcomes, refining its messaging and timing to get smarter and more effective with every interaction.

Building a Scalable Legacy Giving Pipeline

Planned giving holds enormous potential—but traditional models make it hard to scale. With a VPGO on your team, you can:

• Identify and cultivate more planned giving prospects at scale

• Deliver consistent, personalized education about legacy giving options

• Increase hybrid gifts and pipeline development for future support

• Extend your team’s reach into an often untapped segment of donors

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Ready to scale your planned giving outreach with a VPGO?

Schedule your demo today.