Ep. 16 - Charitable Giving: During Life and Beyond скачать в хорошем качестве

Ep. 16 - Charitable Giving: During Life and Beyond

Would you like a FREE one-on-one financial health checkup? Visit https://investwithvision.ca Want to get on our mailing list to be notified of new episodes? Sign up on our website: https://retireinbc.ca/ Estate Planning Isn’t Just a Will — and Getting It Wrong Can Cost Your Family Big Time. 💥 Charitable giving isn’t just generous — it’s smart financial planning. In this episode of The Retire in BC Podcast, Arnold and Ben break down how to turn your giving into something far more impactful — for you, your taxes, and the causes you care about. We cover: 🔥 Why donating cash is the least efficient method 📈 How donating securities can massively boost your giving power 🧾 The tax credit bands most Canadians get wrong 🏦 Using RRSPs, wills, and estate plans to structure meaningful legacy gifts 💡 Donor Advised Funds (DAFs): the “poor man’s foundation” that unlocks flexibility and long-term legacy ❤️ Real client stories that show how planned giving creates deeper impact If you already give — or want to start — this episode shows how to do it intentionally, efficiently, and meaningfully. ====Timestamps==== 00:00 Intro 02:00 Charitable tax credits 05:22 Basic strategies 15:29 Donating securities in-kind (avoiding capital gains tax) 25:27 Gifting from your fully taxable RRSP 28:11 Donor Advised Funds (DAFs) 39:24 Tie-ins with estate planning 41:15 Outro Closed captions are auto-generated and may not be fully accurate. This podcast is for entertainment and general education only and is not personalized financial advice. Always consult a qualified financial professional before making financial decisions. 🔔 Subscribe so you don’t miss future episodes filled with practical advice, insights, and wisdom! Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Visionvest Wealth Management Ltd.