| TL;DR – Donors expect personal, relevant experiences, but fundraisers are stretched thin. – New Virtuous product updates and capabilities focus on helping teams connect personally with more donors. – Automation and AI reduce manual work so fundraisers can focus on relationships. – These updates make responsive, human-centered fundraising easier to scale. |
Giving is personal. People give because something matters to them, and they want to feel connected to the impact they make.
For too long, fundraising technology has pushed mass communication and disconnected systems. That approach no longer fits how people give today.
In our latest Virtuous Product Pulse webinar with Carly Berna (VP of Marketing), Jason VanLue (VP of Product), and Tim Choate (VP of Engineering), we shared how the Virtuous platform is evolving to meet the fundraising world of today. The conversation centered on 5 new Virtuous capabilities designed to help fundraising teams:
- Connect personally with donors at scale
- Save time by removing menial work
What follows is a closer look at those 5 capabilities and how they support more responsive, human-centered fundraising.
Thanks for reading, and if you’d like to catch the webinar instead, click “play” on the video below.
3 New Virtuous Capabilities to Connect Personally With Donors (and Deepen Relationships)
Donors want to feel known. Fundraisers want to respond personally. But portfolios are large, time is limited, and manual processes make true relationship-building feel out of reach.
These first 3 new Virtuous capabilities make personal fundraising practical again.
Capability 1: Triple Major Gift Officer (MGO) Capacity
Virtuous Momentum, our AI-powered fundraising assistant, is designed to remove the friction that quietly limits how many relationships a gift officer can manage well.
Momentum blends proven workflows with new AI-powered capabilities to expand capacity without sacrificing care.
Virtuous Momentum: Automated Research
Momentum connects directly to your CRM (whether Virtuous CRM+ or another system) and continuously monitors donor context in the background.
This includes:
- Wealth and capacity signals
- Relevant news and public indicators
- Changes that may signal readiness for engagement
What this changes:
- Research becomes ambient instead of episodic
- Gift officers start conversations informed, not catching up
- Donor context stays current without extra manual effort
Virtuous Momentum: One-Click Cultivation Plans (NEW)
Momentum now generates complete cultivation plans in seconds.
Using existing data and behavioral signals, Momentum produces:
- Suggested outreach cadence
- Draft emails and talking points
- Clear sequencing of next steps
AI drafts the plan. Humans review, refine, and approve.
What this changes:
- Thoughtful planning becomes scalable
- MGOs stop choosing between depth and reach
- Strategy becomes consistent without becoming rigid
Virtuous Momentum: Visual Portfolio Management (NEW)
Momentum now includes a visual calendar-based portfolio view that shows all donor touchpoints in one place.
This view highlights:
- Past and upcoming outreach
- Planned engagement across weeks and months
- Gaps where relationships may be cooling
What this changes:
- Cultivation windows become visible
- No donor quietly slips through the cracks
- Portfolios of 150 or more relationships feel manageable
Virtuous Momentum: Personalized Outreach
Momentum brings prioritization and execution together in a single daily workflow.
Each day, gift officers open Momentum to a prioritized inbox showing the most important actions to take next.
For each donor, Momentum provides:
- Context-aware recommendations
- AI-drafted emails written in your voice
- Clear next steps based on urgency and potential
Virtuous customers using Virtuous Momentum have seen:
- 66% increase in major gift size
- 400% increase in midlevel portfolio capacity
- 3x donor outreach without burnout
We’re excited about these product updates that will make this fundraising product even more powerful.
Capability 2: Personalize for 100% of Your Donors
Personal fundraising should not stop at the major gift level. Updates in Virtuous Raise and Virtuous CRM+ combine flexibility with automation, extending personalization to every donor — not just those assigned to portfolios
Virtuous Raise: AI-Powered Language Translation (NEW)
Virtuous Raise now includes automatic AI-powered language translation, supporting more than 100 languages.
Translation is handled automatically based on:
- Browser settings
- Locale detection
- Device-level signals
No duplicate pages. No manual workflows.
