How charitable giving fits into financial planning

In this episode, we walk through the ins and outs of modern-day philanthropy with Jacqui Allard, the Group Head of Global Wealth Management and co-executive sponsor of Scotiabank’s Employee Giving Campaign. She has tips on how to simplify and maximize donations, how to figure out where to give, how giving can factor into estate planning at any level and more. 

For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures 

 

Key moments this episode: 

1:14 – The role charitable giving has played in Jacqui’s life and the three pillars that are important to her when it comes to philanthropy 

2:53 – What Jacqui would say to someone who might say, ‘I’m not wealthy, how can I think about giving?’ 

3:32 – Why it’s important to give 

4:03 – How people should decide where to give their money or time 

4:57 – Tips of making regular giving easier 

6:55 – How philanthropy can play into overall wealth planning 

8:57 – The role charitable giving can factor into estate planning 

9:37 – Jacqui tells us about the Scotiabank Employee Giving campaign 

11:28 – The key takeaway from this discussion