Wednesday, May 12, 2021

Ten Billion for Charity and How I Hope to Get There

This session will discuss a planner’s perspective on integrating charitable gifts into the planning for high net worth families, and the incredible opportunities that smart, integrated philanthropic planning can offer these clients and the causes and institutions they support. We will review a real case study and discuss the various tools and possibilities presented for this client.

Handout 1

Handout 2

This program has been approved for 1.5 CFRE credits.

 

 

Speaker: Randy A. Fox, CFP®, AEP®, Founder, Two Hawks Consulting, LLC
Speaker Bio: A third-generation entrepreneur, Randy is a founder of Two Hawks Consulting, LLC and has recently launched Ten Billion for Charity an initiative intended to unite advisers to raise awareness and capabilities to create more charitable gifts. He also co-founded.EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. EzCharitable has created original content that is useful for attorneys, financial advisors, CPAs all of which will facilitate better philanthropic advice for families of wealth. He is also currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. Randy has recently been named the Distinguished Co-Honorary Chair 2017 Improving Financial Awareness & Financial Awareness Movement by the Financial Awareness Foundation. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.

Many years ago, Randy was a founding member of the Suburban Chicago Planned Giving Council where he also served as president and then on the board for several years.

Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.