... ...
| Randy A. Fox |
A third-generation entrepreneur, Randy is the Co-founder of EzCharitable, LLC, an online training resource for professional advisors. He is also currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.
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. Randy is a nationally known wealth strategist, philanthropic estate planner, educator and speaker dedicated to helping individuals, professional advisors, charitable institutions and planned giving organizations do well while doing good. His collaborative approach facilitates clients’ ability to preserve and transform wealth in ways that honor their goals and passions while passing values, responsibility and stewardship ethics to their heirs. EDUCATION AND PROFESSIONAL ACCREDITATION Currently, he serves on the Board of The Mental Health Association of Greater Chicago and the development committee of the Susan G. Komen Foundation of Chicago. His Allstate agency is a Community Champion for The Kindness Revolution, a national awareness campaign. Randy is past President of the Board of the International Association of Advisors in Philanthropy. He has served on the Advisory Council of The Capital Trust Company of Delaware, and the Board of Directors of the Suburban Chicago Council on Planned Giving. PRESENTATIONS Randy has an exceptional ability to make even the most complex and technical material clear and relevant. And his enthusiasm, warmth, and famously wry offbeat humor create a relaxed, fun environment for learning. Presentations to national groups of tax attorneys include: Alternatives to FLPs in light of Strangi and Kimball, Southern California Institute, San Diego, 2005. He has also presented for the Alexian Brothers Hospital Foundation, The Chicago Council on Planned Giving, The DuPage Community Foundation, The Rockford (IL) Archdiocese and numerous other not for profits. BOOKS AND PUBLICATIONS Randy has served as co-editor in chief of the CCH Journal of Practical Estate Planning, and has authored its regular “Money and Meaning” column. He has also been a contributing editor for Cutting Edge Current magazine, and contributing author for the book Giving: Philanthropy for Everyone. Randy's articles and advice have appeared in Worth Magazine, Research Magazine, The Illinois State Bar Association’s Of Counsel, the Chicago Daily Law Bulletin, Law Firm Benefits, and The American Medical Association’s News. Current articles: Families and the Transformative Power of Philanthropy Part Three Life Insurance May Add Liquidity in Estate PlanningEstate Planning for the Affluent Who Have Few Immediate RelativesCharitable Life EstateA Life Estate Case StudyCollectors and the Fiscal Cliff: Ho HumWinning Business Owners with Captive Insurance: The BasicsWinning Business Owners with Captive Insurance: Part 2Captive Insurance: A Detailed Look |