Philanthropy & Charity

Paul Nazareth of the Canadian Association of Gift Planners discusses charitable giving within financial planning. The episode reviews how Canada's charitable tax-credit system works, how donations of appreciated securities are generally treated, and why gift planning starts with what matters to the donor.

Jennifer Couldrey of The Upside Foundation of Canada discusses how founders can pledge equity to charity before an exit. The episode covers how donations of stock options or personal proceeds work and why giving before a sale can shape a company's community impact.

Mark Halpern, CEO of WEALTHinsurance.com, talks with Jason about amplifying philanthropy through insurance and other planning tactics. Listeners will learn how charitable giving fits into a financial plan, why understanding a future tax bill matters, and how insurance can help fund larger gifts.