EP313 Purposeful Philanthropy

Welcome to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. In this episode, I'm joined by Lois Graveline, founder and CEO of Harmonia Philanthropy, to explore the true value of charitable giving beyond tax savings. Lois brings over 30 years of experience in the charitable sector and is passionate about driving meaningful impact for both individuals and businesses.

 

🎙️ What you'll learn in this episode:

 

🌟 Beyond Tax Benefits: How purposeful philanthropy can drive social change and create lasting impacts within communities while offering benefits for business owners and corporations.

 

🤝 The Philanthropic Matchmaker: Learn how Lois helps individuals and businesses find charitable causes that align with their values and goals to foster sustainable, long-term relationships with nonprofits.

 

💡 Building a Culture of Giving: We talk about the steps businesses can take to make philanthropy part of their ethos, from engaging employees to creating a budget for giving.

 

📊 Misconceptions in Charitable Giving: Lois debunks myths like "donations just go to salaries" and explains how nonprofit organizations operate efficiently within their limited budgets.

 

🏆 Inspiring Examples: Hear about impactful partnerships between businesses and charities that showcase the power of long-term commitment in making a difference.

 

✨ Fun, Frank Advice: Lois reminds us that giving isn't just about writing a check, it's about creating relationships and making philanthropy a meaningful part of your business and personal legacy.

 

Tune into this episode to learn how to align your charitable giving with your goals and values.

 

And if you're planning your cash-rich exit, I invite you to book a 1:1 Wealth Gap Analysis with me. Together, we'll ensure your financial plans include room for meaningful impact through philanthropy. Connect with me on LinkedIn or via email to schedule your session.

 

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The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.

 

All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.

 

This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.

 

Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.