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

beyond MD with Dr. 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: [e-mail]
LinkedIn: Yatin Chadha
Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP

Mark Halpern:
https://wealthinsurance.com/
https://powerofplatinum.com/
https://www.linkedin.com/in/markhalperncfptepmfap/
[e-mail]

Links from this episode:
https://wealthinsurance.com/webdoc/TaxLetter-The-Entrepreneurial-Philanthropist.pdf
https://mycharityfund.ca/
https://www.givewise.ca/

Ways to support beyond MD:
Share beyond MD with your network
Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP