Posts Tagged ‘artificial intelligence in gift planning’

This webinar will literally be the 5-Step recipe to help every charity raise more noncash gifts.  Many charities are making noncash gifts WAY too complicated, WAY too drawn out and with WAY too many people involved.  And then, when they are finally ready to be ready, a key staff person/volunteer leaves and then the process…

Donations of interests in private equity, venture capital, and hedge funds come from sophisticated, motivated donors–but often not ones with significant planned giving experience. For the charity, these assets are far less liquid than cash or marketable securities, and often even more complex than traditional private stock donations. Despite that disconnect, these gifts can be…

Everyone waits until the last minute – that is human nature.  The wave of gifts is happening NOW, but this is when many charitable staff want to take vacations and do holiday shopping.  We don’t know what vacations are, and the only gifts we are focused on right now are charitable ones… our 30-person team works until…

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…