Maximize Your Footprint: Becoming an Entrepreneurial Philanthropist
By Mark Halpern, CFP, TEP, MFA-P I’ve written before about “Accidental Philanthropists™” — people who discover, through working with us, that they can choose to leave less of their hard-earned money to the tax department and more of their legacy to their families and the charities they care about. This …
Family Values: A Letter You Can Share
By Mark Halpern, CFP, TEP, MFA-P It’s been another crazy COVID year, with so many of us anxious to resume family gatherings, large and small, and take vacations to exotic locales. As we await a return to ‘normal’, this is a time when parents and grandparents can at least get …
What it Means to Have Will Power
By Mark Halpern, CFP, TEP, MFA-P We love philanthropy and we love estate planning. Sitting squarely between the two is one of the most powerful tools we have at our disposal to do both: The last will and testament and a desire for donors to go from success to significance …
Creative Charitable Gifting Strategies
By Mark Halpern, CFP, TEP, MFA-P There are many wonderful ways for your supporters to be remembered for leaving more to charity and family instead of a large sum to the tax department. This column explains some effective strategies (that don’t get enough attention) to facilitate more significant gifts from …
Fundraising In Challenging Times
By Mark Halpern, CFP, TEP, MFA-P Raising money during a pandemic requires tenacity, skill, and a measure of luck. But it can be done. Canadians are very charitable people, and our government has inspired more giving by introducing 29 pieces of charity-friendly legislation since 1995. During pre-COVID times (the olden …