Opportunity Under Your Nose

Two volunteers serving meals at a shelterSurvey results show they want to be asked and guided about their passions.

By Randy Fox
Ez Charitable

One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world.

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An easy entry into the conversation is to ask where they volunteer their time. True that parents often volunteer to coach their kids’ teams or serve on the PTA at their schools but above and beyond that, there is likely to emerge a pattern of giving time that will lead to a larger pattern of giving money and can open the conversation about more substantial gifts.

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Randy Fox



About the Author

Randy Fox is co-founder of EzCharitable LLC, a turnkey training program that helps CPAs, tax professionals, and financial advisors integrate philanthropic solutions into their practices.

He is also editor in chief of Planned Giving Design Center, the largest content provider for planned giving in the country. His private practice serves advisors across the US with the design and implementation of complex planning strategies, with a strong emphasis on philanthropy.

Fox can be reached at randy.fox@ezcharitable.com. 

Professionals interested in learning more about philanthropic planning opportunities can
download the free “Opportunity Recognition” video from EzCharitable here.

Click here for more by Randy Fox