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Professional Advisors

Meet Frank

Charitable Giving AI Companion

Frank is an AI-powered research assistant for attorneys, CPAs, financial advisors, and planned giving professionals to help evaluate charitable giving options for their clients, today and in the future. Built on authoritative tax and estate planning sources, Frank provides citation-backed technical analysis, document review, and drafting support for complex charitable and estate planning strategies—all within a secure, confidential environment.

Professional Advisors

Meet Frank

Charitable Giving AI Companion

Frank for Advisors is a closed AI system. Its responses are generated using a curated knowledge base and training materials that include the U.S. Internal Revenue Code, Treasury Regulations and IRS Rulings. See all sources. Find additional information about how Community Foundation Tampa Bay supports professional advisors and their clients.
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