Jennifer Couldrey's guest appearances

Jennifer Couldrey

Fintech Impact

Float or Founder: Toronto Startup Business Stories

Financial Planning For Canadian Business Owners

Guy Anderson

Melissa Best

Sheldon Brow

Cato Pastoll

Preet Banerjee

Gil Petersil

Mohamad Sawwaf

Shrad Rao

Tom Deans

Kevin Kliman

Jason Pereira

Erin Bury

Chad Davis

Yaron Ben-Zvi

Steve Sanduski

OwlTail

In this 158th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian business founders who wish to make a positive impact on the future of their communities!Episode Highlights:1:20 – Jennifer Couldrey introduces The Upside Foundation.2:14 – How did Jennifer get into this business and how did The Upside Foundation get its start?3:52 – Jennifer breaks down The Upside model.5:56 – Why are these Canadian founders interested in donating equity?8:05 – Jason and Jennifer talk about how The Upside Foundation thrives in the long-game.9:07 – What does a typical deal look like and what factors play into these parameters?10:59 – Where are the donations being directed?13:01 – Is this a one-time donation or a continuously-managed fund?14:59 – Jason and Jennifer discuss how people view different charities.21:12 – What is the feedback that The Upside Foundation is receiving both before and after their clients’ exit events?25:57 – If Jennifer could change one thing in her industry, what would it be?29:12 – What has been the biggest challenge of getting The Upside Foundation to where it is today?30:25 – What motivates Jennifer to get up every day and push forward with The Upside Foundation’s mission?3 Key PointsCanadian founders use The Upside Foundation as a way to make a palpable impact in their communities.Companies are presented with the option of donating via stock options or personal proceeds to the cause of their choice.90% of charitable donations are donated to elite donations such as universities, hospitals, and larger organizations that decide where the money should be allocated. Tweetable Quotes:“It’s a way of embedding this charitable impact into your business from day one.” – Jennifer Couldrey“Part of the reason we have the flexibility to give through stock options or to give through personal proceeds is just to make that decision really easy for people.” – Jennifer Couldrey“Having the ability to course correct is a valuable luxury that I think that is afforded through having these endowments paying out small amounts over large amounts.” – Jason Pereira“When people think about charity, they usually think about helping the poor...but if you actually look at where charitable dollars go, 90% of charitable dollars are going to help elite institutions.” – Jennifer Couldrey“When you have something, it’s hard to give it up. The bigger that number is, the harder it is to cut that check.” – Jason Pereira Resources Mentioned:Facebook – Jason Pereira’s FacebookLinkedIn – Jason Pereira’s LinkedInFintechImpact.co – Website for Fintech ImpactJasonPereira.ca – Sign up for Jason Pereira’s newsletterWoodgate.com – Website for Woodgate FinancialLinkedIn – Jennifer Couldrey’s LinkedInThe Upside Foundation – Website for The UpsideUncharitable – BookBillion Dollar Loser – BookThis Could Be Our Future – Book Hosted on Acast. See acast.com/privacy for more information.

