Philanthropy Friday – Details, episodes & analysis

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.

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 

Listen & Subscribe:

Tune in to more episodes of Philanthropy Friday on Spotify: Listen Here

💡 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.