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DTSTART:20241205T170000Z
DTEND:20241205T180000Z
LOCATION:Virtual
UID:2700620241205T170000ZAEP® and EPLS Forum
AI and Its Influence on Charitable Planning & Philanthropy
DTSTAMP:20260609T230422Z
DESCRIPTION:\nThis event takes places from 12:00 pm ET - 1:00 pm ET.\nActive Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.\n \n\nAbout the Forum\n Join us for this live Zoom event to explore the innovative ways in which AI (artificial intelligence) and other advanced technologies can be leveraged to enhance gift planning. Some of the key topics to be coverd include:\n Introduction to the practical applications of AI and other technologies in gift planning Various planned giving research tools available today The 5-step process for analyzing a charitable gift and using various tools to conduct your research Best practices for integrating AI and other technologies into your technical planned giving research Case studies showing successful implementation of AI and other technologies in gift planning Insights on how to navigate the evolving landscape of gift planning in the age of AI \nAttendees will be provided with a PowerPoint presentation and program outline.\n \nAbout our Presenters\n \n\n \nBryan Clontz, Ph.D., CFP®, CAP®, AEP® (Distinguished), is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates - a community foundation consulting firm in Tucson, Arizona. Bryan has given more than 2,000 presentations on charitable gift planning and community foundation topics and has authored a book titled Charitable Gifts of Noncash Assets, a planned giving manual titled Just Add Water, and many articles in financial services and planned giving journals. He has been quoted by the Wall Street Journal, New York Times, Kiplinger's Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes. \n \n \n \n\n \nPaul Caspersen, CFP®, AEP®, MS, is President of Planned Giving Interactive, LLC, which he founded in 2020 and includes a network of planned giving consultants and other specialists who contract with PGI to serve their clients with a range of consulting services, software applications, and other tools. PGI provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software and consulting tools to automate donor compliance-related documents. Paul brings complex financial thinking to the charitable planning field with 25 years of financial, estate, and charitable planning experience. Between 2012 and 2022, Paul served as Assistant Vice President and Senior Philanthropic Advisor at the University of Florida where his gift planning team closed $1.25 billion (of the campaign's $4 billion total) in deferred gifts and outright gifts of complex assets. Paul also serves as a national board member of the NAEPC and is a member of the North Central Florida Estate Planning Council. \n \nContinuing Education Credit\n âAttending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.\n \nA recording of this session will be available following the program in the private AEP® Portal.\n
SUMMARY:AEP® and EPLS Forum
AI and Its Influence on Charitable Planning & Philanthropy - Council / Member Registration Website
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