The Innovative Accountant Podcast | Integrated Advisory by WealthCo

#31 | Joseph Galli - Redefining Philanthropy with Life Insurance


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On this episode of the Innovative Accountant Podcast, we are joined by Joseph Galli, the Chairman of PENCOR Charity Services.

Joseph founded the Loeyz-Dietz Syndrome Foundation of Canada after receiving life-altering news about his son’s diagnosis with Loeys-Dietz syndrome. After learning of this, Joesph made the decision to pause his successful corporate advisory and venture capital career to focus on supporting his boys and others facing similar challenges.

We will delve into his innovative approach to raising philanthropic capital in today’s world and about the inception of PENCOR Charity Services, an initiative aimed at building the largest private endowment fund in Canada.

One of the most intriguing aspects of Joe's story is his ground-breaking solution to the challenge of charitable fundraising: the sustainability of donations from life insurance policies. Joe's unique strategy for leveraging lapsing life insurance policies to generate sustainable funding for charitable causes.

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The Innovative Accountant Podcast | Integrated Advisory by WealthCoBy The Integrated Advisory Network