Your Responsible & Secure AI Companion for
Planned Giving and Estate Planning
Your Responsible & Secure AI Companion for
Planned Giving and Estate Planning
Planned Giving and Estate Planning
Meet Max™
Meet Max™
Introducing Max™:
Introducing Max™:
What is Max™?
What is Max™?
Max™ is an innovative generative AI tool designed to assist planned giving professionals in engaging donors with questions about planned giving and estate planning.
Max™ is trained on exclusive, safe and reliable content specifically created to enhance donor communication, making the complex world of planned giving accessible and easy to navigate.
The knowledge base behind Max™ includes federal and state regulations, expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field.
Max™ is trained on exclusive, safe and reliable content specifically created to enhance donor communication, making the complex world of planned giving accessible and easy to navigate.
The knowledge base behind Max™ includes federal and state regulations, expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field.
Why Choose Max™?
Why Choose Max™?
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Exclusive
Content
Exclusive
Content
Content
Responses from Max™ are based on high-quality, specialized content not available elsewhere, ensuring confidence in the information provided to donors. The knowledge base behind Max™ includes US federal and state regulations, expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field. With ongoing updates from industry experts, Max™ ensures that the information shared with donors is current and relevant to the latest trends and practices in planned giving and estate planning.
Secure &
Compliant
Secure &
Compliant
Compliant
Privacy is a key concern when it comes to adopting Max™, and it is designed to meet the highest standards of privacy and compliance. This commitment guarantees that donors can communicate securely with Max™. The user input does not become part of the data set.
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Max™ Emphasizes
Human-AI Collaboration
Max™ Emphasizes
Human-AI Collaboration
Human-AI Collaboration
After a brief dialogue with users, Max™ shares some insights and then suggests that the donor connect with the Planned Giving Specialist a the Organization to continue the discussion.
Streamlined
User Experience
Streamlined
User Experience
User Experience
Just as 85% of consumers expect a seamless experience across multiple channels, Max™ can be customized to be trained on your Organization's content to provide an even more personalized experience.*
Data-Driven
Results
Data-Driven
Results
Results
Research shows that AI tools improve conversion rates by up to 26%, and Max™ is no different. By educating donors on personalized information and guidance for planned giving and estate planning, Max™ helps turn curiosity into action, increasing planned gift lead generation.
Personalized
Donor Education
Personalized
Donor Education
Donor Education
Just as 56% of customers expect personalized experiences when interacting with Organizations, Max™ offers individualized guidance to donors. It answers complex questions about planned giving, helping donors feel more informed and confident in their decision-making.
* source: https://www.salesforce.com/resources/research-reports/state-of-the-connected-customer/
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Efficient
& Accessible
Efficient
& Accessible
& Accessible
Max™ is available 24/7, providing instant answers to donor inquiries about estate planning and charitable giving, ensuring that no question goes unanswered- contributing to faster donor decision-making and higher engagement.
Scaleable
& Cost Effective
Scaleable
& Cost Effective
& Cost Effective
Max™ can handle numerous donor inquiries at once, scaling your outreach without increasing staff workload, leading to more conversations with less operational overhead.
Max™ - Your Way
Max™ - Your Way
Experience the ways Max™ can live on your site:
Experience the ways Max™ can live on your site:
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Linked Access
Linked Access
Add a link to Max™ anywhere on your site as a button or within text on your site.
As shown below.
As shown below.
Live Chat
Live Chat
Add a chat widget in the bottom right corner
of your site pages
As shown on the side.
of your site pages
As shown on the side.
Embed into Site
Embed into Site
Our team works alongside you to create a personalized plan, tailored to your unique goals and needs.
As show above.
As show above.