Strategic Philanthropy: Help Clients Go from Success to Significance

This presentation explores strategic philanthropy as an integral component of comprehensive financial, tax, and estate planning. It demonstrates how advisors can help clients transition from financial success to lasting significance by incorporating charitable giving into wealth transfer strategies. The session examines tax-efficient giving techniques, including charitable bequests, gifts of appreciated securities, donor-advised funds, private foundations, life insurance donations, and charitable beneficiary designations. It also highlights strategies to reduce estate taxes, preserve family wealth, and maximize charitable impact while fulfilling clients' personal values and legacy goals. Through practical case studies and planning examples, advisors will learn how to identify philanthropic opportunities, integrate charitable planning into broader estate strategies, and create meaningful outcomes for clients, their families, and the causes they support.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 1m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Mark Halpern

As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax- advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. Mark works closely with clients’ accountants, lawyers, insurance, and investment professionals to provide comprehensive estate planning solutions as part of the team. He is building a national community of 100 financial professionals and charities with the goal of creating $1 Billion of Philanthropy annually. Widely known for his philanthropic activities, Mark is Chair of the Planned Giving Advisory Council at Humber River Hospital Foundation, a Trustee and former Chair of the Professional Advisory Committee at Jewish Foundation of Greater Toronto, a member of the Professional Advisors Council at SickKids Foundation, Promise Legacy Council at St. Joseph’s Hospital Foundation, Professional Advisor Task Force at St. Michael’s Hospital Foundation, Planned Giving Advisory Committee at TVOntario, Toronto Estate Planning Council, Society of Trust & Estate Practitioners (STEP), Canadian Association of Gift Planners (CAGP) and Conference for Advanced Life Underwriting (CALU).