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San Diego State University Partners with Givzey | Version2 to Launch Revolutionary Virtual Planned Giving Officer (VPGO)
- kevin94085
- Mar 25
- 3 min read
Along with our great friends and partners at San Diego State University (SDSU), Givzey and Version2.ai have introduced the world's first Virtual Planned Giving Officer (VPGO), a breakthrough marking another significant milestone in our mission to build the world's most experienced frontline fundraiser using autonomous Artificial Intelligence and offer all nonprofit organizations the ability to add trusted digital fundraising capacity to their teams.
The VPGO joins Givzey | Version2's growing suite of autonomous AI fundraising officers, including the Virtual Stewardship Officer (VSO) and Virtual Engagement Officer (VEO), all designed to address fundraising’s staffing shortage with trusted digital labor, specifically built for the nonprofit sector. Givzey | Version2’s trusted digital workforce is designed to solve the challenge that all nonprofit organizations face, the inability to hire enough fundraisers to manage and engage in 1:1 relational fundraising with donors.
"San Diego State University has always been at the forefront of innovation in higher education advancement, and our partnership with Givzey | Version2 allows us to extend that innovation to our planned giving program. The Virtual Planned Giving Officer is already bringing in valuable insights through 2-way communication that are allowing us to learn about each donor’s unique values and philanthropic goals. The amount of individual communications it’s had already in just 3 months is incredible." Amy Walling Associate Vice President, Planned Giving, Estate Administration, Annual Giving/Digital Marketing at SDSU
The Virtual Planned Giving Officer provides personalized education and cultivation for planned giving prospects through autonomous AI-driven communications that draw from both industry best practices and institution-specific knowledge. In addition to traditional cultivation and engagement strategies that deepen a prospect’s connection with the organization, the 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.
"Planned giving represents one of the most significant yet often under-resourced areas of fundraising. Our Virtual Planned Giving Officer allows institutions like SDSU to dramatically scale their planned giving marketing and outreach without expanding headcount, creating more opportunities for donors to leave meaningful legacies while providing a critical pipeline of future support for the university's mission." Adam Martel CEO of Givzey | Version2
SDSU is the first in the world to introduce an autonomous Virtual Planned Giving Officer to its donors and constituents. Sandy, SDSU’s VPGO, works with a portfolio of 1,000 planned giving prospects and has sent over 3,000 communications through text, email, and robotic handwritten notes. Sandy has seen engagement through 2-way communication and/or giving from 114 individuals and is poised to discover planned gifts and increase hybrid giving of current gifts and planned gifts, influencing over $90,000 in the portfolio in outright gifts.
The VPGO builds upon the success of Givzey | Version2's VEO and VSO, which are on-pace to generate $1 million in giving in less than a year after launch. Like its counterparts, the VPGO continuously learns from interactions and outcomes, becoming increasingly effective over time.
SDSU is one of a growing list of forward-thinking institutions leveraging Givzey | Version2's autonomous fundraising technology to extend the capabilities of their advancement teams.
