Your responsible & secure AI companion for Planned Giving and Estate Planning
Type your question above to start your conversation with Max™
Type your question above to start your conversation with Max™
What is Max™
arrow_drop_down_circle
Divider Text
Max™ is an innovative generative AI tool designed to assist planned giving professionals in engaging and educating 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™?
arrow_drop_down_circle
Divider Text
Security
Security
arrow_drop_down_circle
Divider Text
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
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.
PGI
AI Data Privacy
AI Data Privacy
Your data stays yours. Neither PGI, nor our AI vendors, train LLMs on our customers’ data. Furthermore, PGI has agreements with our vendors providing clear guidelines on how they handle and process user data, to ensure that sensitive user data is handled responsibly, securely, and in compliance with legal requirements. PGI may ask for user feedback from time to time to improve our solutions.
Responses
Responses
arrow_drop_down_circle
Divider Text
Personalized
Donor Education
Donor Education
Customers expect personalized experiences when interacting with organizations, Max™ offers individualized education to donors. Answering complex questions about planned giving, helping donors feel more informed and confident in their decision-making.
Emphasizes 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.
Max™ helps turn curiosity into action, increasing planned gift lead generation.
Max™ helps turn curiosity into action, increasing planned gift lead generation.
Efficient &
Scalable
Scalable
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.
Max™ can handle numerous donor inquiries at once, scaling your outreach without increasing staff workload, leading to more conversations with less operational overhead.
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:
insert_link
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.
Chat Bobble
Chat Bobble
Add a chat widget in the bottom right corner
of your site pages
As shown on the side of this page.
of your site pages
As shown on the side of this page.
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.
Pricing
Pricing
arrow_drop_down_circle
Divider Text
Max™
Max™
Ideal for charities who want to offer an estate planning or planned giving virtual specialist to their site to assists donors in learning charitable giving strategies.
$999
$999
per year
Annual Plan
- Conversational AI Companion in contained environment
- Updated monthly
- Private letter & Revenue rulings
- Code & Regulations
Digital
Business Bundle
Digital
Business Bundle
Business Bundle
Ideal for charities who want BOTH Max™ for donor education and Frank™ for Advisors for an Advisor Resource on their site.
$1499
$1499
per year
Annual Plan
- Features of BOTH Max™ and Frank™ for Advisors
- Reduction in price when bundling!
© Planned Giving Interactive, LLC