Listen "Donor Advised Funds Explained: Smarter Charitable Giving with John Bromley"
Episode Synopsis
Donor Advised Funds Explained: Smarter Charitable Giving with John BromleyIn this episode of *Investing to Win*, host **Garret Wong** sits down with John Bromley to dive into:- Donor Advised Funds and modern charitable giving- Charity law, donor transparency, and tax-efficient philanthropy- Building a culture of proactive giving in Canada…and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking.🎥 **Prefer watching the conversation? The full video is available on YouTube:**https://youtu.be/IeoHX5uDtIw&list=UULFRs3SSmwVFbR2QEjIDqU0UgThis creates a richer experience with facial expressions, visuals, and deeper engagement.Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately.---## 🔥 Episode SummaryIn this episode of Investing to Win, Garret Wong sits down with John Bromley, Founder and CEO of Charitable Impact, to explore how donor advised funds are reshaping the charitable landscape in Canada. John shares his journey from corporate finance into the world of charitable finance and explains why most charitable systems are built for organizations—not donors.The conversation breaks down how donor advised funds work, why separating the act of giving from the act of allocating donations creates better outcomes, and how donors can become more intentional with their philanthropy. John also explains the realities of charity law, fundraising costs, and why transparency and donor education are critical to rebuilding trust in the sector.Garret and John dive into the cultural challenges around giving, including why Canadians are donating less over time, how proactive giving can change that trend, and why teaching children to give through initiatives like charitable allowances could shape the future of philanthropy. This episode offers a thoughtful, educational look at how smarter giving leads to stronger communities.---## 🎯 Key Takeaways• Understand how donor advised funds simplify and improve charitable giving• Learn why proactive giving is more effective than reactive donations• Discover how tax efficiency can increase long-term charitable impact• See why transparency and donor education matter in philanthropy• Explore how teaching kids to give builds future generations of donors---## 🧠 Topics Covered• Donor advised funds explained• Charitable Impact’s donor-first model• Charity law and compliance in Canada• Fundraising costs and donor trust• Tax planning through charitable giving• Cultural barriers to philanthropy• Teaching children to give through charitable allowances---## 🔍 SEO Keywordsdonor advised funds, charitable giving, philanthropy canada, charitable impact, charity law, nonprofit finance, tax efficient donations, donor psychology, fundraising strategy, giving back, financial education, impact investing, charitable allowance, canadian charities---## ⏱️ Timestamps[00:00:00] – Introduction and guest welcome[00:01:14] – John Bromley’s background and Charitable Impact[00:06:49] – What charity law actually is[00:10:18] – Why most giving is reactive, not proactive[00:12:49] – Charity outreach and fundraising realities[00:19:31] – What donor advised funds are[00:22:39] – How investments work inside donor advised funds[00:26:50] – Making giving part of your financial life[00:29:13] – Why Canadians are giving less[00:33:30] – Cultural and...
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.