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The donor advised fund is one of the most economically efficient ways to give. Especially at the end of the year. Download the EzCharitable Excel DAF Illustrator to show your clients why.
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When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them...
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EzCharitable, LLC is a new online company created by Lee Hoffman, CEO of the PGDC, and Randy Fox, EIC of the PGDC, to help advisors bridge the gap of charitable planning software, training, and...
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To become excellent at planned giving, we have identified four distinct areas that you should focus on to CRUSH IT.