Harnessing the Practical Power of Generative AI in Gift Planning: 2024 Updates and New Tools

Asian woman studying a computer screen which is producing lines of AI generated text. A ChatBot similar to A.I.You can't even go on a yoga retreat these days without hearing about AI!!!

Join Bryan and Paul for the first of two webinars in 2024 as we provide updates from our April 2023 session, "Revolutionizing Gift Planning with Chat GPT and Other Technologies."

This July, we will explore significant advancements in Gift Planning Artificial Intelligence and introduce new tools such as "Max 1.0™" and "Frank" that enhance donor engagement and streamline gift planning research.

Gain insights into the workings of Generative A.I. with expert Bill Cava, learn about other useful A.I. tools like Chat GPT-4 and MS Co-Pilot, and discuss the ethical use of A.I. with a focus on data protection and compliance.  This session is designed to keep you at the forefront of technology in gift planning.  Whether you're a gift planner, nonprofit executive, or professional advisor, this webinar offers practical strategies to leverage A.I. effectively.  Join us to stay ahead in the rapidly evolving landscape of gift planning.

Attendees will learn:

  • What’s Changed in A.I. Since April 2023
  • How Generative A.I. Works
  • Demo of New A.I. Gift Planning Tools: "Max 1.0™" and "Frank"
  • Using Other A.I. Tools
  • Ethical Use of A.I., Data Protection, and Compliance

Please join Bryan Clontz, Ph.D., CFP®, AEP®, CAP®, Paul Caspersen, CFP®, MS, AEP®, and ​​Bill Cava: AI Expert, Lead Engineer & Founder at Generative Labs on July 16th and 18th by registering here: