Turning 2021 taxes into charitable gifts for 2022
Tax Minimization and Philanthropy. A match made in heaven!
Will Power
A very honest “Aha” moment
Brilliant Philanthropy @ Burlington Community Foundation
New issue of CharityMATTERS, our Philanthropy newsletter
The latest (8th) issue of CharityMATTERS, our Philanthropy newsletter, was just posted at here.
To get future newsletters directly and hot off the press, consider subscribing here
If you are involved with Charities or Foundations in need of help, please contact us for a copy of our report “Legacy Planned Giving Process: 15 Steps to Success”
We love sharing best practices and valuable insights to help raise much-needed money for Charities and Foundations.
Did you know that donating cash, cheques and credit cards is likely the least cost-efficient way to be generous?
Happy to send you our One Pager called “More Than 20 Better Ways than Cash, Cheques or Credit Cards To Be Generous.”
National Webinar Event - Canadian Hadassah-WIZO (CHW)
If you are old enough and grew up in the GTA, you probably remember the Hadassah Bazaar.
It was organized by Canadian Hadassah-WIZO (CHW), a women's volunteer organization (my late mother, of blessed memory, was a member) which raises money to fund health, social welfare and education programs in Canada and Israel.
Long before dollar stores and the internet, the Bazaar was a legendary annual fundraiser that people looked forward to attending.
It was a real happening - a genuine BIG flea market - attended by thousands.
It ran for 84 years until 2008, often at the CNE grounds.
I was delighted when Lisa Colt-Kotler invited me to speak at the national webinar event on October 18th where I explained several giving strategies available to generous people who like the idea of creating a legacy and paying less tax.
FREE VACATIONS FOR NEEDY FAMILIES
FREE VACATIONS FOR NEEDY FAMILIES
That was the concept pitched to me by my dear friend and client David Fine.
“What a terrible idea! Who is going to fund that?” scoffed the naysayers.
I LOVED the concept and I’m so proud to have been personally involved, working with David, to create and raise funding for this wonderful initiative.
Helping charities and those in need is our personal and professional responsibility. Until now though, I‘ve never had the opportunity to help get a grassroots initiative like this off the ground.
As you’ll read in this article, we were blessed by a timely sequence of very fortunate events.
Exercising Accidental Philanthropy™
Attention: Insurance Advisors, Estate Planners, DAF Fundholders and Aspiring Philanthropists.
Creative Charitable Gifting Strategies
The latest issue of Foundation Magazine contains my second article on Strategic Philanthropy, published under my column banner "The Accidental Philanthropist™”
"Creative Charitable Gifting Strategies" describes several effective and often-overlooked ways for generous people to support the causes they care about in the most cost and tax-effective manner.
I love sharing strategies and planning ideas with fellow advisors, so they can help their own clients become "Accidental Philanthropists™.
Can you imagine Colonel Sanders sharing his secret recipe with every chicken seller - including all 11 herbs and spices?
We like to share our “secret sauce” as it brings us closer to achieving our corporate goal of creating $100 million of new charitable gifts each year working with clients, charities and allied professionals.
A great interview on the Tonic Talk Show
I love hearing about philanthropic gifts inspired by our activities
A shout out to my dear friends Frank De Lio and Mauro Arturi
A shout out to my dear friends Frank De Lio and Mauro Arturi, Senior Executive Directors who lead a group of more than 500 advisors in the FML Organization of Experior Financial Group.
We’ve spoken over the last few years about developing an advanced training program for their top advisors to learn how to work with HNW and UHNW clients.
Our 2 hour kick-off session yesterday was attended by 2 dozen of the top Executive Directors in the FML Organization!
I explained the importance of being problem solvers and building a team of professionals to help sophisticated clients understand the importance and use of tax-exempt insurance for business owners, entrepreneurs, professionals and affluent families.
They especially loved learning about the use of strategic philanthropy to help clients convert taxes into charity.
Two hours went by so quickly.
Sharon Halpern, of blessed memory