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Most planned giving programs are leaving gifts on the table. Not because the donors aren't there, but because there's never enough capacity to reach them. Qualified prospects sit unmanaged in the database while gift officers focus on the portfolios in front of them, and the planned gifts that could have been secured never materialize.
The Virtual Planned Giving Officer changes that equation.
Join Version2.ai on April 16th at 2PM ET to learn how autonomous AI is expanding planned giving capacity for nonprofits and higher education institutions. You'll see how VPGOs independently manage 1,000 planned giving prospects through 12 annual touchpoints built around education, gift vehicle discovery, retention, and stewardship — and how they guide donors through the full arc from first engagement to documented planned gift.
In this session, you'll learn:
- How the VPGO differs from the Virtual Engagement Officer and where each fits in your fundraising program
- How autonomous AI delivers personalized planned giving education and discovery at scale
- How VPGOs handle QCD education, complex gift vehicles, annual giving retention, and handoff to your team
- What documented planned gift commitments look like in practice