Facilitating Giving with Paul Nazareth | E063

In this episode of Financial Planning for Canadian Business Owners, the host, Jason Barrera (Award-winning Financial Planner and Entrepreneur) talks to Paul Nazareth (Vice President of Education Development for The Kenya Association of Gift Planners) about charity and financial planning for business owners. He also shares his thoughts about tax benefits.

FPCBOJason PereiraMay 20, 2021Charitable giving

Gift Planning with Denise Fernandes | E051

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Denise Fernandes, Executive Director of Planned Giving for Diabetes Canada. Denise works with donors in life and assists them in planning gifts in their will!

FPCBOJason PereiraFebruary 25, 2021Charitable giving

Charitable Impact with John Bromley & Michael Todd | E137

In this 139th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews John Bromley, Founder and CEO of Charitable Impact and Mike Todd, Director of Charitable Investment Programs at Charitable Impact. Charitable Impact is a fintech online platform that enables charitable donations through donor-advised funds. John Bromley and Mike Todd talk about how they are able to get this done and what a donor-advised fund is.