EzCharitable

EzCharitable Features

    posted on 4 Dec 2017 | Article
    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.
    posted on 22 Sep 2017 | Article
    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...
    posted on 11 Aug 2015 | News story | 3 comments
    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...
    posted on 11 Aug 2015 | Article
    To become excellent at planned giving, we have identified four distinct areas that you should focus on to CRUSH IT. 
 
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4391 Indian Trail-Fairview Rd, #224
Indian Trail, NC 28079
United States
Phone: 704-698-4063

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