Our mission is to educate and inform every professional advisor and nonprofit professional who wants to learn, in all aspects of the field of planned giving. This includes:

  1. The client engagement and conversation;
  2. The technical and tax aspects of gift methods;
  3. The recognition of the opportunities to present planned giving.

We desire to improve confidence, competence and collaborativity among all professions. Our ultimate goal is to improve the experience for the donor/client and for the advisors that serve them and thus benefit and effect positive change for society now and for future generations.

We Thrive On Challenging Projects That Produce Bigger Rewards.

The Right Tools. The Right Solution.

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Professional Training

Transform your practice by mastering powerful charitable & estate planning techniques.

Transform Your Practice

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Powerful Software

Our intuitive options allow you to quickly and easily customize your web site.

Interfaces Matter

Options are useless without a clear understanding of what they do. We include intuitive, easy to use options.

Case Consulting

No matter what screen size or device, rest assure your content will look amazing.

Looks Amazing

Your content matters most, and needs to be accessible anywhere, anytime. This happens with our framework.

Meet Your New Best Friends, Our Gurus.

Lee Hoffman
Lee HoffmanCo-Founder
Lee is the President/CEO of Planned Giving Design Center, LLC and the co-founder of EzCharitable, LLC. Known for his innovation in planned giving and thinking outside the box, Lee’s business history since 1979 has been in a straight line to one objective. That objective has been to further the planned giving process for the creation of more planned gifts that benefit society.
Charitable Planning
Estate Planning
Randy Fox
Randy FoxCo-Founder
A third-generation entrepreneur, Randy is a founder of EzCharitable, LLC. He is also currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.
Estate Planning
Charitable Planning

We’re Here To Help Your Business Blast Off!

Through Creative Ideas, Innovation & Sheer Determination

Let’s Get Started!