FAQs
FAQs
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Can I purchase more than one Gift Planner's Workstation™ membership for my team?
Absolutely!
It is best to contact us to set up your team's group membership and discuss our pricing options for large teams.
Contact Us.
It is best to contact us to set up your team's group membership and discuss our pricing options for large teams.
Contact Us.
Do you offer a free trial?
We do!
After your demo is completed, we will send you the link to a 7-Day Trial for the Gift Planner's Workstation™.
Schedule a Demo.
After your demo is completed, we will send you the link to a 7-Day Trial for the Gift Planner's Workstation™.
Schedule a Demo.
What if I want all 3 agents?
There is no better way to have the knowledge of an entire gift planning team than with all 3 agents. Max™, Frank™ for Advisors and the robust Frank™ in the Workstation.
Purchase Here.
Purchase Here.
Do you store my inquiries in your agents knowledge base?
No. All agent conversation data is deleted within 24 hours post chat and not saved in our systems.
Read Trust Center Policies Here.
Read Trust Center Policies Here.
Do you offer personalized team trainings for the Gift Planner's Workstation™?
Yes! Please reach out to info@estategiftplanning.com to discuss your team's training needs.
Contact Us.
Contact Us.
What if I change my mind?
We offer a monthly membership plan where you can sign up and cancel or upgrade to an annual plan at any time.
Purchase Here.
Purchase Here.
FAQs for AI Solutions: IT and Legal
FAQs for AI Solutions: IT and Legal
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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.
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.