Meet Frank™, Your Virtual Gift Planning Advisor
Frank™ is here to help you explore your charitable goals, legacy plans, and philanthropic vision — anytime, at your pace.
Whether you’re just starting your giving journey or refining your estate plans, Frank™ offers thoughtful guidance, answers to your questions, and personalized support – all in a friendly, conversational format.
To continue the conversation, please contact:
New AI Tool
Frank™ for Advisors
How to interact with Frank:
- Ask questions about charitable giving, legacy planning, or donor-advised funds
- Share your goals and get tailored suggestions
- Explore ideas for making a lasting impact through giving
- Start a conversation! Frank is always ready to listen and help
Powered by AI, the knowledge base behind Frank™ includes federal and state regulations, expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field. Frank is DJCF’s trusted digital companion for meaningful giving.