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Monday October 22, 2018
I hope you are well and enjoying the cooler fall weather.
Sharing good fortune has forever been the foundation of philanthropy, and we Canadians (widely known for our generosity) are so fortunate to live in this big and wonderful country!
Philanthropy is a rapidly growing segment of our insurance and estate planning practice, now enjoying our 27th year.
We help charitable people support their favourite causes in more meaningful ways, using creative and tax-advantaged giving strategies.
On the other side of the giving ledger, we also help a wide range of charities raise much-needed funds, helping with the design, development and implementation of charitable giving programs.
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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We were very proud to return for the 2nd year as Exclusive Lead Sponsor of the 2018 Leave a Legacy™ Information Series presented by The Canadian Association of Gift Planners GTA Chapter. Overall attendance exceeded expectations, and we look forward to a bigger series next year.
Calendar of Events: here
Program Book: here |
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Mark was the keynote speaker at the 7th and final Leave a Legacy™ Series event at the North York Public Library in Toronto. He explained the CPP Philanthropy™ strategy and other charitable giving ideas that reduce taxes without impacting lifestyle needs.
Ashley Doidge of Stancer, Gossin, Rose LLP joined Mark as co-presenter. Her legal practice is focused on Estate Planning and Estate Administration. Their presentation “How to Minimize Taxes and Maximize Giving” explained how generous people can support favourite causes using money that would otherwise go to the tax department.
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.
Mark was interviewed on the morning radio shows of Zoomer Media radio stations about the Leave a Legacy™ Series.
Listen: Zoomer 740 Classical 96.3
Radio Ad: Listen here.
Admission was free and there was absolutely no solicitation at any of the events. It’s all about raising awareness for charitable giving through efficient tax and estate planning.
We hope to see you at the events next year.
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We are proud members of the Canadian Association of Gift Planners (CAGP) a national association that inspires and educates the people involved in strategic charitable gift planning. CAGP advocates for a beneficial tax and legislative environment that strengthens philanthropic giving, creates a networking environment with like-minded professionals and experts, and provides access to outstanding learning opportunities and professional development.
A national, non-profit organization established in 1993, CAGP is the only Canadian professional association that brings together charitable fundraisers and professional advisors.
With 20 local Chapters across the country, CAGP plays a vital role in building relationships and engaging members to strengthen philanthropy and strategic charitable gift planning.
If you are involved in Planned Giving, you are encouraged to join the CAGP network of more than 1,200 philanthropic professionals. |
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We were proud to sponsor the JAZZfm Inaugural Charity Golf Tournament at the beautiful Eagles Nest Golf Club.
It was a great opportunity to meet so many supporters of Canada’s only not-for-profit radio station, say hello, enjoy a sip of scotch and a sushi nosh catered by our friends Barry and Daniel Chaim of EDO Restaurant. |
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Mark attended WE Day at Toronto’s Scotiabank Arena (formerly known as Air Canada Centre).
The place was buzzing with 18,000+ incredibly enthusiastic students, all with a strong commitment to volunteerism and philanthropy (that was the price of admission)!
The event was presented by WE Charity, a global movement that brings people together and gives them the tools to change the world. Making doing good, doable!
The youth centric international organization was founded by Craig and Mark Kielburger in 1995.
We highly recommend that you empower your own children to earn their own ticket for next year!
Lauren Albert hosted Mark in impACT Giving’s private box. They were joined by Aneil Gokhale (Toronto Foundation), Janet Aizenstros (Ahava Group), Elke Rubach (Rubach Wealth), Bruno & Davide Codispoti (Brandfusion), Eric Boulden (Jump Branding & Design Inc.), Andrew Au (Intercept Group), Ori Mandowsky (Gluskin Sheff) and Ana Yuristy (The Drake) |
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| Mark discussed the importance of Strategic Philanthropy with more than 50 accounting professionals at Crowe Soberman LLP, Chartered Professional Accountants, one of the largest public accounting and advisory firms in Canada. His presentation, “Speaking Philanthropy with Clients”, included several examples of how to magnify charitable gifts using money that would otherwise go to the tax department. |
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| Mark met with the partners and staff of SBLR LLP, Chartered Professional Accountants, a local mid-sized accounting firm. He discussed Strategic Philanthropy, provided an insurance update on recent tax law changes and explained why financial professionals, as gatekeepers, bear a unique responsibility to help clients with philanthropy. |
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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 from donors using money that would otherwise be going to the tax department. Read this one pager.
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Mark will be a keynote speaker at an invitation-only donor event for Weizmann Canada.
He will be joined by Risa Awerbuck, an estate planning lawyer and partner at Torkin, Manes LLP.
They will explain strategies to minimize taxes and maximize the impact of philanthropy. |
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Mark will be a keynote speaker at csbEnvision8, the premier national U.S. conference for Jewish Life Insurance professionals. He will explain the importance of strategic philanthropy and present several case studies.
The event gathers leading insurance advisors from the tri-state area (New York, New Jersey and Connecticut) and beyond. |
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Mark will co-host an invitation-only Professional Advisor event for insurance advisors and estate planning professionals at The Jewish Foundation of Greater Toronto.
He will present “Philanthropy for Your Clients” and explain why being knowledgeable about gifting strategies and addressing clients’ philanthropic values are essential skills for every planning professional. The session will focus on how to begin the “philanthropic conversation” and how to include tax-advantaged philanthropy in clients’ overall financial planning. |
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Need a Keynoter, Host or Moderator? |
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Mark Halpern 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.
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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