In this 158th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian business founders who wish to make a positive impact on the future of their communities!Episode Highlights:<ul><li>1:20 – Jennifer Couldrey introduces The Upside Foundation.</li><li>2:14 – How did Jennifer get into this business and how did The Upside Foundation get its start?</li><li>3:52 – Jennifer breaks down The Upside model.</li><li>5:56 – Why are these Canadian founders interested in donating equity?</li><li>8:05 – Jason and Jennifer talk about how The Upside Foundation thrives in the long-game.</li><li>9:07 – What does a typical deal look like and what factors play into these parameters?</li><li>10:59 – Where are the donations being directed?</li><li>13:01 – Is this a one-time donation or a continuously-managed fund?</li><li>14:59 – Jason and Jennifer discuss how people view different charities.</li><li>21:12 – What is the feedback that The Upside Foundation is receiving both before and after their clients’ exit events?</li><li>25:57 – If Jennifer could change one thing in her industry, what would it be?</li><li>29:12 – What has been the biggest challenge of getting The Upside Foundation to where it is today?</li><li>30:25 – What motivates Jennifer to get up every day and push forward with The Upside Foundation’s mission?</li></ul> 3 Key Points<ol><li>Canadian founders use The Upside Foundation as a way to make a palpable impact in their communities.</li><li>Companies are presented with the option of donating via stock options or personal proceeds to the cause of their choice.</li><li>90% of charitable donations are donated to elite donations such as universities, hospitals, and larger organizations that decide where the money should be allocated.</li></ol> Tweetable Quotes:<ul><li>“It’s a way of embedding this charitable impact into your business from day one.” – Jennifer Couldrey</li><li>“Part of the reason we have the flexibility to give through stock options or to give through personal proceeds is just to make that decision really easy for people.” – Jennifer Couldrey</li><li>“Having the ability to course correct is a valuable luxury that I think that is afforded through having these endowments paying out small amounts over large amounts.” – Jason Pereira</li><li>“When people think about charity, they usually think about helping the poor...but if you actually look at where charitable dollars go, 90% of charitable dollars are going to help elite institutions.” – Jennifer Couldrey</li><li>“When you have something, it’s hard to give it up. The bigger that number is, the harder it is to cut that check.” – Jason Pereira</li></ul> Resources Mentioned:<ul><li><a href="https://www.facebook.com/jason.pereira" rel="noopener noreferrer nofollow" target="_blank">Facebook</a> – Jason Pereira’s Facebook</li><li><a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> – Jason Pereira’s LinkedIn</li><li><a href="https://www.fintechimpact.co/" rel="noopener noreferrer nofollow" target="_blank">FintechImpact.co</a> – Website for Fintech Impact</li><li><a href="https://jasonpereira.ca" rel="noopener noreferrer nofollow" target="_blank">JasonPereira.ca</a> – Sign up for Jason Pereira’s newsletter</li><li><a href="https://www.woodgate.com/" rel="noopener noreferrer nofollow" target="_blank">Woodgate.com</a> – Website for Woodgate Financial</li><li><a href="https://www.linkedin.com/in/jennifercouldrey/?originalSubdomain=ca" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> – Jennifer Couldrey’s LinkedIn</li><li><a href="https://www.upsidefoundation.ca/" rel="noopener noreferrer nofollow" target="_blank">The Upside Foundation</a> – Website for The Upside</li><li><a href="https://www.amazon.com/Uncharitable-Restraints-Nonprofits-Contemporary-Perspectives/dp/1584659556" rel="noopener noreferrer nofollow" target="_blank">Uncharitable</a> – Book</li><li><a href="https://www.amazon.com/Billion-Dollar-Loser-Spectacular-Neumann/dp/0316461369" rel="noopener noreferrer nofollow" target="_blank">Billion Dollar Loser</a> – Book</li><li><a href="https://www.amazon.com/This-Could-Our-Future-Manifesto/dp/0525560823" rel="noopener noreferrer nofollow" target="_blank">This Could Be Our Future</a> – Book</li></ul> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Upside Foundation with Jennifer Couldrey | E158

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian founders looking to make a difference!Episode Highlights: 1:20 – Jennifer Couldrey introduces Upside Foundation.2:14 – How did Jennifer get into this business and how did Upside Foundation get its start?3:52 – Jennifer breaks down The Upside model.5:56 – Why are these Canadian founders interested in donating equity?8:05 – Jason and Jennifer talk about how Upside Foundation thrives in the long-game.9:07 – What does a typical deal look like and what factors play into these parameters?10:59 – Where are the donations being directed?13:01 – Is this a one-time donation or a continuously-managed fund?14:59 – Jason and Jennifer discuss how people view different charities.21:12 – What is the feedback that Upside Foundation is receiving both before and after their clients’ exit events?25:57 – If Jennifer could change one thing in her industry, what would it be?29:12 – What has been the biggest challenge of getting Upside Foundation to where it is today?30:25 – What motivates Jennifer to get up every day and push forward with Upside Foundation’s mission?3 Key PointsCanadian founders use Upside Foundation as a way to make a palpable impact in their communities.Companies are presented with the option of donating via stock options or personal proceeds to the cause of their choice.90% of charitable donations are donated to elite donations such as universities, hospitals, and larger organizations that decide where the money should be allocated. Tweetable Quotes:“It’s a way of embedding this charitable impact into your business from day one.” – Jennifer Couldrey“Part of the reason we have the flexibility to give through stock options or to give through personal proceeds is just to make that decision really easy for people.” – Jennifer Couldrey“Having the ability to course correct is a valuable luxury that I think that is afforded through having these endowments paying out small amounts over large amounts.” – Jason Pereira“When people think about charity, they usually think about helping the poor...but if you actually look at where charitable dollars go, 90% of charitable dollars are going to help elite institutions.” – Jennifer Couldrey“When you have something, it’s hard to give it up. The bigger that number is, the harder it is to cut that check.” – Jason PereiraResources Mentioned:Facebook – Jason Pereira’s FacebookLinkedIn – Jason Pereira’s LinkedInWoodgate.com – SponsorFintechImpact.co – Website for Fintech Impactjasonpereira.ca – Jason Pereira’s WebsiteLinkedIn – Jennifer Couldrey’s LinkedInUpside Foundation – Website for The UpsideUncharitable – BookBillion Dollar Loser – BookThis Could Be Our Future – BookTranscript Hosted on Acast. See acast.com/privacy for more information.

