CharityMATTERS™

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CharityMatters
May 2023
 
Hope you are well.

Hope you are well.

Our activities in the charitable space continue to expand. We are currently assisting around 60 organizations across Canada, developing legacy planned giving initiatives.
 
In many cases we act as part of their team as their Legacy Process Coordinator to help major donors create gifts in the most cost and tax-effective way. 

My Par Gift™
 
This unique, single-premium Life Insurance policy created by Canada Life for charitable giving continues to attract a lot of attention among estate planning professionals.

Some  of my recent articles:
 
Foundation Magazine
https://wealthinsurance.com/webdoc/Strategic-Philanthropy-Using-Life-Insurance-Just-Got-Easier.pdf
 
Wealth Professional, an on-line publication for insurance, investment and tax planning advisors, interviewed me for this article about My Par Gift™ 
https://www.wealthprofessional.ca/investments/life-and-health-insurance/new-one-pay-only-par-life-insurance-product-is-a-shot-in-the-arm-for-charity/375412
 
 The TaxLetter®
https://wealthinsurance.com/webdoc/TaxLetter-My-Par-Gift.pdf
 
Investors Digest of Canada®
https://wealthinsurance.com/webdoc/Investors-Digest-May-5-2023-Single-Premium-Strategic-Philanthropy-standalone.pdf
 

LinkedIn Live Philanthropy Friday
 
I’ve been hosting a series of ‘Philanthropy Friday’ events on LinkedIn Live where I share strategies to convert taxes to charity and transition from Success to Significance. Click this link to watch a replay of the May 12th event intended for Charities & Foundations’ Board Members, Donors, Senior Management, and Development Staff.

Please connect with me on LinkedIn to receive important news and invitations to future events directly and on a timely basis.
 

Help us create $1 Billion of New Philanthropy Annually

All of the foregoing activities bring us closer to achieving our goal of raising $1 Billion of new charity annually as we continue to develop a community of 100 Allied Professionals (Accountants, Lawyers, Insurance Advisors, Investment Advisors, Bankers, Estate Planners) AND Charities/Foundations who want to build their legacy planned giving programs.

Please visit https://wealthinsurance.com/billion.php and consider joining us to do good and do well together.
 
We have more than 30 years of wisdom and knowledge to share with charities, foundations, donors, and generous clients to do good and do well.
 
Don’t hesitate to contact us – we’d love to help you.

Take care,
 
Mark


 

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