August 1, 2015

Indian Trail, NC—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.

“Recent studies have illustrated that high net-worth families want their advisors to assist them with their planned giving,” explained Hoffman. “The better-trained advisors we have in all aspects of planned giving and philanthropy, the more the advisor’s clients, charity and the advisors will benefit. It’s a ‘win-win-win’ and I’ve been saying that since 1979. The problem is that the percentage of advisors who are well trained has not increased to meet current demand. The mission of EzCharitable is to change this,” added Hoffman.

EzCharitable’s content architect, Randy Fox announced that EzCharitable will concentrate on four distinct categories of education:

1. Opening the philanthropic conversation with the advisor’s client,
2. Recognizing gift-making opportunities,
3. Understanding the technical aspects of planned giving,
4. Collaborating with other advisors

EzCharitable will be holding its first FREE online webinar for advisors on August 13th at 2PM EDT.

About the Founders

Lee Hoffman, is Co-founder of EzCharitable, LLC and President/CEO of Planned Giving Design Center, LLC. Known for his innovation in planned giving and thinking outside the box, Hoffman’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 million in gifts completed, Fox understands the process.

Contact

Lee Hoffman/Co-Founder
(704) 698-4063
lee.hoffman@ezcharitable.com

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