Start your journey
with planned giving

Donors

We play a pivotal role in guiding donors through their philanthropic journey by offering strategic advice, education and expertise. We assist in optimizing charitable contributions through tax-efficient strategies to ensure maximum impact. Our team also helps donors align their philanthropic goals with their overall financial plan, integrating giving into estate planning to create lasting legacies. By providing personalized guidance and insights, we empower donors to make informed decisions that reflect their values while navigating complexities in philanthropic giving effectively.

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Charities

At JB Philanthropy, we specialize in delivering targeted education and strategic financial guidance to charity staff, board members, and donors alike. Our tailored workshops and consultations empower staff and board members with the knowledge needed to navigate complex financial decisions, enhance fundraising strategies, and ensure effective management of endowments and funds. For new and existing donors, we provide comprehensive insights into tax-efficient giving strategies, estate planning options that maximize philanthropic impact, and personalized guidance to align their charitable goals with their financial plans. By fostering informed decision-making and a deeper understanding of philanthropic opportunities, we help charities amplify their mission impact and achieve sustainable growth.

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Advisors

As a financial planner specializing in philanthropy, we can collaborate effectively with other advisors and their clients to maximize charitable impact and financial efficiency. By integrating expertise in tax-efficient giving strategies, estate planning, accounting and legal expertise, we ensure alignment of philanthropic goals with broader financial objectives. This collaborative approach fosters holistic financial solutions that empower clients to make informed decisions, enhance their philanthropic legacies, and achieve enduring impact within their communities.

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Speaking Engagements

We leverage our expertise to inspire and educate audiences during public speaking engagements. By sharing insights on tax-efficient giving strategies, impactful charitable planning, and estate planning techniques, we empower individuals to align their financial goals with their philanthropic passions. We emphasize the importance of strategic philanthropy in creating lasting legacies and making a meaningful impact on causes they care about. Through engaging presentations and practical advice, we aim to cultivate a deeper understanding of philanthropic opportunities and motivate attendees to take proactive steps towards achieving their charitable aspirations.

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Frequently Asked Questions

Embarking on your philanthropic journey starts with introspection—identifying the causes that deeply resonate with you and your family. Next, articulate your philanthropic objectives and clarify the impact you aim to achieve. JB Philanthropy is here to guide you through these initial phases, developing a tailored strategy that reflects your values, passions, and aspirations.
We approach conversations with other professionals from a collaborative perspective. Communicating that we are all working together with the common goal of creating the best philanthropic strategies for you and trusting that we can lean on each other for our resepctives areas of expertise
Incorporating family into philanthropic planning not only strengthens bonds but also instills a shared sense of purpose and legacy. By involving family members in discussions about charitable giving, you cultivate a collective understanding of values and priorities. This collaborative approach fosters empathy and mutual respect, as each member contributes unique perspectives and passions. Furthermore, engaging family in philanthropic decisions nurtures a tradition of giving that transcends generations, creating a lasting impact that reflects the collective values and aspirations of the family unit.
We understand the importance of donor education within your organization and can complement your existing efforts in several ways. Our expertise lies in providing comprehensive financial insights tailored specifically to philanthropy. We can offer deeper dives into tax-efficient giving strategies, investment options that align with philanthropic goals, and estate planning techniques that maximize legacy impact. By collaborating with your team, we aim to enhance donor understanding and engagement, ultimately empowering them to make informed decisions that resonate with their philanthropic passions and values.
We offer internationally acclaimed presentations tailored to varying durations, from concise 10-minute sessions to comprehensive hour-long engagements, seamlessly weaving personal narratives with deep insights into philanthropy. Whether delivered in-person or virtually, each session is crafted to inspire and educate, inviting interactive dialogue through dedicated Q&A segments.

Reviews from our community

“Joel graced the mainstage of our 2024 Annual National Conference of the Canadian Association of Gift Planners (CAGP); we couldn’t have been more grateful that he was willing to share his brilliance, passion and knowledge with our delegates. Tackling a complex topic, Joel opted to convey his message through a compelling personal story. His exceptional public speaking skills were evident, but it was his unique ability to connect with the audience on a deeply human level that made his presentation both meaningful and captivating. This remarkable skill undoubtedly contributes to his success as a philanthropic expert, where personal values, experiences, and the vision of a better future are central to client conversations.”
- Ruth McKenzie, President, Canadian Association of Gift Planners
“I recently attended a presentation hosted by Joel and found it to be very informative and inspirational. Joel is an engaging speaker, and I really appreciate his focus on inspiring philanthropy in the community. Thanks for helping to make Calgary a better city to live in!”
- Rob Locke – Manager of Fund Development, Unison
“Joel is a wonderful gift to the philanthropy advisor space. With a personal passion for giving, and for helping his clients do the same, Canadian communities are in the best of hands!”
- DeWayne Osborn, Head of Philanthropic Services – Cardinal Capital
“I've been looking to the Titans, my own mentors as they retire to see who they've handed the keys to. Joel has learned and listened from the best, and is taking that knowledge into the future with new ideas and dynamic philanthropic planning. I'm grateful he's not just active in the business of philanthropy, but giving back as a very active volunteer leader in the community too. That's authenticity to me.”
- Paul Nazareth - 25 year Canadian philanthropy expert
“We are very fortunate Joel is our financial planner. He suggested options that would work in our best interest as far as taxes, investing and legacy giving. We have not hesitated to recommend Joel to anyone who could use his expertise.”
- Trudy & Ian, Financial Planning Clients
“Joel’s commitment to building lasting relationships between clients and charities has resonated with me and has greatly enriched our discussions. His ability to connect with others and foster a sense of community around intentional giving is notable. JB Philanthropy's passion for philanthropy is inspiring, and I look forward to seeing the positive changes he continues to make.”
-Shawn Bellefeuille, CFP, CLU, CHS, EPC, MFA-P