Webinar  092424  VEO Portfolio Building

LIVE PANEL

On-Demand

William & Mary and College of Charleston were the first two institutions in the world to test a fully autonomous fundraiser with their donors. Now, those Virtual Engagement Officers have been assigned a full portfolio of donors to engage with and build relationships that lead to giving.

But exactly who are these autonomous fundraisers interacting with? How do you know what donors a VEO should manage? What’s different from a traditional fundraiser’s portfolio and an autonomous fundraiser’s portfolio?

This first-of-its-kind live panel features Meghan Palombo, Associate Vice President, Annual Giving & Philanthropic Engagement at William & Mary, Laurie Soenen, Executive Director, Advancement Services at College of Charleston, and moderated by Emily Groccia, VP of Customer Success for Givzey and Version2. Together, the panel covers:
 
  • What is autonomous fundraising?
  • What does an autonomous fundraiser look like?
  • What donor segments should an autonomous fundraiser interact with?
  • What you need to know about building portfolios for autonomous AI that does not require human intervention?
  • What fundraising priorities should be considered for the autonomous fundraiser?

LIVE PANEL:

Autonomous Fundraising

Building Donor Portfolios for the First AI Gift Officer

SAVE YOUR SEAT