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 1 - Gift Planning in Wills and Tax Considerations

Launching the series is our Endowment Committee: Tom Cooney, Michael Gesualdi, Jim Kennedy, Lisa Sticht-Maksymec, Suzanna Winsborough and Kevin Wong.

We have designed a series that will provide essential information that you need to know as you assist your clients and they consider their financial, legal and tax plans and how they can impact their community through philanthropy.

We are pleased to present our first Charitable Giving Series Seminar:

Date and Time

Thursday, February 4, 2021 from 12:00 p.m. – 1:00 p.m.

Gift Planning in Wills

Suzanna Winsborough, Lawyer, Keyser Mason Ball

Lisa Sticht-Maksymec, Lawyer, Pallett Valo LLP

Tax Considerations

Kevin Wong, Accountant, MDP LLP

Your Host: Tom Cooney, Senior Wealth Advisor, Assante Wealth Management

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