How BBB Wise Giving Alliance Transformed Donor Search into Donor Advice


It’s 2:00 AM. A potential donor in London reads a heartbreaking story about a hurricane in Florida and decides, right then and there, to help. They visit your website, credit card in hand, looking for a trustworthy organization. But instead of a helpful guide, they find a static search bar. 

They type "hurricane," get a list of forty blue links, and feel overwhelmed.

The moment passes. The tab closes. The donation is lost.

This isn't a failure of intent; it's a failure of accessibility.

For over a century, the BBB Wise Giving Alliance (BBB WGA) has been the gold standard of trust, holding mountains of data on thousands of charities. But they faced a modern dilemma: having data isn’t the same as making it useful. 

To solve this, they turned to AI for Nonprofits not to write marketing copy, but to turn their static library of reports into an active, conversational librarian that never sleeps!

By partnering with Zigment, BBB WGA didn't just build a chatbot; they built a "Walled Garden" that solved the sector's biggest fear: trust.

Curious how your own data could be transformed into a 24/7 donor advisor? 

The "Sherlock Holmes" Problem

Bennett Weiner, the President & CEO of BBB Wise Giving Alliance, described a friction point that plagues almost every major institution. 

For decades, if a donor wanted to vet a charity, they had to play detective. They needed to know the exact name of the organization "spelled correctly" to pull up a report.

If a user wanted to know, "Who is doing good work for animal welfare in Chicago?" a traditional database would stare back blankly. It required the user to be an expert before they even started searching.

This "Sherlock Holmes" dynamic meant that smaller, high-performing charities often got buried simply because they didn't have famous names. 

The data was there, but the bridge to the donor was broken. The Alliance realized they needed a tool that could understand human intent, not just exact keyword matches.

The Challenge: Why "Zero Error" is Non-Negotiable

When we talk about AI for Nonprofits, the elephant in the room is always the same: hallucinations.

Art Taylor, President & CEO of AFP and former head of BBB WGA, recalls his early experiments with generic large language models. He asked a popular AI tool to write a bio for a colleague. 

The result? A "Frankenstein" profile that mixed facts from three different people into one convincing but completely false narrative.

For a retail brand, a wrong answer is annoying. For the BBB, whose entire product is Trust, a wrong answer is existential. 

They could not afford an AI that guessed. They needed the warmth of a conversation with the rigor of an auditor. 

The stakes were incredibly high! If the AI recommended a charity that hadn't been vetted, or misrepresented a financial report, it would undermine 100 years of reputation in seconds.

Worried about AI "going rogue" with your sensitive data? 

The Solution: Building the "Walled Garden"

To solve the trust paradox, Zigment and BBB WGA implemented a strict architectural safeguard known as the "Walled Garden."

Unlike standard chatbots that pull information from the messy, chaotic open internet, the "Ask Give" agent was confined strictly to the give.org ecosystem. It was trained to "read" only specific, approved assets:

  • Vetted Charity Reports
  • Official Financial Statements
  • Accredited Standards Documents
  • Executive Interviews

If a user asks a question and the answer isn't in the verified database, the AI doesn't improvise. It simply admits it doesn't know.

This boundary is what makes the system "incorruptible." It ensures that every output whether it's a summary of a CEO's salary or a breakdown of program expenses is 100% aligned with BBB standards.

From Search to Advisory: The "Hope for Ukraine" Effect

The transformation has been profound. By shifting from a "Search" model to an "Advisory" model, BBB WGA has democratized visibility for charities.

Ezra Vasquez D'Amico, Director of Digital Partnerships, noted the shift in user behavior. Now, a donor can simply type: "I want to help people in Ukraine. Who meets the standards?"

The AI instantly parses the intent and surfaces relevant, accredited organizations like Hope for Ukraine

It doesn't just dump a link; it summarizes why they are accredited and what they do. This moves the interaction from a transaction (finding a file) to a relationship (getting advice).

The impact on the sector is massive:

  • Cognitive Load Reduced: Donors don't need to be experts to give wisely.
  • Merit-Based Discovery: Small charities with great metrics get surfaced alongside the giants.
  • Immediate Action: The path from curiosity to contribution is shortened to seconds.

Think about the questions your donors are asking that your search bar can't answer

Implementation Insight: The Art of the Beta

Success didn't happen overnight. One of the most critical takeaways from the BBB WGA journey was the importance of a patient Beta Phase.

Art Taylor advised that testing isn't just about fixing code bugs; it's about tuning the tone.

 Does the AI sound objective? Is it empathetic without being emotional? Is it truly neutral? The team spent months refining the agent's voice to ensure it sounded like a "Wise Giver" authoritative, calm, and helpful.

Technology is fast, but trust is slow. By taking the time to "train the trainer," BBB WGA ensured that when they finally opened the doors to the public, the AI was ready to represent their century-old brand with dignity.

The Future of Trust is Conversational

The BBB Wise Giving Alliance case study proves that AI for Nonprofits isn't just about efficiency it's about relevance.

In a world of information overload, the organizations that win won't be the ones with the most data, but the ones that make their data the easiest to consume. "Ask Give" has transformed give.org from a static library into a dynamic consultant that empowers donors to do good, faster.

The office might be closed at 2:00 AM, but the mission never sleeps. And now, neither does the trust.

Ready to give your data a voice? 

Zigment

Zigment's agentic AI orchestrates customer journeys across industry verticals through autonomous, contextual, and omnichannel engagement at every stage of the funnel, meeting customers wherever they are.