Planned Giving Interactive

Comprehensive Support for Your Existing or Future Planned Giving Program

Max is your website’s conversational expert AI companion who is there to assist your users in navigating the complexities of estate and charitable planning. Max offers tailored information, ensuring the user’s estate and charitable planning decisions align with their goals and values. Without compromising their privacy, Max will start the conversation by asking a few questions in order to provide the user more curated information that will be most helpful to them.

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Our Mission

Our organization provides charities with tools and resources to research complex gifts and automate donor compliance documents. Membership offers access to technical research, donor presentation, and document generation tools, as well as professional learning opportunities and a supportive community. The aim is to develop elite Planned Giving programs by assisting organizations in finding talent and optimizing budgets for planned gifts.

PGI | consulting™ has subject matter experts ready to take your planned giving program to the next level. Team training, program assessments, and gifts of non-cash assets are some of the most popular areas where our clients see the most impact.

PGI | membership™ offers a multitude of planned giving applications that can assist any sized planned giving team to reach new heights. With your membership to the Gift Planner’s Workstation™ you have access to the knowledge of an entire gift planning team at your fingertips.

Prepare for your next meeting with donor-ready documents and proposals of various types. You’ll find our calculators here along with a donor-friendly materials all in one easy-to-use membership!

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Meet Frank – Your AI Research Copilot!

Frank assists Workstation members to navigate, review, and broaden their knowledge in a complete and timely manner at any complexity level. It provides a solution for even the most infrequent charitable giving-related questions.

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Watch Gift Planner’s Workstation™ tutorials here.

PGI GPWS Quick Overview Video

Planned Giving Interactive’s blog, BlendedGifts.com is a place where you can find the industry’s latest topics covering new legislation, donor focused compliance related processes and insights on planned giving best practices for you and your team! Membership is free and you can sign up here.