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Philanthropy Friday
Mark Halpern
7 episodes
4 days ago
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.
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Management
Business
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All content for Philanthropy Friday is the property of Mark Halpern and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Management
Business
Episodes (7/7)
Philanthropy Friday
Ep #7 Sharpen the Ax: How Advisors Can Rewire Their Mindset for Epic Success with Mark Halpern & Chuck Downs
3 weeks ago
49 minutes 53 seconds

Philanthropy Friday
Ep #6 - Cross-Border Philanthropy, Tax Planning & Holistic Wealth Strategies with Jeff Hammer
1 month ago
43 minutes 18 seconds

Philanthropy Friday
Ep #5 - Unlocking the Power of Donor-Advised Funds with Glen Gumalka of The Mississauga Foundation and Mark Halpern
1 month ago
40 minutes 4 seconds

Philanthropy Friday
Ep #4 - From Family Business to Mental Health Advocacy: Amy Stein's Journey with The Pixel Foundation
2 months ago
41 minutes 19 seconds

Philanthropy Friday
Ep 3: How to Leave a Legacy Through Donor-Advised Funds, Memorial Giving & Smart Tax Strategies with Luke Carter, Aniel Gokhale & Mark Halpern
2 months ago
49 minutes 53 seconds

Philanthropy Friday
Ep #2 - Unlocking the Power of Flow-Through Shares for Tax-Efficient Giving with Mark Halpern, Ken Stern and Peter Nicholson
3 months ago
52 minutes 2 seconds

Philanthropy Friday
Ep #1 - How to Build a Legacy Giving Program That Actually Works with Mark Halpern and Ed Sluga
3 months ago
50 minutes 6 seconds

Philanthropy Friday
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.