# You Have 3 Beneficiaries: CRA, Family & Charity. You Only Pick Two. | Mark Halpern

Page: https://stenobird.com/podcast/localization-fireside-chat-6037984/you-have-3-beneficiaries-cra-family-charity-you-only-pick-two-mark-halpern
Text version: https://stenobird.com/podcast/localization-fireside-chat-6037984/you-have-3-beneficiaries-cra-family-charity-you-only-pick-two-mark-halpern.md
Podcast: [Localization Fireside Chat](https://stenobird.com/podcast/localization-fireside-chat-6037984)
Published: 2026-04-28T18:48:38+00:00
Episode link: https://localization-fireside-chat.simplecast.com/
Audio file: https://injector.simplecastaudio.com/c8aa31f0-d844-41b4-b47c-0f62cf9a13ca/episodes/94236b3e-d1f2-411c-a1c5-c8d0dcc312ec/audio/128/default.mp3?aid=rss_feed&awCollectionId=c8aa31f0-d844-41b4-b47c-0f62cf9a13ca&awEpisodeId=94236b3e-d1f2-411c-a1c5-c8d0dcc312ec&feed=1okyeol6
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Duration seconds: 3470

## Resource

Mark Halpern, CEO of WEALTHinsurance.com, lost his father at 11 with no will and no insurance. That moment launched a 35-year career helping Canadian founders and families redirect tax dollars into lasting charitable legacies. In this episode, he breaks down the Accidental Philanthropist strategy, the three beneficiaries framework, and his moonshot to generate $1 billion in annual charitable gifts by December 2027.

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## Transcript

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