Bring it On, 2023
Thinking Out Loud – Maryann Kerr By Maryann Kerr I’ve always wanted to write humorous pieces. Oh, to be witty and pithy and bring you a smile. But that’s just not me. Even at 11 years old, my writing was on topics like “growing up” and “why family matters.” …
Little Known Strategies for Charitable Giving
THE ACCIDENTAL PHILANTHROPIST By Mark Halpern, CFP, TEP, MFA-P By any measure, we live in an age of instant information. The answers to many of life’s questions are just a Google query away. You probably have a smartphone or computer within arm’s reach. Correction: I meant to say “disinformation”. Much …
A Community of Connections
THINKING OUT LOUD – By Maryann Kerr I’ve been thinking a lot about unity, community and connection. One of my favourite people (FP) was recently diagnosed with stage 3 lung cancer. Once FP had informed closely held family, friends and coworkers and the initial sharing was complete I was tasked …
Mix It Up: Blended Charitable Gifts
The Accidental Philanthropist – Mark Halpern By Mark Halpern, CFP, TEP, MFA-P Philanthropy is very important to me, personally and professionally. The Hebrew word tzedakah is part of our DNA at WEALTHinsurance.com. Often translated as “charity,” it more accurately reflects “righteousness” and “justice.” I believe that when we’re successful, …
Performative Allyship. Always Harmful?
Thinking Out Loud -Maryann Kerr By Maryann Kerr Is it possible that not all performative allyship is harmful and that the division we see in Canada and the United States today could be minimized by seeking common ground and celebrating small wins? In the face of extreme inequity, is there …
Is Strategic Philanthropy Part of Your Major Donors’ Estate Planning?
The Accidental Philanthropist – Mark Halpern Five ways affluent families use Life Insurance to preserve wealth and create enduring charitable legacies By Mark Halpern, CFP, TEP, MFA-P I recently moderated a panel discussion about insurance strategies at the 3rd annual Northwind Institute High Net Worth forum at beautiful …
No Apology Needed
Thinking Out Loud – Maryann Kerr By Maryann Kerr I’ve been thinking about the politics of apologies and how these politics have a significant impact on our progress in the philanthropic sector. The politics of apologies is a topic covered well in several articles I have read recently online …
Eat your cake. And donate it too!
By Mark Halpern, CFP, TEP, MFA-P There are many ways to mix and match insurance products to meet your financial planning needs. Today, I’d like to introduce you to one that lets you enjoy relatively high levels of guaranteed income for life and leave a meaningful bequest to your favourite …
Everything Comes Down to Relationships
By Maryann Kerr An excerpt from Tarnished: Let’s rethink, reimagine and cocreate a new social impact sector. In every workplace, there is an effort underway by leaders to earn the trust of stakeholders. Trust is the foundation of relationships, and relationships are everything. But what comes first? In his book, …
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 …