Planned Giving Interactive: AI Solutions

Access the Knowledge of a Team of Gift Planners

Developed in partnership with Charitable Solutions, Planned Giving Interactive delivers advanced AI technology for philanthropy.
Our suite of tools includes:

• Frank™ — the advisor’s expert research assistant for complex gifts
• Max™ — the donor-facing AI that engages prospects on your website
• The Workstation™ — a powerful platform for research, calculations, and document drafting

We also help organizations design and deploy custom enterprise AI solutions that safely integrate with their own planned giving data and workflows.