Mark Halpern


Mark Halpern, CFP, TEP, MFA-P 

 Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P) has helped business owners, entrepreneurs, retirees and wealthy Canadians for almost 30 years.   


As CEO of® Mark and his team provide tax-advantaged solutions to protect families and their businesses.  


An industry thought leader, Mark has been a keynote speaker for many corporate, charitable and financial services industry events, including a recent TED Talk “The New Philanthropy” at Moses Znaimer’s ideacity conference. 


Mark is a member of The Toronto Estate Planning Council, Society of Trust & Estate PractitionersSickKids Professional Advisors Council, St. Joseph’s Hospital Promise Legacy Council, Canadian Association of Gift Planners and CALU.  He is the Chair of the Professional Advisory Council and a Trustee of The Jewish Foundation of Greater Toronto. 


His philanthropic activities include the development and execution of planned giving programs for several local, national, and international organizations, advancing his corporate goal of raising at least $100 million annually for worthy causes. 


Mark lives in Thornhill, Ontario, with his wife Rhonda of 24 years and they are kept busy with 5 children, 23 years of age and under. 

All Sessions by Mark Halpern

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Day 1: Dec 2, 2020

3:45 pm

3:45 pm

Panel Discussion

Philanthropic Strategies to Maximize Giving

Covid-19 has impacted all foundations, endowments and charities with respect to donor gifts. However, there are many great strategies to maximize giving. It is critical that you have the right conversations with donors. Learn how to:
  • Transition your organization from donation order taker to strategic philanthropic partner
  • Protect your charity from the risks of relying on one or two key donors
  • Implement often-overlooked tax efficient giving options

Day 2: Dec 3, 2020