GiftWizard™ Research

By Paul Caspersen

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.

Start using GiftWizard™ Research on your ChatGPT

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• "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?"

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