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Philanthropy Strategies that Achieve Your Clients’ Goals
Your clients rely on you for sound advice and trust you to offer the best options for their personal or professional needs. Our straightforward, flexible solutions are available to you when "taxable moments" happen in your clients' lives or when charitable conversations arise.
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Meet Frank
Charitable Giving AI Companion
Frank is an AI-powered research assistant for attorneys, CPAs, financial advisors, and planned giving professionals to help evaluate charitable giving options for their clients, today and in the future. Built on authoritative tax and estate planning sources, Frank provides citation-backed technical analysis, document review, and drafting support for complex charitable and estate planning strategies—all within a secure, confidential environment.