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Expanded Planned Giving Capacity
Planned giving requires years of consistent, personal relationship-building, and the fundraisers capable of doing that work are finite. A Virtual Planned Giving Officer independently manages 1,000 prospects, executing personalized engagement year-round. The donors most likely to make a planned gift — loyal mid-level donors who fall below major gift thresholds — are now in reach.
VPGO Key Features
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Deep discovery to surface existing, autonomous documentation for planned gifts
Specialized planned giving knowledge base
Stewardship that starts the moment a gift is confirmed
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Only requires 10-15 minutes of manager oversight per week
Deep Discovery to Surface Existing Autonomous Documentation
Existing planned gifts go unrecorded every year. The VPGO surfaces these gifts and autonomously guides new donors through documentation when they're ready.
Autonomously leads donors through planned gift documentation, converting undisclosed intentions into confirmed, recorded commitments and revenue
Guides donors through documenting newly established planned gifts and reports directly back to your team to book expectancies
Prompts donors to share their personal connection to your mission, deepening affinity and naturally surfacing planned giving conversations
Specialized Planned Giving Knowledge Base Built into Every Interaction
The VPGO operates with a specialized fundraising intelligence layer, enabling autonomous execution of complex, education-driven engagement across the full spectrum of planned giving vehicles and moments.
Make-a-Will Month (August) and National Estate Planning Awareness Week (November) campaigns, created and executed autonomously
QCD and IRA Rollover education timed to RMD deadlines, personalized to each donor's giving history
Expanded education on complex gift vehicles, including stock gifts and Donor Advised Funds
Alignment with your organization's planned giving society, including stewardship and education on society benefits and events
Stewardship That Starts the Moment a Gift is Confirmed
When a donor confirms a planned gift, the VPGO immediately shifts from cultivation to stewardship, without any human intervention required.
Sends a personalized, Autonomous AI-crafted, robotically handwritten note to the donor
Welcomes donors to your planned giving society and ensures they're aware of member benefits, events, and peer connection opportunities
Seamlessly graduates donors into a human fundraiser's or a Virtual Stewardship Officer's portfolio for continued long-term engagement
