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Randy A Fox, CFP®, AEP®
May 29
How I Plan to Raise $10B for Charity
A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...
Randy A Fox, CFP®, AEP®
Jan 29
Data Shows Advisors Don’t Get Philanthropy
It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...
Randy A Fox, CFP®, AEP®
Oct 23, 2023
Featured Article: Four Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...
Randy A Fox, CFP®, AEP®
May 26, 2023
Featured Article WealthManagement.com: Personality Traits Aren't the Only Factors That Impact Giving
There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...
Randy A Fox, CFP®, AEP®
Apr 25, 2023
Creating a Gateway for Good
Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...
Randy A Fox, CFP®, AEP®
Jan 20, 2023
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...
Randy A Fox, CFP®, AEP®
Oct 28, 2022
Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market
Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...
Randy A Fox, CFP®, AEP®
Sep 21, 2022
Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times
As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...
Randy A Fox, CFP®, AEP®
Aug 15, 2022
How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has
Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.
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