Philanthropy Friday – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Philanthropy Friday

Mark Halpern

Business & Entrepreneuriat

Fréquence : 1 épisode/14j. Total Éps: 2

Welcome to Philanthropy Friday, the podcast where wealth, purpose, and legacy intersect. Hosted by Mark Halpern, CFP, TEP, MFA-P, one of Canada's top life insurance and strategic philanthropy advisors, this show explores how to turn taxes into charity and create lasting impact through planned giving. Each week, Mark invites influential guests from the worlds of wealth management, law, fundraising, and philanthropy to share powerful stories, strategies, and opportunities for advisors, donors, and charities alike. Whether you're an advisor helping clients navigate complex estates, a donor looking to leave a meaningful legacy, or a charity exploring smarter fundraising strategies, this podcast is your playbook for tax-smart generosity and transformational giving. Less tax. More legacy.

Lire plusRéduire

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇨🇦 Canada - management
03/06/2026
#71
🇨🇦 Canada - management
10/04/2026
#52
🇨🇦 Canada - management
25/03/2026
#73
🇨🇦 Canada - management
07/01/2026
#41
🇨🇦 Canada - management
06/01/2026
#79

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://wealthinsurance.com/
4 partages

https://www.linkedin.com/in/markhalperncfptepmfap/
4 partages

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 59%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Ep #2 - Unlocking the Power of Flow-Through Shares for Tax-Efficient Giving with Mark Halpern, Ken Stern and Peter Nicholson

vendredi 3 octobre 2025 • Durée 52:02

In this must-listen episode, Mark Halpern is joined by two national experts Peter Nicholson (Founder of WCPD) and Ken Stern (Philanthropic Advisor at Capital Ideas) to break down one of the most misunderstood and underutilized tax planning tools in Canada: flow-through shares.

If you're a generous donor, financial advisor, or charitable organization looking to maximize impact while minimizing tax, this episode will radically shift your perspective on what's possible. With the right strategy, flow-through shares can allow you to give $100,000 to charity for as little as $1,000 out of pocket.

In This Episode, We Cover:

✔️ What flow-through shares are and why they're a game-changer for philanthropy
✔️ Why most accountants and advisors still aren't talking about this strategy
✔️ How to use flow-through shares to double your tax benefits and avoid market risk
✔️ CRA's perspective: Why this isn't a loophole, but government-endorsed policy
✔️ How this strategy helps Canada lead in both mining and generosity
✔️ Step-by-step walkthrough of how the transaction works from analysis to execution
✔️ AMT (Alternative Minimum Tax) myths debunked - what you really need to know
✔️ Who this strategy is for (and why it's not just for the ultra-wealthy)
✔️ Real examples of donors giving $100K to charity for just pennies on the dollar
✔️ The perfect partnership between life insurance and flow-throughs in a giving strategy
✔️ Why now is the best time to plan before demand surges in Q4

Key Quote:

"If you're already giving, why not do it in the most cost and tax-efficient way possible? Flow-throughs are a no-brainer strategy for the generous."

Connect with Mark:

→ LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
→ Website: https://wealthinsurance.com/
→ Email: mark@wealthinsurance.com

Listen & Subscribe:

Tune in to more episodes of Philanthropy Friday on Spotify: Listen Here (Spotify Link to be added)

Loved this episode?
Take a screenshot, share it on LinkedIn, and tag Mark! Follow Mark on LinkedIn for all things Estate Planning, Life Insurance, Strategic Philanthropy and Tax Mitigation.

I'm on a mission to create $1B dollars a year of charity and to help you go from Success to Significance.

Lire plusRéduire

Ep #1 - How to Build a Legacy Giving Program That Actually Works with Mark Halpern and Ed Sluga

vendredi 19 septembre 2025 • Durée 50:06

In this powerful episode of Philanthropy Friday, Mark Halpern sits down with Ed Sluga, President of PGgrowth, to unpack the incredible potential of planned legacy giving for charities, donors, and professional advisors alike.

Ed shares how PGgrowth helps nonprofits from grassroots organizations to national institutions, design and implement sustainable legacy giving programs that drive long-term mission impact. Whether you're a fundraiser, advisor, or HNW donor, this conversation will reframe the way you think about strategic philanthropy and legacy planning.

If you're wondering where to begin, how to overcome the "ick factor" of talking about death, or how to inspire donors to give beyond their lifetime, this episode is your playbook.

In This Episode, We Cover:

✔️ Why most charities are leaving millions on the table by ignoring planned giving
✔️ The difference between asset acquisition and asset distribution life stages and how to tailor your messaging accordingly
✔️ The myth of needing a massive team or complex system to get started
✔️ The "incremental build" approach that helped one charity grow from $400K to $4M in annual gifts
✔️ Why legacy gifts increase annual giving by up to 41%
✔️ How life insurance and tax-efficient estate planning can turn tax dollars into charitable dollars
✔️ The collaborative power of the PGgrowth and WealthInsurance partnership
✔️ What you can do within the next 48 hours to take action and get started

Key Quote:

"It's not about disinheriting your kids. It's about disinheriting the tax department and adopting causes you care about."

Connect with Mark:

→ LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
→ Website: https://wealthinsurance.com/
→ Email: mark@wealthinsurance.com

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à Philanthropy Friday. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !

À propos Méthodologie Contact Me soutenir Politique de confidentialité

Philanthropy Friday – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other1

LinkedIn1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Other1

LinkedIn1

Podcasts Similaires Basées sur le Contenu