How to Donate Effectively

Unconventional Wisdom

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?