The Future of Fundraising
Welcome to the Future of Fundraising. Evaluating the risks associated with autonomous fundraising differs significantly from typical SaaS security assessments. This idea that evaluating technology, not just based on its security, but also on its independent and autonomous actions is a brave new world requiring a different set of requirements. Organizations must evaluate both the security of the technology and the unique risks and rewards they should expect. To ensure an accurate assessment, the evaluation of autonomous fundraising must go beyond standard security measures to capture these distinct considerations.
Based on conversations with hundreds of organizations, our team has compiled key questions from security assessments and those we believe organizations should ask about autonomous AI security, assessment, and specific risks, based on our experience with hundreds of organizations.
Beyond traditional data security risks, new concerns arise with independent, two-way AI communication. For example, what if a donor shares sensitive information like PII, credit card data, or PHI with an autonomous fundraiser? Does the AAI store this data? While traditional fundraisers follow strict policies to avoid storing sensitive information, the current autonomous fundraiser has limited understanding of PII—something we are actively addressing.
To address these concerns, we are proud to release the first version of our assessment standards toolkit to help organizations establish a baseline for assessing the risks of working with AI companies, including ours. The toolkit includes an AI Security Assessment, an Internal AI Use Policy Template, and AI/ML Security checklists, providing a foundation for building policies and procedures to evaluate the risks of autonomous AI.
The toolkit covers data security, reputational risk, accessibility protocols, organizational readiness, and more. As the first to develop autonomous fundraisers, we aim to help organizations establish thoughtful policies for the use of autonomous AI.
Last week our team continued evolving the onboarding processes for partners. We’re exploring how to effectively train the autonomous fundraiser using data (websites, videos, emails, etc.) to make the AAI reflective of the specific characteristics of each individual organization.
This week we’re hyper-focused on R&D for interactive avatars to enhance the donor’s experience. VEOs will be able to answer donor questions about events, past giving and other ways to engage with the organization in real time in an environment like a Zoom screen that they are familiar with. Trust and transparency will be at the forefront of our approach to this type of interaction. Our goal is to find ways for technology to enhance the donor’s experience.
Have a great week.
Nonprofit Autonomous AI Assessment Toolkit
To safeguard your organization, it's data, and your donor's data, nonprofits must thoroughly evaluate vendors whose products or services will access, process, or host organizational data.
Version2 is committed to helping all nonprofit organizations ask the right questions and gather the right data during the AI vendor vetting process. We're also committed to ensuring that internally, as your organization uses AI technology, that policies, procedures, and best practices are in-place and actively used to proactively protect against any issues.
The library is created for?all nonprofit organizations?to ensure that, whether you are considering adopting Version2?or any other?Artificial Intelligence, Machine Learning, or Language Learning Model, you have the knowledge necessary to make the best and most secure decisions possible.
[ON-DEMAND] LIVE Fundraising Panel: 2024 Gift Documentation Benchmark Report
This past week, Givzey’s Emily Groccia and Renee Quinn sat in on a live panel to pick apart the most important insights and actionable takeaways from the 2024 Gift Documentation Management Benchmark Report.
If you missed the live presentation, see the full recording here .
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[FREE DOWNLOAD] 2024 Gift Documentation Management Benchmark Report
No matter the type of organization, fundraising has a 'Messy Middle' problem – the time between when a donor is at the height of their excitement and belief in your organization, when they commit to a gift, and when that gift closes.
The ‘Messy Middle’ is full of forms, templates, revision cycles, approval chains, collecting signatures, compliance, layers of bureaucracy, and manual processes that delay closing a gift.
While these steps are necessary, every day that goes by puts a donor's experience and sentiment at risk.
We're proud to release the first-ever?Nonprofit Gift Documentation Management Benchmark Report , which compiles the results of a survey we conducted in the spring of 2024 with about 100 nonprofit organizations – including Higher Educational Institutions, Independent Schools, Healthcare Organizations, and Cause-Based Nonprofits.
Our goal is to help others in the Social Good sector understand, manage, control, and turn the Messy Middle into an asset.
Instrumentl Nonprofit Growth Summit
What’s standing in the way of taking your nonprofit to the next level? Limited funding? Lack of collaboration? Disengaged stakeholders?
Learn how the strongest nonprofits overcome these challenges at the Nonprofit Growth Summit on September 12, hosted by our great friends and partners at Instrumentl.
Through panel discussions, hands-on workshops, and community building, you’ll gain:
Early bird registration is free but spots are limited!
Fundraising Jobs
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2 个月Adam Martel, The shift towards autonomous fundraising presents a fascinating and complex challenge, especially when balancing innovation with security. The idea of evaluating AI not just for its security but also for its autonomous actions is a critical consideration for the future. It's encouraging to see your team leading the charge with a toolkit that addresses these new risks. How do you envision the role of transparency evolving in donor interactions as these autonomous technologies become more prevalent?