An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...

Realizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning When did you last discuss donor-advised funds with...

An Interview with Dr. Russell James If you want to be challenged, surround yourself with people who are smarter than you. Russell James...

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...

Should high-net-worth donors rethink their charitable priorities when a recession looms? Should they reconsider where their dollars will...

Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

An Interview with Jamie Weiner of the family consulting firm Inheriting Wisdom It is commonly believed that collaborating on charitable...

Done the right way, creative philanthropic strategies benefit both your clients and the charities they support. Charitable giving can...

Pooled Income Funds (PIFs) and Donor Advised Funds (DAFs) continue to be strong, smart charitable giving solutions for high-net-worth...

Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...

Topic: Using Pooled Income Funds to Reduce Taxes and provide for Multi-Generation Income Listen to the Problem Solved podcast.

Hear Randy Fox on the Confident Retirement podcast with Kris Flamang. Topic: A Wealth Strategist with BIG Charitable Life Goals

Randy Fox of Two Hawks Consulting speaks with Josh Patrick on the Cracking the Cash Flow Code Podcast. Together, they discuss philanthropic

Listen to the interview here by Randy A. Fox & Claire Costello Randy Fox: Hi, this is Randy Fox. Today I am privileged once again to be...