• Randy Fox, Co-Founder of EZ Charitable, LLC will present and deconstruct pooled income funds (PIFs) at the American Tax Planning Institute on December 1st and 2nd, 2016 in Dallas, Texas. Mr. Fox will use real-world case studies as a backdrop to explaining advanced planning and philanthropic technique that are either unknown, or greatly misunderstood by most financial advisors.

  • EzCharitable, LLC, an independent online training and advisor consultancy announced today a comprehensive series of 33 training modules. “The video series is the most comprehensive charitable planning training program ever presented to the profession,” noted Lee Hoffman, EzCharitable President and Co-Founder. The modules, based on Hoffman’s and Co-Founder Randy Fox’s 70-plus years of combined experience in the estate planning and charitable giving fields, “empower advisors to do sophisticated charitable planning the right way.” In addition to extensive resources, instructions and real-world case studies, participating advisors receive three (3) sample multi-million dollar planned giving cases and a private 45-minute phone consultation with Mr. Hoffman or Mr. Fox.

  • Randy Fox, Co-Founder of EZ Charitable, LLC and estate planning attorney, Jessica M. Wojtowicz, P.C. will present and deconstruct pooled income funds (PIFs) at the second annual International Association of Advisors in Philanthropy (Midwest Chapter) on January 21, 2016 in Chicago. Mr. Fox and Ms. Wojtowicz will also focus on the tax and financial benefits of PIFs, as well as which types of clients are good candidates for PIFs. Fox and Wojtowicz will also present case studies from their practices.

  • EzCharitable, LLC, an independent online software and training resource for professional advisors announced today that it will be offering a complimentary live webinar about planned giving secrets to the first 500 advisors who register. The live presentation, to be held August 13, 2015 at 2pm ET, is a cutting edge planned giving presentation intended for both the novice and the experienced planned giving professionals.

  • Lee Hoffman, CEO of the Planned Giving Design Center and Randy Fox, PGDC’s Editor-In-Chief, have co-founded EzCharitable, an online training and advisor consultancy, to increase the success of advisors in working with their clients and their family philanthropy. For years PGDC members have been asking for additional training and EzCharitable will meet that need.