Discover How to Build Charitable Financial and Estate Planning Expertise in Your Practice in the Fastest, Easiest Way Possible

A client walks into your office and says, “I want to sell my commercial building and don’t want to pay the capital gains taxes on my appreciation.”

You say, “OK, no problem. We can do a 1031 exchange into another piece of property,” confident you’re giving him the best advice.

But you missed something. Something critical: Your client doesn’t want to manage a new piece of real estate. He really just wants to relax.

The truth is, a 1031 exchange is probably not his ideal choice. There are a variety of charitable techniques that would allow him to sell his property tax free, receive income, and most importantly, to achieve his primary goal: relaxation.

This kind of oversight can cost you clients, money, and referrals.

Your competitors know these techniques, and that makes you nervous. You know you need to learn charitable and estate planning, but it’s not that simple.

Becoming Proficient in Charitable Financial and Estate Planning is a Logistical Challenge

If you start searching Google for planned giving training, you’ll quickly realize that most of the training options out there are in-person training seminars.

Though effective, these types of events require you to schedule time off of work (which costs you money), and frequently require travel with all the related expenses… airfare, meals, hotel, etc.

There’s a lot to learn, too: Testamentary transfers, donor advised funds, gifts of life insurance, pooled income funds, charitable gift annuities, charitable remainder trusts, life estate agreements, tangible personal property, and private foundations.

Packing all of that into a few days forces you to “drink from the firehose,” consuming more information than they can retain in such a short timeframe.

We kept thinking, “There must be a better way for professional advisors to learn charitable financial and estate planning.”

Introducing the Practice Transformation Program

EzCharitable’s Practice Transformation Program is a comprehensive online video training course for professional advisors and non-profit fundraisers.

With 30+ videos totaling over 12 hours of training, you will learn everything you need to know to succeed with charitable financial and estate planning in 2016.

Rather than scheduling flights and hotels, taking costly time off of work, and leaving your family to go to a 3-day seminar, you just log in to our members’ area and study in the comfort of your own home or office. No expensive trips, and no time out of the office far from home.

Even better, unlike live training seminars you aren’t limited to 2 or 3 days to learn. Since the Practice Transformation Program is available online 24/7, you can learn at your own pace on whichever schedule works best for you. And, with easy access to the instructors via email, you can ask questions at any time.

Learn From the Best

Randy Fox
Randy FoxCo-Founder
Randy’s entire career in planned giving has been involved in educating advisors and others in the 4 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, Randy understands the process.
Lee Hoffman
Lee HoffmanCo-Founder
Lee’s entire 36 years in planned giving and charitable planning has been all about 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.

Click the Button Below to Watch Module 2: Opportunity Recognition
FREE for a Limited Time!

DOWNLOAD YOUR FREE TRAINING NOW!

What You’ll Learn

Current Environment

This module examines and summarizes current surveys of the philanthropic sector, including high net worth families. It is intended to provide perspective on the giving environment and the attitude and desires of the donor population to provide the advisor with a better understanding of the marketplace for giving.

Current Environment

Opportunity Recognition

This module identifies thirteen separate categories and thirty-five different subjects whereby the advisor may be able to identify a potential gift either because of a client’s assets, circumstances, demographics or other characteristics. Opportunity recognition is the first area advisors need to learn. It is critical that you understand where the opportunities are to suggest a planned gift over conventional planning.

Conversations

High Net Worth clients want to discuss more than their balance sheet and financial performance. This module provides a series of categories and questions that will enable the advisor who is not yet adept at exploring “client legacy” issues to have some guidance in this area. A Legacy Questionnaire with over 50 questions you can ask your client is also provided.

Conversations
Testamentary Transfers

Testamentary Transfers

This module discusses the three major types of testamentary transfers: Bequests, Beneficiary Designations, and Transfer on Death Accounts. While these are seemingly simple gifts to make, knowing the ins and outs can help you differentiate yourself from other advisors.

Donor Advised Funds

DAFs have become the largest and fastest growing segment of charitable giving for the last several years. This module presents a thorough understanding of the rules that govern DAFs and the differences in various providers. Having a thorough understanding of donor advised funds will allow you to start the discussion of various techniques with your clients with a simple yet highly effective solution.

Donor Advised Funds
Donor Advised Funds

Gifts of Life Insurance

This module covers all of the ways your client can gift life insurance. New policies, existing policies, beneficiary designations and more are all covered. This is a simple gift type, yet this module covers a lot of ground. Knowing this topic will provide you with another way to open the conversation about your client’s philanthropy.

Pooled Income Funds

PIFs are an established type of gift that has fallen out of favor until recently due to low ordinary income rates. In this module we discuss the fundamentals of what a PIF is, how it operates and essential tax rules, how a PIF qualifies as a PIF and how they are operated. We will also discuss gift and estate tax consequences, assets to contribute, advisor cautions and client benefits.

