GPTs WorksCreated at 7 months ago
Created by Paul Caspersen
GiftWizard™ Research
What is 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.
Capabilities of GiftWizard™ Research
Web Browsing
DALL·E Image Generation
Code Interpreter
Preview GiftWizard™ Research
Prompt Starters of GiftWizard™ Research
"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?"