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September 2024
Hope you are well and enjoyed a great summer!
Time has been flying by, and we’ve been busier than ever.
Philanthropy Friday on LinkedIn Live
Our audience continues to expand with every bi-weekly episode of “Philanthropy Friday” webinars on LinkedIn Live.
The growing audience includes Charities, Foundations, Donors, Insurance & Investment Advisors, Estate Planners and Professional Advisors.
I’ve been hosting it on alternating Friday’s from 12:00-1:00 pm EDT, usually accompanied by expert guests from several fields, all active in a variety of philanthropic endeavours.
Our wide-ranging guest roster has included tax specialists, lawyers, accountants, philanthropy professionals, and technology thought leaders.
Every episode is recorded and in case you missed an episode or want to watch something again, follow this link to access the entire library of episodes:
Mark Halpern CFP, TEP, MFA-P - LinkedIn Live Events
Help us create $1 BILLION of Philanthropy
Join Our Community of 100 Allied Professionals, Accountants, Lawyers, Insurance Advisors, Investment Advisors, Bankers, Estate Planners.
As trusted advisors and gatekeepers of our clients’ wealth, this is our wonderful opportunity to do good and do well by helping people with legacy planned giving, often by converting taxes to charity.
Learn more and join our Philanthropy Community:
WEALTHinsurance.com ™ - Creating $1 Billion of New Philanthropy Annually
Foundation Magazine
Here’s my latest article published in Foundation Magazine titled “Tax Changes Highlight Value of Philanthropic Planning.”
Read it here: https://bit.ly/TaxChangesHighlightValue
Despite the June 2024 increase in the capital gains inclusion rate to 66.6%, we’ve identified several opportunities for taxpayers to pay less tax and preserve wealth, often just by converting taxes into generous charitable gifts.
There’s never been a better time for professional advisors and charities to help clients and donors incorporate Strategic Philanthropy into their tax and estate planning.
Recent Speaking Events
I’ve had the pleasure of speaking at several events in recent months.
Most recently, Ottawa Jewish Community Foundation, Montreal Jewish Community Foundation, Tru-Stone Academic Symposium, Elder Planning Issues Conference and National Advisor Conference and Trade Show.
Upcoming Speaking Events
Peace Arch Foundation in Surrey, British Columbia
Advocis South Saskatchewan in Regina, Saskatchewan
Health Care Foundation in St. John's Newfoundland
St. Andrew’s College in Aurora, Ontario
National Council of Jewish Women Canada in Toronto
Does Your Charity/Foundation Need Fundraising Help?
Our work with charities and foundations during 33 years of professional practice has produced a considerable body of knowledge, experience and best practices you will want to know about for your organization.
We have helped raise hundreds of millions for charitable organizations, usually by educating their supporters on strategies to convert taxes to generous gifts and sharing best practices with allied professionals in the fields of life insurance, accounting, law and financial services.
Please don’t hesitate to contact us to explore legacy planned giving opportunities and to set up a time for a zoom meeting or old-fashioned phone call. It will be a great investment of time, and we would love to help
Power Of Platinum™ – Coaching & Mentoring Program
Are you an Insurance or Investment Advisor who has (or wants) HNW clients and wants to become a specialist in how to incorporate Strategic Philanthropy Using Life Insurance into your client's estate planning?
I love sharing wonderful strategies to help charities raise much-needed funds while helping clients preserve their wealth. Members of our profession are uniquely qualified to help clients preserve their money, often by converting taxes to charity. Learn how to do it or collaborate - but don't ignore the opportunity to do good and do well.
That’s the very core of our unique Power of Platinum™ mentoring and coaching program developed with Jim Ruta, now entering its 5th year of excellence.
Our next cohort begins on Tuesday October 15th 2024 register now and please reach out to me to discuss.
Visit www.PowerOfPlatinum.com for more information, more testimonials and complete curriculum details. Let’s do good and do well together!
Please share this information with any other advisors that may find this of interest. Thank you!
Let’s Connect
Please connect with me on LinkedIn to ensure you receive timely announcements, event notices, etc., and let me know if you have any questions, suggestions, or if you would like to be a guest for future episodes of Philanthropy Friday.
In case you missed an earlier edition of CharityMATTERS, click here to see every issue.
Thanks in advance
Mark
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