
Ep. 012: Giving is a Mindset with Charitable Impact Founder John Bromley
Guillaume, Sam, & John Bromley discuss charitable giving, donor-advised funds, tax benefits & encouraging the next generation of philanthropists about Impact.
Summary
In this episode of the Millennial Money Canada podcast, hosts Guillaume Girard and Sam Lichtman speak with John Bromley from Charitable Impact about the journey of creating a platform that facilitates charitable giving. They discuss the importance of donor-advised funds, the various types of donations, and the tax benefits associated with charitable giving. John shares insights on encouraging the next generation to be charitable through concepts like the charitable allowance and emphasizes the mindset around giving as a crucial aspect of philanthropy. The conversation highlights the tools available for donors and the impact of Charitable Impact in the Canadian charitable landscape.
Topics Covered in this Episode:
00:00 The Accidental Entrepreneur
07:01 The Birth of Charitable Impact
11:37 Understanding Donor-Advised Funds
19:10 Navigating Charitable Giving Options
20:59 Types of Assets for Donation
27:55 Facilitating Charitable Donations
30:01 The Power of Charitable Giving
32:29 Understanding Donor-Advised Funds
36:45 Introducing Charitable Allowance for Kids
43:34 Accessibility in Charitable Giving
46:57 Mindset Shift Towards Philanthropy
🎗️Charitable Impact
Website: https://www.charitableimpact.com/who-we-are
IG: https://www.instagram.com/wearecharitable/
🤝 Work with Millen Wealth Advisors
Book a Financial Review Meeting by Clicking Here!
🔗 Connect & Follow Us for Insights
Podcast YouTube Channel:
https://www.youtube.com/@MillennialMoneyCanadaPodcast
TikTok: https://www.tiktok.com/@millennialmoneycanada?lang=en
Instagram: https://www.instagram.com/financialplannergui/
Guillaume on LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cmt-cfp-08487170/
Sam on LinkedIn: https://www.linkedin.com/in/sam-lichtman/
Keywords
Charitable giving, donor-advised funds, financial literacy, philanthropy, Charitable Impact, tax benefits, charitable allowance, impact investing, generosity, social responsibility
Podcast Transcript
Keep Listening to Millennial Money Canada
Unlock more insights tailored for millennials—tax-saving tips, account strategies, and practical advice for building wealth. Browse all episodes and keep the momentum going!
Ep.033: Get Tax-Free Money From Your Corporation
Guillaume share the mechanics of the CDA, how it allows for tax-free dividends, and the importance of strategic planning in utilizing this account effectively.
Ep.032: Most Common Emotional Challenges of High-Income Earners With Money
Guillaume and Sam discuss the most common emotional challenges their clients face regarding money.
Ep.031: Inside the Mind of a Gold Medalist with Ben Rutledge
Guillaume and Ben, Olympic Gold medalist, discuss the importance of mindset, coaching, and the balance between process and outcome.
Ep.030: CRM 3 Is About to Change Everything: The Fee Shock No One Is Ready For
Guillaume and Sam discuss the upcoming changes to fee disclosure under CRM3, which will significantly impact how Canadians view their investment.

.png)
%20(1).png)


