September 1, 2016

Indian Trail, NC—Randy Fox, Co-Founder of EzCharitable, 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.

Fox is also the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. In 2015 Fox was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.

Randy has served as co-editor in chief of the CCH Journal of Practical Estate Planning, and has authored its regular “Money and Meaning” column. He has also been a contributing editor for Cutting Edge Current magazine, and contributing author for the book Giving: Philanthropy for Everyone. Randy’s articles and advice have appeared in Worth Magazine, Research Magazine, The Illinois State Bar Association’s Of Counsel, the Chicago Daily Law Bulletin, Law Firm Benefits, and The American Medical Association’s News.

About The American Tax Planning Institute

ATPI is a national organization for experts and those who wish to be experts in advanced tax planning. ATPI, trains and mentors top advisors around the country so that they can educate the general public.

About EzCharitable

EzCharitable, LLC, is an independent breakthrough online software and training resource for professional advisors who are committed to in increasing their ability to provide cutting edge planning giving solutions for their clients. EZCharitable’s 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 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 effect positive change for society now and for future generations.”


Lee Hoffman/Co-Founder
(704) 698-4063