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How to Donate Effectively

How to Donate Effectively


Season 2 Episode 30


You may be thinking – what difference can I make in the world?

As a financial planner I talk a lot about money, however, it's not really about the money itself, but what it does for your life – how to live well, retire comfortably, and give back.

In my latest podcast episode, I give you some ideas to help you choose causes that matter to you, as well as talking about financial & tax planning for donating effectively.

Listen to find out:

  • How do most people donate?
  • What is a Donation Plan & how does it benefit you?
  • How to donate tax-efficiently.
  • Donation tax credit by Province.
  • Advanced donation tax strategies.
  • What is a "Donor-Advised Fund"? 
  • How do you decide where to donate?
  • How do billionaires donate?
  • What are the most effective charities or causes?
  • How do we increase the prosperity of all humans? 

 


Published on 1 year, 7 months ago






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