An introductory review of some of the key topics and concepts in charitable giving and philanthropy for Canadians.
Unlock the power of giving with purpose. This course walks you step-by-step through the most important introductory concepts in philanthropy planning.
The goal is to help you and your clients maximize impact for the causes you care about while optimizing financial and tax benefits.
This introductory course will give you key insights whether you are a donor, business owner, or a trusted advisor helping clients build a legacy that lasts.
Michael Naito, CPA, CA, TEP, CFP® spent over a decade in public accounting primarily focused on taxation of Canadian owner-manager clients with a focus on corporate reorganizations, succession planning, and estate planning. Michael now works in the wealth management industry assisting investment advisors with holistic wealth planning services for their clients. Michael is a continuous learner and has a passion for teaching and mentoring others which is reflected in his continued involvement in facilitating the CPA Canada In-Depth Tax Program.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
