Mark Halpern

CEO

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 WEALTHinsurance.com® 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. http://bit.ly/MarkHalpernTalk 

 

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. 

 

WEALTHinsurance.com 


All Sessions by Mark Halpern

See Full Agenda

Day 1: Dec 3, 2020

3:15 pm

3:15 pm

Panel Discussion

Philanthropic Strategies to Increase Donor Engagement

Covid-19 has impacted all foundations, endowments and charities with respect to donor gifts. However, there are viable solutions to increasing donor gifts. It is therefore critical that you be aware of how to approach donors during these challenging times. Take back to your office strategies to: 

  • Create awareness among major donor of the many tax benefits available for philanthropy 
  • Provide expert solutions to guide philanthropists through mutually beneficial donor options  
  • Maximize legacy and estate gifts through ongoing engagement 

Enhance donor engagement through established but largely untapped best practices 

Day 2: Dec 2, 2020