S1 E11: How Savvy Investors Save Taxes AND Make a Difference - with Carol Bezaire
Play • 34 min

Want to donate to your favourite charities using the secrets of Canada's wealthiest families? We've got you covered!

Today, we're talking with Carol Bezaire, Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments. 

In this episode, we'll talk about:

  1. Who gives to charities in Canada?
  2. What are the tax benefits of giving to charity? How do Charitable Tax Credits work and how much can I save?
  3. What if an individual client donates securities instead of cash? 
  4. How does a Donor Advised Funds (DAFs) work?
  5. What are the advantages of donating using your own DAF?
  6. How can a financial advisor help with charitable giving?
  7. What are the steps to opening a DAF? What happens after the DAF is opened?
  8. Stories of people who've made an impact on their community and family using DAFs.

Resources in this episode:

Philanthropic Foundations of Canada

Mackenzie Investments Charitable Giving Program

Hosted by Glory Gray of Glory Gray Wealth Solutions.

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Glory Gray

Theme music by Purple Planet Music. Rights reserved.

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