August 7, 2015
Indian Trail, NC—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.
“No matter how much you know about planned giving, we have high-level material you can learn from us that will make big increases in your technical knowledge, your practice development and your personal satisfaction,” explained EzCharitable Co-Founder, Lee Hoffman. “It is valuable information that you won’t find anywhere else.”
Attendees will learn how to avoid the biggest mistakes that most advisors make recommending certain charitable trusts that cost clients hundreds of thousands of dollars and more in unnecessary taxes. “We will introduce attendees to powerful, but little known techniques such as an IgnïtPlan™, Flexi-CRUT™ and a LEGA-C™ Planned Gift,” said Hoffman’s co-presenter and business partner, Randy Fox. “These are techniques not one out of a thousand planned giving advisors know about or use that can help their clients and charities in amazing that no one’s ever explained to them. We will also show advisors how to garner an 80 percent deduction, plus an income for life for certain trust techniques that fly below the radar of most advisors,” Fox added.
Registration information here
About the Presenters
Lee Hoffman, 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. Hoffman’s entire 36 years in planned giving and charitable planning has been focused on developing and providing advisors and charities with the tools they need to be more successful; charitable planning software, training thousands of advisors, and how to communicate the benefits of using the charitable tax law to help society and their client’s families. To help them raise more money, make more money, and increase their satisfaction in their respective occupations.
Randy Fox, a third-generation entrepreneur, is the co-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. Fox’s entire career in planned giving has been focused on educating advisors and others in the four main areas of planned giving and assisting advisors with estate, financial and charitable case development, presentation and closure critical to their success. With over 500 charitable cases under his belt and over $500,000,000+ in gifts completed, Fox understands the process
About EZ Charitable
EzCharitable, LLC, is an independent online training and advisor consultancy dedicated to increasing the success of advisors in working with their clients and their family philanthropy. EzCharitable’s mission is to educate and inform every professional advisor and nonprofit professional who wants to increase their knowledge of all aspects of planned giving including:
• The client engagement and conversation;
• The technical and tax aspects of gift methods;
• The recognition of the opportunities to present planned giving.
“We desire to improve confidence, competence and collaboration among all professions,” explains EZ Charitable Co-Founder, Lee Hoffman. “Our ultimate goal is to improve the experience for the donor/client and for the advisors that serve them and thus benefit and affect positive change for society now and for future generations.”