Posts Tagged ‘Using AI for charitable gift planning’

Gift planners keep hope alive for one wealthy supporter whose mega-gift turns dreams into outcomes. Hope is never a strategy, but we know those gifts are out there. We’ve already seen two this year, one a $700 million CRUT and the other a $19M charitable gift annuity. You’ve probably guessed that these gifts weren’t funded…

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…

If I am on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.”  Then, 99% of the time, they ask “What type of weird things?” So this webinar will cover some of our most memorable projects so far this year (the good, the bad and the ugly).…

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…