Introducing Max™ and Frank™ 

The First AI Agents Built for Planned Giving Professionals

Planned Giving Interactive (PGI) and Planned Giving Marketing (PGM) are proud to announce a new strategic partnership bringing advanced artificial intelligence to planned giving professionals nationwide.

Through this collaboration, our clients will be able to gain exclusive access to Max™ and Frank™ — the first AI agents ever trained specifically on planned giving educational materials developed by the industry’s foremost experts, alongside verified IRS tax code sources.

What is Max™?

A confident older woman with gray bobbed hair, smiling and wearing a pinstripe blazer against a white background.

Supercharge your website with a trusted Planned Giving & Estate Planning AI companion

 Max™ is your website’s conversational expert AI companion who is there to assist your donors in navigating the complexities of estate and charitable planning. Max™ offers tailored information, ensuring the donors estate and charitable planning decisions align with their goals and values. Without compromising their privacy, Max™ will start the conversation by asking a few questions in order to provide the donor more curated information that will be most helpful to them.

What is Frank™?

Portrait of a middle-aged man with glasses, a gray beard, and short dark hair, wearing a suit and tie.

Enhanced Advisor Resources with a trusted Planned Giving & Estate Planning AI research copilot

Frank™ from the Gift Planner’s Workstation™ offers an expert knowledge base, allowing members to navigate, review, and broaden their knowledge in a complete and timely manner at any complexity level. It provides a solution for even the most infrequent charitable giving-related questions.

Interested in learning more? Contact us today!

Schedule A Call

These groundbreaking AI agents are designed to enhance donor engagement, professional training, and organizational efficiency by providing instant, reliable answers to complex planned giving questions.

“Our partnership with PGM brings PGI’s cutting-edge planned giving intelligence directly to those serving donors every day. Max and Frank represent more than just AI — they’re a bridge between trusted human expertise and actionable technology.”

Paul Caserpsen

President of Planned Giving Interactive

“By integrating PGI’s AI solutions into our websites, we’re giving our clients and their donors an entirely new way to learn, connect, and grow their planned giving programs.”

Jeff Stein

President

Together, PGI and PGM are redefining what’s possible in planned giving communications and donor education. With Max™ and Frank™, nonprofit organizations can now provide intelligent, personalized, and compliant information to donors — all within their PGMicrosite experience.

FrankTM or MaxTM

Which is right for you?

Max™

A confident older woman with gray bobbed hair, smiling and wearing a pinstripe blazer against a white background.

Who?

Donors
Z

What?

Donor Friendly Responsible & Secure AI Companion

Where

Charity Website for Donor Engagement

Frank™

Portrait of a middle-aged man with glasses, a gray beard, and short dark hair, wearing a suit and tie.

Who?

Individual Gift Planner / Financial Advisor
Z

What?

Research Copilot

Where

Gift Planner’s Workstation™ or Charity’s website for Advisor Engagement

Interested in learning more? Contact us today!

Schedule A Call

About Planned Giving Interactive (PGI):

Planned Giving Interactive is a technology and education company specializing in interactive, expert-led software solutions that simplify complex planned giving concepts and IRS regulations for fundraisers, advisors, and donors alike.