Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha

Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful.Discussion Points:- my background & journey (3:00)- the journey of beyond MD (6:02)- how my interest in philanthropy evolved (11:20)- reason #1 to give: giving makes is happier - what is the evidence? (13:10)- reason #2 to give: imparting valuable lessons to our children (20:05)- how to talk to our kids about giving (25:56)- reason #3 to give: networking & entrepreneurship (29:00)- reason #4 to give: financial benefits (33:20) - numerical example of transferring appreciated stock from your corporation (35:30)- how to make your charitable gifts more meaningful (39:30)Yatin Chadha:Email: [email protected] LinkedIn: Yatin ChadhaAmex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCPMark Halpern:https://wealthinsurance.com/https://powerofplatinum.com/https://www.linkedin.com/in/markhalperncfptepmfap/[email protected] from this episode:https://wealthinsurance.com/webdoc/TaxLetter-The-Entrepreneurial-Philanthropist.pdfhttps://mycharityfund.ca/https://www.givewise.ca/Ways to support beyond MD:Share beyond MD with your networkAmex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP

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