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AI-Powered Philanthropy: How Advisors Can Add Charitable Planning

Blue Thomas Daffodil

Track

Format

Speakers

NameBlue Thomas
TitleCofounder & Co-CEO
OrganizationDaffodil

NameAdvisor Customer 1 - (still working it out between our early adopter pool)

Description

87% of advised clients want philanthropic planning from their advisor. Only 6% receive it. This session shows how AI can be used to close that gap and make it possible for mid-market and boutique advisors to offer rigorous charitable planning without dedicated philanthropic staff. We will walk through a practical blueprint: starting with values-based client discovery (standard in impact investing), then using agentic AI research systems that draw from public filings, Candid, Charity Navigator, and proprietary impact data to screen, evaluate, and deliver strategic giving plans to clients. Attendees will leave with a replicable framework for adding philanthropic advising to their practice using tools available now.

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