What this changes:
- More donors feel seen immediately
- Language stops being a barrier to generosity
- Teams expand reach without added complexity
Virtuous Raise: Smarter Gift Arrays for Known and Unknown Donors (NEW)
Virtuous has long supported responsive gift arrays for known donors.
The next evolution extends personalization to anonymous and first-time donors.
Virtuous Raise now factors in:
- Real-time browser and device metadata
- Location-based signals
These inputs help tailor ask amounts even when donor history is unavailable.
What this changes:
- Every donor receives a thoughtful ask
- Giving experiences adapt without assumptions
- Conversion improves without pressure
Virtuous Raise: Dynamic Raise Widgets (NEW)
Virtuous Raise is introducing dynamic widgets that can be embedded across your digital ecosystem.
These widgets include:
- Giving buttons and mini-forms
- Project cards tied to outcomes
- Progress indicators and CTAs
They are fully customizable and easy to deploy.
What this changes:
- Engagement happens in context
- Donors connect action to interest
- Personalization extends beyond the giving form
Capability 3: Unified Intelligence
Personalization and efficiency only work when data is trustworthy and connected.
Unified intelligence brings together CRM+, Insights, Analytics, and Momentum into a coherent system.
Virtuous Insights: Expanded Donor Insights (NEW)
Virtuous Insights now includes enhanced wealth and real estate data.
This includes:
- Primary and secondary property ownership
- Estimated value and equity
- Direct links for deeper validation
This added context supports faster, more confident prospect research.
What this changes:
- Research depth increases without added effort
- MGOs move faster with better context
- Outreach aligns more closely with capacity
Virtuous CRM+: Pass-Through Giving and Multi-Contact Gifts (NEW)
Virtuous CRM+ now supports multiple contacts on a single gift, including pass-through giving.
Teams can:
- Credit multiple donors accurately
- Acknowledge each contributor appropriately
Bulk and individual acknowledgment workflows ensure every participant in generosity is recognized.
What this changes:
- Complex giving is handled with clarity
- Recognition matches reality
- Stewardship improves without manual work
2 New Virtuous Capabilities to Save Time: Go From Menial Work to Meaningful Work
When systems are slow or manual, they quietly pull fundraisers away from donors.
So, let’s cover 2 new Virtuous capabilities that give teams their time back without sacrificing quality or control.
Capability 4: Reduce Manual Processing
Manual processing creates hidden bottlenecks across fundraising teams. Gifts wait to be imported. Receipts wait to be sent. Follow-ups wait for someone to remember them.
Virtuous CRM+ reduces that drag by automating the work that traditionally required a heavy human touch.
Virtuous CRM+: AI-Powered Auto-Imports (NEW)
Virtuous CRM+ now uses AI-powered matching to improve how imported records are processed.
Instead of reviewing every gift or contact, teams can:
- Allow CRM+ to automatically match clear records
- Review only uncertain matches
What this changes:
- Hours saved each week
- Fewer import backlogs
- Faster access to usable data
Virtuous CRM+: Automated Workflows from Gift to Follow-Up
Imports are only the first step. What happens next is where even more time is often lost.
Virtuous CRM+ automation allows teams to connect the entire workflow:
Gift received → receipt sent → thank-you triggered → task assigned → follow-up completed.
Workflows areconfigured once and then run continuously.
What this changes:
- Fewer dropped follow-ups
- Less manual task management
Capability 5: Speed Everything Else
Once manual processing is reduced, the next opportunity is speed. Learning faster, and optimizing in real-time without increased overhead.
Virtuous Raise: A/B Testing (NEW)
Virtuous Raise will soon support native A/B testing on giving forms and pages.
Teams can:
- Test two versions of a form or page
- Measure performance automatically
- Promote the winning version without extra setup
All testing happens directly inside Raise.
What this changes:
- Faster learning cycles
- Better-performing donor experiences
- Less guesswork in optimization
Virtuous Analytics: Real-Time Analytics Improvements (NEW)
Virtuous Analytics now supports more frequent and consistent data syncing.
