Graduating Donors to Human Gift Officers

How to Graduate Donors to Human Gift Officers

This article explains how to graduate donors from the Virtual Engagement Officer (VEO) portfolio when they are ready for direct, human-led fundraising engagement.

When to Graduate a Donor

Donors are typically ready to graduate to a human gift officer when:

• They appear in the Data Return File as highly engaged
• The VEO submits a staff referral recommending human follow-up
• The donor requests to work with a human fundraiser

Regularly reviewing Data Return Files and staff referrals helps identify the right time for graduation.

Steps to Graduate a Donor

To graduate a donor from the VEO portfolio, complete the following steps:

1. Submit a Portfolio Management File

• Include the donor’s CRM ID
• Set the action to “Graduate”
• File must be in CSV format

• Use the following naming convention:

  version2_pm_MM.DD.YYYY.csv

Once received, Version2 will mark the donor as Graduated and remove them from future VEO outreach.

2. Submit an Updated Portfolio File

• Remove the graduated donor from your Portfolio File during your next file load

This ensures the donor is no longer considered part of the active VEO portfolio.

Giving Since Launch Reporting

After graduation:

• Continue including the donor’s giving in future Gifts Files

This allows Version2 to continue tracking the donor’s giving toward VEO Giving Since Launch, reflecting the full impact of VEO engagement over time.

Need Help?

If you have questions about graduating donors or managing portfolio files, please contact:

version2support@givzey.com