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for PGI | membership™
Sign Up Here
for PGI | membership™
for PGI | membership™
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
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
- Updated monthly
- Conversational AI Companion in contained environment
- Private letter & Revenue rulings
- Code & Regulations
Frank™
for Advisors
for Advisors
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
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!
Interested in purchasing memberships for your whole team?
Click here to connect with us about specifics and learn about discounts.
Interested in purchasing memberships for your whole team?
Click here to connect with us about specifics and learn about discounts.
Click here to connect with us about specifics and learn about discounts.
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