How to Donate Effectively

07/05/2024 35 min Temporada 2 Episodio 30
How to Donate Effectively

Listen "How to Donate Effectively"

Episode Synopsis

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?   

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