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

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Artificial intelligence 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…

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High-Impact Advanced CGAs: Unlocking the Full Value of Your Donor’s Noncash Assets (with bonus Featured Guest Case Studies)

Charitable gift annuities are a tried-and-true option for donors who want to make a philanthropic impact and generate lifetime income. The myth is that CGAs tend to be small and provide simple solutions. This webinar will outline why this is not the case.  You can maximize both impact and income by bringing your creativity—along with…

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Crypto-Funded Charitable Remainder Trusts & Gift Annuities: Yes, You Can Do That!

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Interest in cryptocurrency gifts is growing rapidly—and not just for outright gifts. Donors and advisors are now exploring ways to use crypto to fund Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs), creating opportunities to convert appreciated digital assets into income streams while supporting charity. This webinar will begin with a brief overview of CRTs and CGAs—how they work,…

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The Who, Why and How of the Donor Advised Fund Sector

The history of DAFs is fascinating, especially given the continued growth of sponsoring organizations, funds, and their impact on charitable giving. All DAF professionals need to be familiar with the history of DAFs, the diverse types of DAF sponsors, and the primary factors driving donors to choose DAFs and DAF sponsors. They also need to…

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Smiling and Dialing:  The Not-So-Lost Art of Building Deeper Donor (and Client!) Connections When You Can’t Be Face-to-Face

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Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO – PG Partner as he shares insights from personally calling more than125 donors each week to thank, survey, and qualify them. Attendees will learn: How to implement actionable tips to generate more meaningful donor conversations that lead to…

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