Intentional Philanthropy with Joel Bray

Get Intentional with
Philanthropy

Educating and inspiring Canadians to give more efficiently.

Welcome to JB Philanthropy, where philanthropy meets purposeful impact.

We specialize in guiding individuals, families and organizations through intentional giving that drives meaningful change. With deep expertise and a passion for social good, we empower you to make a lasting difference in the world.

Work with us

At JB Philanthropy we specialize in filling critical gaps through strategic philanthropic advisory.

With almost two decades of experience, we've identified widespread gaps in philanthropic strategies among Canadian donors, charities and professional advisory teams of accountant, lawyers and financial planners. Our mission is to revolutionize giving by educating and inspiring individuals and professionals alike.

  • Donors

    We assist donors in maximizing their philanthropic impact. Through personalized advisory services, we help you identify causes aligned with your values, develop strategic giving plans, and connect you with impactful nonprofits. Our goal is to streamline your philanthropic journey, ensuring your contributions create lasting positive change in communities worldwide.

  • Charities

    We support charities in achieving their missions by offering strategic advisory services. We work closely with organizations to enhance fundraising efforts, educate key staff and board members on unique gifting strategies, and work with their donors to give more efficiently. Our goal is to empower charities to amplify their impact, reach more beneficiaries, and foster long-term sustainability in their initiatives.

  • Advisors

    We partner with professional advisors such as financial planners, accountants, and lawyers to integrate philanthropic strategies into their client service offerings. We provide specialized advisory services that help advisors guide their clients in strategic charitable giving, tax-efficient planning, and estate management. By collaborating with us, advisors can enrich their client relationships, enhance service value, and support their clients in leaving a meaningful legacy through philanthropy.

  • Speaking Engagements

    We leverage public speaking engagements to educate donors, charities, and advisors on effective philanthropic strategies. Our presentations delve into topics such as strategic giving, impact assessment, and sustainable philanthropy practices. By sharing insights and best practices, we empower audiences to make informed decisions, maximize their charitable impact, and collaborate effectively towards achieving shared goals in the philanthropic sector.

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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 - Desjardins Financial Advisor

Helpful Articles

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Implications of the Capital Gains Increase in Canada for Personal Donations

Canada's recent increase in the capital gains inclusion rate, effective June 25, 2024, has stirred significant discussion among investors, philanthropists, and financial professionals.

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