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Hope you are well.
Happy and Healthy 2018.
Spring is around the corner.
Welcome to the first issue of CharityMATTERS™, our newsletter devoted to Philanthropy, Legacy Planning and Charitable Planned Giving.
Helping worthy causes is the most gratifying work we do.
We help charities raise more money from generous donors who prefer to leave more in charitable legacies and less for the tax department - a win/win by every measure.
2017 was a busy year, during which we assisted in the development of planned giving programs and/or facilitated major gifts for many great organizations, including St. Michael’s Hospital Foundation, The National Arts Centre in Ottawa, Canadian Cancer Society, Jazz.fm, Jewish Federation of Toronto, Canadian Shaare Zedek Hospital Foundation, and others.
2018 will be even busier, as more charities ask for our help developing planned giving programs, and more donors seek our advice on cost-effective and tax-advantaged strategies to support the causes they care about. |
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| Company founder and President Mark Halpern received the highest level of recognition from Manulife Financial to honour his professional achievements over the last 26 years. Only 165 advisors have received the Five Star Master Builder award since the program began in 1961. |
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Mark returned as guest speaker for the North York District Chartered Professional Accountants Association (NYDCPAA) at the Donalda Club in Toronto. He presented ‘The Strategic Use of Life Insurance to Reduce Taxes, Preserve Wealth and Enhance Philanthropy' and explained strategies using tax-exempt life insurance to preserve and grow wealth and enhance charitable planned giving.
The TaxLetter® published “Maximize Giving, Minimize Taxes” Mark’s article that describes several cost-effective strategies for charitable giving that maximize the funds received by favourite causes while reducing donors’ taxes and enhancing estate values.
Mark was honoured to receive the Professional Advisors Award of Excellence from the Jewish Foundation of Greater Toronto Professional Advisory Committee. |
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| Mark was interviewed on Classical FM Radio about the Leave a Legacy™ program. Listen here |
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The TaxLetter® published “CPP Philanthropy™”, Mark’s article that describes several ways to use government supplied funds to make large charitable gifts, eliminate taxes and leave more for your family.
Jazz.fm produced a four-part series of podcasts with Mark and Ross Porter, President, CEO and Canada’s preeminent jazz broadcaster. They discussed the benefits of planned giving strategies and how to leave less for the tax department and more for charity and family.
Listen: Podcast #1, Podcast #2, Podcast #3, Podcast #4 |
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The Globe and Mail published a special supplement "Estate Planning and Wills" with Mark's op/ed "Strategies for charitable giving and tax saving". It describes several overlooked ways to use those government-supplied CPP funds to make large charitable gifts, mitigate taxes and leave more for family and loved ones.
As a proud supporter of Regesh Family and Child Services, WEALTHinsurance.com sponsored The Night of Broken Glass event commemorating Kristallnacht. Regesh is a registered Canadian charity widely known for its clinical treatment of children, youth and families of all nationalities since 1983. |
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2018 – An Exciting Year Ahead |
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| Introducing Julia Roudakova: Senior Associate Philanthropy |
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We are delighted to welcome Julia to our growing team. With 17 years of successful experience in the financial services industry, Julia recently relocated from Vancouver to help us advance the benefits and values of charitable giving.
Her passion for philanthropic communities led to great success connecting many charities and supporters through her financial planning, volunteer work, public speaking and media liaison roles.
As a recipient of numerous awards in both the financial advisory and charitable sectors, Julia was responsible for directing substantial charitable contributions to more than 600 worthy causes through her exceptional relationships with clients, financial institutions and non-profit organizations.
A member of the Million Dollar Round Table (MDRT), Julia also assumed leadership roles in the national education and advocacy focused Canadian Association of Gift Planners, and served as Chair for Vancouver’s LEAVE A LEGACY™ program. |
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If you live in the Toronto area, you probably know a friend or family member who has been treated at our world-famous Hospital for Sick Children.
It’s a world-class health facility that welcomes patients from around the world, and we are so lucky to live nearby.
They now plan to rebuild it entirely, from the ground up, at a cost of $1.3 BILLION.
The SickKids Foundation recently invited Mark to join their Professional Advisors Council to assist in the largest hospital fundraising campaign in Canadian history.
We are honoured and excited to be part of this historic endeavour and look forward to sharing our creative insurance strategies to facilitate substantial donations and helping to achieve the fundraising goal. |
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| 2018 Leave a Legacy™ Information Series |
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Our CPP Philanthropy™ strategy has already raised millions for charity using government benefits while saving millions of tax dollars for generous donors. It is an easy way for successful Canadians to make gifts of $1 million or more to charities or loved ones while enjoying substantial tax benefits.
Who do you know?
Please share this newsletter with your family, friends and colleagues.
They can subscribe to receive it directly by clicking here.
Our charitable activities include the design and development of charitable giving programs for many non-profit organizations.
We are available to speak to individuals or groups about the substantial tax benefits available to charitable people.
Do you know someone who would benefit from meeting us?
Please contact us to assist with your favourite charity.
We’d love to help.
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Mark Halpern, CFP, TEP
Certified Financial Planner
Trust & Estate Practitioner
210-600 Cochrane Drive
Markham, Ontario L3R 5K3
(905) 475-1313
info@WEALTHinsurance.com
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