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Gift Planner's
Workstation™
Workstation™
Ideal for individual gift planners wanting to dive deep into research with the ability to draft and calculate gifts of any complexity level
$499
$499
per year ($49/month)
Annual & Monthly Plans
Updated monthly
Private letter & Revenue rulings
Code & Regulations
23 chapters and 250+ subchapters on all gift planning topics
Frank™ Research Copilot trained solely within the Workstation
Private letter & Revenue rulings
Code & Regulations
23 chapters and 250+ subchapters on all gift planning topics
Frank™ Research Copilot trained solely within the Workstation
offering research citations
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
Updated monthly
Private letter & Revenue rulings
Code & Regulations
Frank™ Lite
Ideal for charities to offer an additional resource for their Advisor Resources section of their website.
$999
$999
per year
Annual Plan
Updated monthly
Private letter & Revenue rulings
Code & Regulations
23 chapters and 250+ subchapters on all gift planning topics
Frank™ Research Copilot trained solely within the Workstation
Private letter & Revenue rulings
Code & Regulations
23 chapters and 250+ subchapters on all gift planning topics
Frank™ Research Copilot trained solely within the Workstation
Digital
Business Bundle
Business Bundle
Ideal for charities who want BOTH Max™ for donor education and Frank™ Lite for an Advisor Resource on their site.
$1499
$1499
per year
Annual Plan
Features of BOTH
Max™ and Frank™ Lite
Reduction in price when bundling!
Max™ and Frank™ Lite
Reduction in price when bundling!
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