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian founders looking to make a difference!Episode Highlights: <ul><li>1:20 – Jennifer Couldrey introduces Upside Foundation.</li><li>2:14 – How did Jennifer get into this business and how did Upside Foundation get its start?</li><li>3:52 – Jennifer breaks down The Upside model.</li><li>5:56 – Why are these Canadian founders interested in donating equity?</li><li>8:05 – Jason and Jennifer talk about how Upside Foundation thrives in the long-game.</li><li>9:07 – What does a typical deal look like and what factors play into these parameters?</li><li>10:59 – Where are the donations being directed?</li><li>13:01 – Is this a one-time donation or a continuously-managed fund?</li><li>14:59 – Jason and Jennifer discuss how people view different charities.</li><li>21:12 – What is the feedback that Upside Foundation is receiving both before and after their clients’ exit events?</li><li>25:57 – If Jennifer could change one thing in her industry, what would it be?</li><li>29:12 – What has been the biggest challenge of getting Upside Foundation to where it is today?</li><li>30:25 – What motivates Jennifer to get up every day and push forward with Upside Foundation’s mission?</li></ul> 3 Key Points<ol><li>Canadian founders use Upside Foundation as a way to make a palpable impact in their communities.</li><li>Companies are presented with the option of donating via stock options or personal proceeds to the cause of their choice.</li><li>90% of charitable donations are donated to elite donations such as universities, hospitals, and larger organizations that decide where the money should be allocated.</li></ol> Tweetable Quotes:<ul><li>“It’s a way of embedding this charitable impact into your business from day one.” – Jennifer Couldrey</li><li>“Part of the reason we have the flexibility to give through stock options or to give through personal proceeds is just to make that decision really easy for people.” – Jennifer Couldrey</li><li>“Having the ability to course correct is a valuable luxury that I think that is afforded through having these endowments paying out small amounts over large amounts.” – Jason Pereira</li><li>“When people think about charity, they usually think about helping the poor...but if you actually look at where charitable dollars go, 90% of charitable dollars are going to help elite institutions.” – Jennifer Couldrey</li><li>“When you have something, it’s hard to give it up. The bigger that number is, the harder it is to cut that check.” – Jason Pereira</li></ul> Resources Mentioned:<ul><li><a href="https://www.facebook.com/jason.pereira" rel="noopener noreferrer nofollow" target="_blank">Facebook</a> – Jason Pereira’s Facebook</li><li><a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> – Jason Pereira’s LinkedIn</li><li><a href="https://www.woodgate.com/" rel="noopener noreferrer nofollow" target="_blank">Woodgate.com</a> – Sponsor</li><li><a href="https://www.fintechimpact.co/" rel="noopener noreferrer nofollow" target="_blank">FintechImpact.co</a> – Website for Fintech Impact</li><li><a href="https://jasonpereira.ca/" rel="noopener noreferrer nofollow" target="_blank">jasonpereira.ca</a> – Jason Pereira’s Website</li><li><a href="https://www.linkedin.com/in/jennifercouldrey/?originalSubdomain=ca" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> – Jennifer Couldrey’s LinkedIn</li><li><a href="https://www.upsidefoundation.ca/" rel="noopener noreferrer nofollow" target="_blank">Upside Foundation</a> – Website for The Upside</li><li><a href="https://www.amazon.com/Uncharitable-Restraints-Nonprofits-Contemporary-Perspectives/dp/1584659556" rel="noopener noreferrer nofollow" target="_blank">Uncharitable</a> – Book</li><li><a href="https://www.amazon.com/Billion-Dollar-Loser-Spectacular-Neumann/dp/0316461369" rel="noopener noreferrer nofollow" target="_blank">Billion Dollar Loser</a> – Book</li><li><a href="https://www.amazon.com/This-Could-Our-Future-Manifesto/dp/0525560823" rel="noopener noreferrer nofollow" target="_blank">This Could Be Our Future</a> – Book</li></ul> <a href="https://jasonpereira.ca/all-content-jason-pereira-toronto/donating-before-you-exit-e036" rel="noopener noreferrer nofollow" target="_blank">Transcript</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Donating Before You Exit with Jennifer Couldrey| E036

There are many ways to give back through your time, financial contribution, or sharing about your favourite initiatives. While Jennifer Couldrey has given back to non-profits, she sees the Upside Foundation as a way to make a broader impact. The Upside Foundation provides tech or startup companies the ability to pledge 1% of their equity to a cause of their choice upon IPO or exit, locking in that commitment and ensuring social responsibility is part of a startup's broader strategy. Jennifer Couldrey talks about how to contribute, scale your contribution, and why it matters that companies give back.Support the show (https://www.floatorfounder.com/partners)

There are many ways to give back through your time, financial contribution, or sharing about your favourite initiatives. While Jennifer Couldrey has given back to non-profits, she sees the Upside Foundation as a way to make a broader impact. The Upside Foundation provides tech or startup companies the ability to pledge 1% of their equity to a cause of their choice upon IPO or exit, locking in that commitment and ensuring social responsibility is part of a startup's broader strategy. Jennifer Couldrey talks about how to contribute, scale your contribution, and why it matters that companies give back.<a href="https://www.floatorfounder.com/partners" rel="payment nofollow" target="_blank">Support the show</a> (<a href="https://www.floatorfounder.com/partners" rel="nofollow" target="_blank">https://www.floatorfounder.com/partners</a>)

Float or Founder: Episode 3 - Jennifer Couldrey of Upside Foundation