Community Foundation of Mississauga – Charitable Giving Series

The Community Foundation of Mississauga is committed to building a healthy, dynamic, successful community where everyone has an opportunity to thrive and no one is left behind. We are well known for our robust granting program built on our endowment funds.

Because we know the community, we help donors realize their philanthropic goals by providing expertise and guidance in charitable giving options. We are now launching an education series with you in mind, and over the course of the series, we will cover an array of topics. Throughout this series, we aim to help you to better understand how you can assist your clients as they make their philanthropic plans in support of charities they care deeply about.

Session 2 - Starting the Philanthropic Conversation

Charitable Giving Series - June 24th 2021 12:00 p.m.

 Charitable giving sessions June 24 2021 FINAL VERSION w560

Join us in our continuing Charitable Giving Series for the session:

Starting the Philanthropic Conversation

Join our expert panel as we examine why, when and how to have meaningful conversations with clients on giving to charity as part of an overall plan. Hear case studies on having these important conversations. And our experts will discuss issues that play a role in planning for philanthropy for current and future charitable giving.

Recommended audience: lawyers, accountants, financial advisors, wealth managers, charities and gift planners.

You won't want to miss this opportunity to join our session to hear:

  • Tom Cooney, Wealth Advisor, Assante Wealth Management

  • Armando Minicucci, Tax Advisor, Grant Thornton

  • Craig Ross, Lawyer, Pallett Valo LLP

Moderator: Lisa Sticht-Maksymec, Lawyer - Pallett Valo LLP

Featuring remarks from: Anne Marie Peirce, President & CEO, Community Foundation of Mississauga

Session 1 - Gift Planning in Wills and Tax Considerations