This allows teams to:
- See results from current campaigns sooner
- Adjust based on today’s performance
- Share reports with greater confidence
What this changes:
- Decisions based on today’s data
- Less time reconciling reports
- Faster response to performance signals
Virtuous Raise: Best Practice Templates
Speed also comes from not starting over every time.
Virtuous Raise includes best practice templates that teams can use as a starting point for forms and pages.
These templates:
- Reduce setup time
- Allow teams to move faster without rebuilding from scratch
What this changes:
- Faster launches
- Fewer decisions to debate
- More time spent refining instead of rebuilding
Relationships Come First
Fundraising works best when relationships come first. The best technology doesn’t replace human connection; it protects and enhances it.
The 5 new Virtuous capabilities outlined here are designed to do exactly that.
Virtuous helps teams:
- Build deeper relationships without expanding headcount
- Extend personalization to every donor, not just a few
- Trust their data and act with confidence
- Reclaim time for meaningful, mission-driven work
If you are evaluating fundraising platforms, these updates offer a clear picture of how Virtuous supports personal, responsive fundraising at scale.
Donors deserve to feel known. Fundraisers deserve tools that make that possible. That’s what we’re building toward.
→ Schedule a demo now to see these product updates and more in action.
FAQs
What role does Virtuous Momentum play in personal major gift fundraising?
Virtuous Momentum supports personal major gift fundraising by organizing donor context, outreach, and planning into a single daily workflow, powered by AI. It monitors engagement and capacity signals and surfaces that information so gift officers can approach conversations informed and prepared rather than catching up.
Why does Virtuous Momentum allow gift officers to manage larger portfolios?
Momentum reduces the friction that limits portfolio size by combining automated research, visual portfolio management, and structured planning. Calendar-based views show past and upcoming touchpoints, while engagement gaps become visible, helping gift officers manage large portfolios with intention.
What does cultivation planning look like inside Virtuous Momentum?
Momentum generates cultivation plans using existing donor data and behavioral signals. These plans include suggested outreach cadence, drafted emails and talking points, and sequenced next steps. AI drafts the plan, and gift officers review, refine, and approve it before execution.
How are giving experiences personalized inside Virtuous Raise?
Virtuous Raise personalizes giving experiences using language and contextual signals. Giving pages automatically translate based on browser and locale preferences, supporting more than 100 languages. Gift arrays also adapt for both known and unknown donors using real-time device and location metadata.
Where do Dynamic Raise widgets fit into donor engagement?
Dynamic Raise widgets allow organizations to embed giving buttons, mini-forms, project cards, and progress indicators across their digital ecosystem. These widgets support engagement in context and help connect donor action to specific projects and outcomes.
What insights are available through Virtuous Insights?
Virtuous Insights includes expanded wealth and real estate data such as primary and secondary property ownership, estimated value, and equity. These insights support faster prospect research and help align outreach more closely with donor capacity.
How does Virtuous CRM+ support complex giving scenarios?
Virtuous CRM+ supports pass-through giving and multi-contact gifts, allowing multiple contacts to be associated with a single gift. This enables accurate crediting and appropriate acknowledgment through both bulk and individual workflows.
What reduces manual gift processing inside Virtuous CRM+?
Virtuous CRM+ uses AI-powered matching to automatically process clear imports and flag uncertain records for review. Automation then carries gifts through workflows that include receipts, acknowledgments, task assignment, and follow-up.
Where does testing and optimization happen in Virtuous Raise?
Virtuous Raise includes native A/B testing for giving forms and pages. Teams can test variations, measure performance, and promote winning versions directly within Raise. Best practice templates also help reduce setup time for forms and pages.
Why is Virtuous Analytics important for timely decision-making?
Virtuous Analytics supports more frequent and consistent data syncing. This allows teams to see campaign results sooner, adjust based on current performance, and spend less time reconciling reports.
