Charitable Planned Giving

Charitable Planned Giving

Make a Difference!

Philanthropy is our passion

You can help your favourite causes while reducing your taxes payable …our clients prefer to leave more for their family and favoured charitable causes and less to the tax department. It’s a win-win.

Mark Halpern’s charitable activities include the design and development of charitable giving programs for many non-profit organizations.

Please contact us to assist with your favourite charity.

Our work with local and national organizations includes:

  • Canadian Cancer Society
  • Markham Stouffville Hospital
  • Southlake Regional Health Centre
  • Shaare Tzedek Hospital
  • Chai Lifeline
  • Oakville Hospital Foundation
  • Jewish Foundation of Toronto

Mark is a sought-after public speaker in Canada and the United States for insurance industry and non-insurance industry events. 
All of Mark's speaking fees are paid directly by event sponsors to the charitable causes we designate.

Investment Executive TV, the multimedia news source for Canada's Financial Advisors, interviewed Mark about his work with charities and how he teaches fellow advisors to incorporate planned giving into their practices. Watch it HERE.

Mark presented a case study on a recent client donation to the Jewish Foundation of Toronto at a Professional Advisory Committee (PAC) breakfast meeting in Toronto. Read the article HERE. Watch his presentation HERE.  

The Canadian Cancer Society published Mark's advice on how to protect RRSPs, eliminate taxes and leave more for favourite charities.
Read "Ask the Planner" HERE.

Investment Executive, Canada's national newspaper for financial advisors, profiled Mark's charitable work.
Read "Committed to his community" HERE.

Mark was the guest speaker at an outreach breakfast for professional advisors at Southlake Regional Health Centre in Newmarket, ON. He presented “Charitable Planned Giving: What Every Advisor Needs to Know” to legal, accounting, investment, insurance, family office and mortgage lending professionals.

Contact Us

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.
Local 416.364.2929
Toll Free 866.566.2001