Wealth Matters Webinar #3: Strategic Giving and Philanthropy – How to Give, Save Tax, and Magnify Your Impact
Join Maili Wong, CFA, Senior Portfolio Manager & Executive Vice President with the Wong Group and her special guests Justin and Yael Segal, Co-Founders of the Justin and Yael Segal Family Foundation and Michael Todd, Director at Charitable Impact as they discuss “Smart Giving” ways to amplify your charitable impact, in an exciting client webinar designed to inform, communicate and inspire thought leadership during unprecedented times.
Don’t miss this informative webinar where we discuss:
– How to work “smarter” and not “harder” with your charitable dollars, and amplify the impact of your strategic giving.
– Introduce the Donor Advised Fund as a Philanthropy Portfolio and help you understand how to switch from being “reactive” to charitable requests and flip to a more “proactive” and intentional approach.
– Walk through basic examples to show the difference between giving cash or giving shares of appreciated investments.
– Identify the benefits of setting up a Donor Advised Fund, including:
- – Flexibility to maintain control over the distribution of your charitable dollars
- – Tax efficiency
- – Simplify your charitable tax receipts and do all your philanthropy from one account
- – Continue to have donated assets professionally-managed
- – Grow your philanthropic portfolio to amplify your impact over time
- – Empower and educate your next generation to actively engage in this giving process with you
Topics include: charitable giving, philanthropy, why setting up a fund can help, the low cost associated with a donor advised fund, tax efficiency, giving stocks versus giving cash donations, and much more.
To request the password or learn more about how to register for our live and interactive client webinars, email us at thewonggroup@wprivate.ca or call us at 778 655 2410.
