Ep #2 - Unlocking the Power of Flow-Through Shares for Tax-Efficient Giving with Mark Halpern, Ken Stern and Peter Nicholson
Release Date: 10/03/2025
Ep #7 Sharpen the Ax: How Advisors Can Rewire Their Mindset for Epic Success with Mark Halpern & Chuck Downs
Philanthropy Friday
In this inspiring episode, Mark Halpern sits down with Chuck Downs, founder of Epic Success Coaching, to talk about how professional advisors can overcome burnout, break limiting beliefs, and unlock higher levels of fulfillment, productivity, and purpose. With more than 25 years in the insurance and financial services industry, Chuck shares how neuroscience and mindset transformation can help advisors “sharpen the ax” working smarter, not harder and rediscover the joy and meaning behind their work. Together, they explore how rewiring your mental operating system can elevate both your...
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Ep #6 - Cross-Border Philanthropy, Tax Planning & Holistic Wealth Strategies with Jeff Hammer
Philanthropy Friday
In this cross-border episode, Mark Halpern is joined by Jeff Hammer, Founder of Forte Impact Advisors, based in Richmond, Virginia. Together, they explore the differences between Canadian and U.S. approaches to philanthropy, estate planning, and tax strategies for high-net-worth families. Jeff brings a unique background from leading major business units in aerospace, IT, and banking, to now helping families, entrepreneurs, and creators maximize impact through holistic planning and strategic philanthropy. With trillions of dollars in generational wealth transfer underway, Jeff shares how U.S....
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Ep #5 - Unlocking the Power of Donor-Advised Funds with Glen Gumalka of The Mississauga Foundation and Mark Halpern
Philanthropy Friday
In this eye-opening episode, Mark Halpern is joined by Glen Gumalka, CEO of The Mississauga Foundation, to uncover one of the best-kept secrets in Canadian philanthropy: community foundations and donor-advised funds (DAFs). If you’ve ever thought that philanthropy is only for the ultra-wealthy or those with private foundations, this conversation will change your mind. Glen explains how donor-advised funds make it simple, efficient, and cost-effective for anyone from business owners to families to young donors to create a lasting charitable legacy. In...
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Ep #4 - From Family Business to Mental Health Advocacy: Amy Stein’s Journey with The Pixel Foundation
Philanthropy Friday
In this inspiring episode, Mark Halpern is joined by Amy Stein, Executive Director of The Pixel Foundation (formerly the Henry’s Foundation). Amy shares her remarkable journey from growing up in a 114-year-old family business (Henry’s Cameras) to leading a national conversation about mental health and corporate philanthropy. If you’re a family business owner, an advisor helping multi-generational enterprises, or simply passionate about mental health advocacy, this episode will show you how to turn lived experience into meaningful, measurable impact. In This Episode, We Cover: ✔️...
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Ep 3: How to Leave a Legacy Through Donor-Advised Funds, Memorial Giving & Smart Tax Strategies with Luke Carter, Aniel Gokhale & Mark Halpern
Philanthropy Friday
This heartfelt episode of Philanthropy Friday brings together three passionate advocates for strategic philanthropy: Luke Carter (President & CEO of CAP Advisors), renowned advisor and son of one of my closest mentors, late Graham Carter, and Aneil Gokhale (Director of Philanthropy, Toronto Foundation). Together with Mark Halpern, they explore how families can transform grief into lasting impact through memorial funds and donor-advised funds (DAFs). Luke shares his deeply personal journey of honoring his late father, renowned advisor Graham Carter, by establishing the Graham Carter...
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Ep #2 - Unlocking the Power of Flow-Through Shares for Tax-Efficient Giving with Mark Halpern, Ken Stern and Peter Nicholson
Philanthropy Friday
In this must-listen episode, Mark Halpern is joined by two national experts Peter Nicholson (Founder of WCPD) and Ken Stern (Philanthropic Advisor at Capital Ideas) to break down one of the most misunderstood and underutilized tax planning tools in Canada: flow-through shares. If you’re a generous donor, financial advisor, or charitable organization looking to maximize impact while minimizing tax, this episode will radically shift your perspective on what's possible. With the right strategy, flow-through shares can allow you to give $100,000 to charity for as little as $1,000 out of pocket....
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Ep #1 - How to Build a Legacy Giving Program That Actually Works with Mark Halpern and Ed Sluga
Philanthropy Friday
In this powerful episode of Philanthropy Friday, Mark Halpern sits down with Ed Sluga, President of PGgrowth, to unpack the incredible potential of planned legacy giving for charities, donors, and professional advisors alike. Ed shares how PGgrowth helps nonprofits from grassroots organizations to national institutions, design and implement sustainable legacy giving programs that drive long-term mission impact. Whether you're a fundraiser, advisor, or HNW donor, this conversation will reframe the way you think about strategic philanthropy and legacy planning. If you're wondering where to...
info_outlineIn this must-listen episode, Mark Halpern is joined by two national experts Peter Nicholson (Founder of WCPD) and Ken Stern (Philanthropic Advisor at Capital Ideas) to break down one of the most misunderstood and underutilized tax planning tools in Canada: flow-through shares.
If you’re a generous donor, financial advisor, or charitable organization looking to maximize impact while minimizing tax, this episode will radically shift your perspective on what's possible. With the right strategy, flow-through shares can allow you to give $100,000 to charity for as little as $1,000 out of pocket.
In This Episode, We Cover:
✔️ What flow-through shares are and why they’re a game-changer for philanthropy
✔️ Why most accountants and advisors still aren’t talking about this strategy
✔️ How to use flow-through shares to double your tax benefits and avoid market risk
✔️ CRA’s perspective: Why this isn’t a loophole, but government-endorsed policy
✔️ How this strategy helps Canada lead in both mining and generosity
✔️ Step-by-step walkthrough of how the transaction works from analysis to execution
✔️ AMT (Alternative Minimum Tax) myths debunked - what you really need to know
✔️ Who this strategy is for (and why it’s not just for the ultra-wealthy)
✔️ Real examples of donors giving $100K to charity for just pennies on the dollar
✔️ The perfect partnership between life insurance and flow-throughs in a giving strategy
✔️ Why now is the best time to plan before demand surges in Q4
Key Quote:
"If you’re already giving, why not do it in the most cost and tax-efficient way possible? Flow-throughs are a no-brainer strategy for the generous."
Connect with Mark:
→ LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
→ Website: https://wealthinsurance.com/
→ Email: mark@wealthinsurance.com
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