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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