Frank™ for Advisors is an innovative generative AI tool designed to assist advisors with questions about complex planned giving and estate planning concepts. 

Frank™ is trained on exclusive, safe and reliable content specifically created and contained within the Gift Planner’s Workstation™, making the complex world of planned giving accessible and easy to navigate. 

Powered by AI, the knowledge base behind Frank™ includes federal and state regulations as well as expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field.

Frank™ for Advisors

Get started now: 

• Ask questions about complex planned giving concepts 
• Share your philanthropic and legacy planning goals and get customized suggestions Frank™ for Advisors is the UF Advisor Network’s trusted AI resource to explore ideas for making a meaningful philanthropic impact while accomplishing individual financial and estate planning goals.

Frank™ for Advisors is the UF Advisor Network’s trusted AI resource to explore ideas for making a meaningful philanthropic impact while accomplishing individual financial and estate planning goals.