♦ How to Donate Effectively ♦
As we come upon the holiday season and the New Year, it’s a time to reflect on your life.
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 video, 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.
Watch 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?
Ed
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⏰ TIMESTAMPS
00:00 | Intro
00:44 | What you will learn.
01:08 | How do most people donate?
02:24 | What is a Donation Plan & how does it benefit you?
04:02 | How to donate tax-efficiently.
06:48 | Donation tax credit by Province.
07:33 | Advanced donation tax strategies.
10:06 | What is a “Donor-Advised Fund”?
12:56 | How do you decide where to donate?
15:00 | How do billionaires donate?
17:40 | What are the most effective charities or causes?
21:20 | Book recommendation: The Smartest Targets For The World
30:55 | How do we increase the prosperity of all humans?
36:41 | Overview from the video.
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Please like, share and comment if this video has been helpful to you!
Thanks so much!
Ed Rempel
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Ed Rempel CPA, CMA, CFP is a financial blogger, fee-for-service financial planner and tax accountant with a ton of real life financial planning experience. He was awarded “Best Canadian Personal Finance Blog” by Expertido, and is the #1 financial blog in Canada for a financial planner on Hardbacon and Feedspot.
For the past 28 years, he has assisted thousands of Canadians with creating real, professional, “interactive” financial plans that earn results. Ed is known for his financial strategies, such as the Smith Manoeuvre and Lifecycle Investing strategies. He is also particularly skilled with the 8-Year GIS Strategy, a strategy to help seniors qualify for larger government pensions using effective planning & investing.
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Re-watch the video here: https://youtu.be/EpPFGrZwOMw
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