We also show two case studies, The Unwanted Car Collection, and the Ignite Plan, which is a multi-generational pooled income fund and an incredible way to provide income to your client’s children.

Pooled Income Funds
Charitable Gift Annuities

Charitable Gift Annuities

In this module we discuss the very popular immediate and deferred charitable gift annuities. Areas covered are; the tax and financial benefits, the best prospects for charitable gift annuities, what assets can be contributed in exchange for a gift annuity, how the charitable deduction is calculated and claimed, potential tax free income distributions, and frequently asked questions.

Charitable Remainder Trusts

The charitable remainder trust is often called the Swiss Army Knife of planned giving. There are so many ways you can use it to increase your client’s income. In this module we discuss; why charitable remainder trusts are one of the fundamental building blocks of planned giving, the different types of CRTs and how the deduction is calculated, which assets can be utilized and how advisors, donors and charities benefit.

Included in this module are case studies teaching all of the possible versions of the charitable remainder unitrust and the five variables you need to know to completely change the design and outcome of the trust. We create an annual contribution charitable remainder unitrust and control the flow of income using a commercial deferred annuity as the trust investment. Then we wrap it up with a classic charitable remainder unitrust with wealth replacement life insurance to replace the asset for the children.

Charitable Remainder Trust
Life Estate Agreements

Life Estate Agreements

In this module we will be looking at the life estate agreement for a personal residence or farm. We’ll cover the basics of LEAs including the types of properties that can be used, the income and charitable tax deductions, and other fundamentals, frequently asked questions, practical considerations, advisor cautions and economic opportunities.

We then go into two cases, one using a life estate agreement on a vacation home where we only create an agreement for a portion of each year’s use, allowing the donor and family to be able to use the home during the summer while providing the donor with a very large income tax deduction. You’ll also learn how to use a life estate agreement and charitable gift annuity combination where we give the remainder in the LEA in exchange for a gift annuity.

Tangible Personal Property

In this module you’ll learn what tangible personal property is, why it’s important to understand the rules related to tangible personal property, tax and gifting rules, appraiser rules and much more. It is estimated that thirty percent of families with net a worth over ten million dollars own some form of collection. Understanding tangible personal property is an excellent way to start a conversation with high net worth prospects and clients.

Tangible Personal Property
Private Foundations

Private Foundations

In this module we take a deep dive into private foundations. Among the most complex of all charitable planning tools, PFs have been utilized by the wealthiest of families to maximize the impact of their family philanthropy. We will outline the relative importance of PFs, the basic structure and a number of tax rules. We’ll then cover the many special, onerous private foundation rules. These are especially important as they apply to many other planned gift vehicles. We discuss the tax rules and deduction limitations and compares the PF to the DAF. Lastly, we put it all together for advisor to see how to profitably implement the PF in his or her practice.

Some Words From Our Clients

“I wish I had a training program like this for all aspects of my financial planning practice! I had the program for just two days and I already have a new charity interested in working with me. What a great way to drill down and create a presence in a new niche for my business. I have known Randy Fox for several years and I’ve never found anyone in the financial planning field who was more authentically interested in helping me toward success. Don’t walk but run to get this program. It’s a real bargain against other programs I’ve seen in the industry. Grab it before they raise the price.”
Howard Kaplan, MBA, CPA, CFP, Kaplan & Company
“I started working with CRTs about 25 years ago and was helped by access to Lee Hoffman’s software and expertise. There was very little creativity in the planned giving field when it came to helping me advise my clients. After the ‘dot-com’ and housing bust, followed by the Bush tax cuts, the charitable planning opportunities virtually disappeared. Now with exploding asset values and high taxes (especially here in CA), the training from EzCharitable will provide what I need to return to top form with all the new opportunities. Lee, and Randy Fox are the most creative people in the field and I’m glad I discovered their new program.”
Ric Haas, Philanthropic Fusion, LLC
“Without question or hesitation Randy Fox and his team of experts are my ‘go to’ resource for advanced planning situations. His multi-disciplinary perspective and comprehensive knowledge are invaluable. When coupled with his unmatched creativity and collaborative style, amazing outcomes result. My work with Randy has benefited my clients, my firm and me.”
Craig A Isaacs ChFC, CLU, RFC, Nexus Advisor Solutions
“Completing your course has given me the impetus and confidence to reach out to an old friend who is the ED of a non-profit and we’re meeting next week. I’ve also scheduled meetings with a very successful surgeon and two T&E attorneys to discuss some joint work — or just to practice discussing my new-found knowledge!”
Bill Walsh

Click the Button Below to Watch Module 2: Opportunity Recognition
FREE for a Limited Time!

DOWNLOAD YOUR FREE TRAINING NOW!