Archive for October 2025
More than Just Words: Leveraging AI for Research, Calculations & Illustrations in Advanced Charitable Planning
AI is changing the way we work—but for gift planners and professional advisors, it has to be more than just words. Join Bryan Clontz and Paul Caspersen for a hands-on look at how AI is helping professionals do more with AI applications. This webinar will demonstrate how to use AI for research, calculations, illustrations and high-impact outputs…
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