Strategic is Intentional – A Discussion on Strategic Philanthropy
Insights Into Wealth
English - June 26, 2023 04:00 - 14 minutes - 13.7 MBManagement Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Women in Finance
Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Anne Brayley, a Philanthropic Advisor to many families about Strategic Philanthropy. Randy and Anne begin their conversation by discussing the importance of philanthropy in Canada and to both those who give and those who receive. Then, Anne explores the idea that ‘Strategic is Intentional’ when families decide to give and the different options available to Canadians in the charitable sector. One of these options is via donor-advised funds or specifically through the Canadian Community Foundation network, which Anne describes in depth.