Want the knowledge of an entire gift planning team at your fingertips within seconds?
Whether you’re starting, growing, or expanding a planned giving program, joining PGI membership™ provides a pathway to success and offers a multitude of planned giving applications to assist any-sized planned giving team to reach new heights benefiting you and your organization in 3 different ways:
1
Gift Planner’s Workstation™
2
Max™
3
Frank™ for Advisors
Meet Frank™ – Your AI Research Copilot Inside Gift Planner’s Workstation™
With your membership to the Gift Planner’s Workstation™ you have access to the knowledge of an entire gift planning team at your fingertips.
Prepare for your next meeting with donor-ready documents and proposals of various types. You’ll find our calculators here all in one easy-to-use membership!
Frank™ assists Workstation™ members to navigate, review, and broaden their knowledge in a complete and timely manner at any complexity level. It provides a solution for even the most infrequent charitable giving-related questions.
PGI GPW Quick Overview VideoMeet Frank™ for Advisors
Frank™ for Advisors strengthens the community advisor page on your website. A ‘lite’ version of Frank™ from the Gift Planner’s Workstation™ offering the same expert knowledge base, without login credentials required. Advisors can access Frank™ for Advisors while researching complex gift options and scenarios- each providing recommended instructions as well as backed by the current rulings and state/federal regulations. Read more on Frank™ for Advisors here…
Meet Max™ –
Max™ is your website’s conversational expert AI companion who is there to assist your users in navigating the complexities of estate and charitable planning. Max™ offers tailored information, ensuring the user’s estate and charitable planning decisions align with their goals and values. Without compromising their privacy, Max™ will start the conversation by asking a few questions in order to provide the user more curated information that will be most helpful to them. Read more on Max™ here…
What Members Are Saying
