Abstract: A data modeling and analytics platform augments and annotates content captured from a user's online interactions and other documents. The data modeling and analytics platform is performed within a machine learning and artificial intelligence-based processing environment that enables observability, explainability, and data analytics for dynamic information discovery over time within a user library that includes files representing the online interactions and documents containing information of user interest.

Abstract: A management system for managing, streamlining and automating the process of obtaining contributions for philanthropic entities (e.g., charities and other non-profit organizations), wherein user friendly Internet based processes are provided to (potential and actual) contributors that substantially eases the burden on such contributors in, e.g., contributing to such entities via planned giving or estate planning. For each of the philanthropic entities, the management system automates and facilitates the marketing and estate planning aspects for obtaining contributions in a manner that is consistent with the avowed beliefs and/or values of the entity, and that provides potential and actual contributors with contacts to professionals that also share the beliefs and/or values of the entity.

Abstract: PC Experience is a system and method for effectively presenting estate planning and charitable giving information to existing and potential donors of non-profit entity clients is provided. In accordance with the invention, a method and system for a user friendly, internet based estate planning and planned giving tool includes hosting a website, registering on the website, contacting third parties via e-mail messages generated from the website, hosting “webinars”—internet based seminars created to inform participants about various estate planning and charitable giving matters. The method further includes providing training, reports and customized marketing material to clients and providing an attorney network to clients' donors for a reduced fee.