Over the past few months, I noticed myself having the same conversation over and over with clients - they wanted to include a charitable donation as part of their estate planning, but had no idea how to choose a charity or where to start.  I realized that people are generally a bit curious about what it means to be a "philanthropist".  Sure, there are tax benefits to making a charitable donation, but there are many other reasons why a person might decide to donate to a charitable organization. 

This episode is the first in a 2-part series on "philanthropy".  In this episode, I chat with special guest, Lisa Sands (Chief Development Officer, RUH Foundation) about: (1) Top things to keep in mind when trying to decide on a charitable gift (10:45); (2) the process for charitable giving - what it can look like to donate in life or as part of your estate planning (22:40); and (3) the Women Leading Philanthropy group (31:01).

Stay tuned for the next episode, where I will dive into the tax benefits of philanthropic giving, and also discuss some of the planning opportunities available.

P.S. In this episode, I am debuting some new music created by my husband to kick off Season 3!  He calls this beat, "Tropical Tax Chick"... can't you just taste the pina coladas?!?

RESOURCES DISCUSSED ON THE EPISODE

• "I Shake my Head with Lisa and Sam" Podcast: https://podcasts.apple.com/us/podcast/i-shake-my-head/id1232121527
• "With Less" Newsletter from Marty Finestone: https://legaladjacency.com/with-less/
• CRA Charities Directorate: https://apps.cra-arc.gc.ca/ebci/hacc/srch/pub/dsplyBscSrch?request_locale=en 
• RUH Foundation: https://ruhf.org/ 
• Women Leading Philanthropy (RUH Foundation): https://ruhf.org/women-leading-philanthropy/
• YouTube Channel for RUH Foundation: https://www.youtube.com/channel/UCUu4nSywH8WtF7lQHZVgFTQ 

MORE FROM LISA:

• Email: [email protected]
• Facebook: https://www.facebook.com/RoyalUniversityHospitalFoundation/ 
• Twitter:  https://twitter.com/RUHFoundation 
• IG: https://www.instagram.com/ruhfoundation/ 
• LinkedIn: https://www.linkedin.com/company/royal-university-hospital-foundation/ 

MORE FROM AMANDA

• Sign up for "Musings of a Tax Chick": http://eepurl.com/hNbXcb 
• The Tax Chick Blog - https://taxchickca.wordpress.com;
• Connect with me by email: [email protected]
• LinkedIn: https://www.linkedin.com/in/amandasadoucette 
• Instagram: @tax.chick