More than Just Words: Leveraging AI for Research, Calculations & Illustrations in Advanced Charitable Planning

Businessman typing on laptop computer keyboard at desk in office.

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 in complex charitable planning scenarios. Frank™, PGI’s planned giving co-pilot, will be featured in three case-based demos showing how prompts can drive:

- Technical research (CRTs, CLTs, foundations)
- Real-time calculations (payout rates, tax savings, cash flow)
- Donor-ready visual illustrations and polished meeting follow-up letters

Special Guest: Caleb Knepper, Director of Development, Gift Planning for the University of Florida will walk through how he uses Frank™ and the Gift Planner’s Workstation in his daily workflow—bringing donor concepts to life with visual clarity and speed.

Please join Bryan Clontz, Ph.D., CFP®, AEP®, CAP®, Paul Caspersen, CFP®, MS, AEP®, and ​​​ Caleb Knepper, Director of Development, Gift Planning for the University of Florida on the webinar below.

Q & A From Webinar

Past Free Webinar Recordings (www.charitablesolutionsllc.com/webinars)

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