Max™ & Frank™ AI Agents — IT and Legal FAQ
Overview:
The following Frequently Asked Questions (FAQ) are intended for IT and legal
professionals at organizations considering the use of Planned Giving Interactive, LLC’s
AI tools. Max™ and Frank™ are AI-powered agents designed as charitable planning
educational tools that live on planned giving websites. Max™ assists donors with general
estate planning and gift planning questions in plain language. Frank™ supports
professional advisors (e.g., tax attorneys, CFPs, trust officers) with planned giving
technical content.