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Happy belated Canada Day.
Hope you are well and enjoying the beautiful summer weather.
We Canadians, known for our generosity, are so fortunate to live in this big and wonderful country!
Sharing good fortune has forever been the foundation of philanthropy.
We help charitable people support their favourite causes in more meaningful ways, with creative and tax-advantaged planned giving strategies.
Given the opportunity to become more charitable instead of paying more taxes, most people choose to be remembered for their generosity instead of their tax bills.
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Leave a Legacy™ Series Update |
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Mark Halpern was interviewed on the morning radio shows about the upcoming Leave a Legacy™ Series by Zoomer Media radio stations.
Listen: Zoomer 740 Classical 96.3 |
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The 2018 Leave A Legacy® Series launched at the Toronto Reference Library. Attendance at the 1st of 7 events exceeded expectations. We anticipate a very successful series
Calendar of Events: here
Program Book: here
Our friends at Zoomer Media (Classical FM and Zoomer Radio) and MPL Communications (publishers of The TaxLetter® and Investors Digest) provided media support and deserve special thanks.
Radio Ad: Listen here.
Please encourage your clients and donors to attend. There is no cost and absolutely no solicitation. It’s all about raising awareness for planned giving through efficient tax and estate planning.
Hope to see you at the events. |
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The 2nd of 7 Leave A Legacy® Series event took place at the Royal Ontario Museum. The topic was “Smart Estate and Philanthropic Planning for Women”.
Attendance exceeded expectations, a great event.
Zoomer Media aired this pre-event announcement on Classical 96.3 and Zoomer740 radio. Listen here. http://bit.ly/2l0KbtP |
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Julia Roudakova, our Senior Advisor Philanthropy, attended the “The Future of Generosity”, the National Conference on Strategic Philanthropy presented by the Canadian Association of Gift Planners in snowy Winnipeg, Manitoba.
The annual event gathers charitable gift planners and professional advisors from across Canada to learn, collaborate and network.
If you are involved in Planned Giving, we encourage you to join the CAGP network of more than 1,200 philanthropic professionals. |
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Julia attended “Celebrating Women & Philanthropy", an event presented by SickKids Foundation and TD Bank.
Over the next 10 years, women will be the beneficiaries of an estimated $900 Billion. By 2026 women will control 48% of wealth in Canada
Mark is a member of SickKids’ Professional Advisors Council, assisting the largest hospital fundraising campaign in Canadian history. |
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| Mark and Rhonda Halpern were honoured by The Jewish Foundation and inscribed in The Book of Life, a growing archival collection of family stories from those who have left a legacy to ensure the future of the Jewish community. |
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Mark was a member of the steering committee, moderator, and keynote speaker for the inaugural High Net Worth Invitational Forum presented by the Northwind Professional Institute at Langdon Hall in Cambridge, ON.
He presented “The Strategic Use of Life Insurance for Business Owners and Affluent Families” and shared best practices, including Philanthropy, with like-minded professional colleagues. |
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| Julia attended "Wonderful Women" presented by Weizmann Canada. The event celebrated 10 years of advancing women in science. |
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St. Michael’s Hospital Foundation invited Mark to speak at their Financial & Estate Planning Seminar for donors. Mark's presentation “How to Minimize Taxes and Maximize Giving” explained several strategies to leave more for family and charity instead of the tax department.
Co-presenter Matthew Urback of Shibley Righton LLP, educated donors about the perils of estate litigation and the importance of planning wills and trusts properly. |
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Mark was keynote speaker at an oversubscribed invitation-only Professional Advisor event for insurance advisors and estate planning professionals hosted by The Jewish Foundation of Greater Toronto.
He presented “Philanthropy for Your Clients” and explained why being knowledgeable about gifting strategies and addressing clients’ philanthropic values are essential skills. The session focused on how to begin the “philanthropic conversation” and how to include tax-advantaged philanthropy in clients’ overall financial planning.
Professional fundraisers from other charities also attended, including Aneil Gokhale, Director of Philanthropy, Toronto Foundation; Eva Avramis, SickKids Foundation, and Becki Willoughby Baycrest Foundation. |
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The CPP Philanthropy™ strategy, has been embraced by many charitable organizations, and continues to gain traction among generous people who are collecting CPP benefits from the government, and don’t need the money to pay bills.
It’s extremely gratifying to help worthy causes raise considerable sums using money that would otherwise be going to the tax department. |
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| Mark will be keynote speaker at the 7th and final Leave a Legacy™ Series event at the North York Public Library. He will explain the CPP Philanthropy™ strategy and other charitable giving ideas that reduce taxes without impacting lifestyle needs. |
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Need a Keynoter, Host or Moderator? |
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Mark is an engaging, passionate and authoritative speaker with the ability to break down charitable giving strategies and make them less complex for donors, fundraisers, and estate planning professionals.
He is a sought-after speaker in Canada and the United States for insurance industry and non-insurance events.
All speaking fees are paid by event sponsors directly to the charitable causes we designate. We are delighted to have raised hundreds of thousands for great causes.
Contact us |
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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 an individual or organization who would benefit from meeting us?
Please Contact us to assist with your favourite charity.
We’d love to help.
Thanks in advance for sharing this with members of your network.
They can subscribe to receive this newsletter directly by clicking here.
Take care and have a great summer!
Mark Halpern |
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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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