Feb 13, 2025
|
53 Mins

Ep. 012: Giving is a Mindset with Charitable Impact Founder John Bromley

Personal Finance
Education
Financial Literacy

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!‍

đź”— 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 Icon

Podcast Transcript

Simplify Your Wealth Journey

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!

May 29, 2025

Ep.023: Costly Tax and Investment Planning Mistakes Made By Business Owners

Guillaume & Sam break down key business owner errors: salary vs dividends, notional accounts, lifetime capital gains exemption, and smart investment strategies.

Financial Planning
Investment Management
Tax-Planning
May 15, 2025

Ep.022: Investment vs Insurance with Graham Bergsma

Guillaume Girard & Graham Bergsma discuss whole life insurance, client-focused planning, estate strategies,and using insurance for financial control and growth.

Investment Management
Financial Planning
Personal Finance
May 1, 2025

Ep.021: The Swiss Army Knife of Retirement Planning for High-Income Earners

Guillaume, Sam & Tatenda Mawoyo break down RCAs—how they work, who they benefit, tax perks, CRA scrutiny & how RCAs fit into wealth plans.

Personal Finance
Financial Planning
Investment Management
Apr 21, 2025

EP.020: How To Protect Your Data Against AI Threat Actors

Sam Lichtman & cybersecurity expert Brennen Schmidt break down today’s digital threats—plus how businesses can protect their data & defend against cyber risks.

Investment Management
Debt Management
Financial Literacy
Financial Planning
iPhone with text "Learn to become a Wealthy Millennial" and Millennial Wealth Advisors Logo

Learn how to Become a Wealthy Millennial

You'll receive our weekly newsletter with insights & tips on planning to retire, paying less tax & the latest financial trends that apply to millennials.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.