GiftWizard™ Research
Planned Giving Research Research at your fingertips within seconds. Find research on any planned gift technique by any combination of asset type and charitable vehicle. If you encounter a new gift concept, chances are you’ll find a checklist for closing this gift from inception to realization.
- Ratings
- -
- Conversions
- 20+
- Author
- @Paul Caspersen
- Links
- Website
- Linkedinhttps://linkedin.com/in/paul-caspersen-0839804
- Share this GPT
- Welcome message
Features and Functions
- Knowledge file: This GPT Contains knowledge files.
- Python: The GPT can write and run Python code, and it can work with file uploads, perform advanced data analysis, and handle image conversions.
- Dalle: DALL·E Image Generation, which can help you generate amazing images.
- Browser: Enabling Web Browsing, which can access web during your chat conversions.
- File attachments: You can upload files to this GPT.
Conversion Starters
- "Could you describe the type of asset being donated? Is it a 'long' or 'short' term gain property, tangible, intangible, or real?" "Could you provide a bit more detail about this particular asset?"
- "Does the charity intend to use the asset directly, or is their plan to sell the asset immediately?"
- "What is the preferred method or gift vehicle for this donation? This could be a charitable remainder trust, donor advised fund, gift annuity, outright donation, charitable lead trust, etc."
- "What concerns, if any, do you think the donor or your client might have about making a significant charitable gift or setting up a charitable strategy?"
- "What kind of output are you looking for from this process? Would you prefer a technical analysis of the strategy, a summary for your client or donor, or a checklist of items to complete this gift?"
GiftWizard™ Research conversion historical statistics
GiftWizard™ Research showcase and sample chats
No sample chats found.
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