| "Advancing
Religion as a Head of Charity - What are the Boundaries?"
by Terrance S. Carter. |
Oct
2006 |
 |
| Advising
the Charitable Client: Risk Management Strategies
was presented by Terrance S. Carter for the Ontario Bar Association
session entitled ”A Danger To Dabble: Charity Law Hotspots"
in Toronto, Ontario.
|
October
26, 2005 |
|
| Anti-Terrorism
Legislation In Canada And Its Impact On Charities: An Overview |
October
22,
2002 |
|
| Avoiding
Wasting Assets II - Trade-Mark and Domain Name Property Protection
for Charities presented by Terrance
S. Carter at the 2nd National Symposium on Charity Law held
in Toronto by the Canadian Bar Association (CBA) and Ontario
Bar Association (OBA). |
April
14,
2004 |
|
| Board
Governance - When Does It Become Director’s Negligence
presented by Donald J. Bourgeois
(counsel to Carter & Associates) at the 2nd National Symposium
on Charity Law held in Toronto by the Canadian Bar Association
(CBA) and Ontario Bar Association (OBA). |
April
14,
2004 |
|
| Business
Activities and Social Enterprise: Towards a New Paradigm
was presented by Terrance S. Carter and Theresa L.M. Man at
The 2009 National Charity Law Symposium hosted by the CBA and
OBA Charity and Not-for-Profit Law Sections and the Continuing
Legal Education Committee in Toronto, Ontario.
|
May 7, 2009
|
|
|
Charitable Organizations and Public
Foundations: The Need for Re-categorization
by Theresa L.M. Man.
|
February
2006 |
|
| Charities
and Compliance with Anti-Terrorism Legislation: The Shadow of
The Law presented by Terrance S.
Carter at the New York University School of Law, National Center
on Philanthropy and the Law Conference. |
October
28-29,
2004 |
|
| Charity
Law Update - The Past Year in Review
was presented by Terrance S. Carter at The Law Society of Upper
Canada's 10th Annual Estates and Trusts Summit being held in
Toronto, Ontario. |
November
5, 2007 |
|
| Christian
Brothers of Ireland in Canada - Charitable Immunity |
2000 |
 |
| Compliance
audit can be a useful tool for board and executive by
Don Bourgeois. Canadian
FundRaiser, Vol 13 No 17. |
September
15,
2003 |
|
| Control: Who, How,
What, When and Why? was presented by Karen
J. Cooper at the 4th National Symposium on Charity Law held
in Toronto by the Canadian Bar Association (CBA) and the Ontario
Bar Association (OBA). |
May
11, 2006 |
|
|
Corporate Giving: A Tax Perspective
by Theresa L.M. Man.
|
April
2007 |
|
Cross
Border Issues Under The Canada-U.S. Treaty: U.S. Charities Operating
In Canada
by Theresa L.M. Man. |
December 17, 2007
|
|
| Directors
and Officers Set |
|
|
| |
The Legal
Duties of Directors of Charities and Not-for-Profits
by Terrance S. Carter and Jacqueline M. Demczur |
January
2010 |
|
| |
Due Diligence in Avoiding Risks
for Directors of Charities and Not-for-Profits by
Terrance S. Carter |
January
2010 |
|
| Diversions
of Charitable Assets: Crimes and Punishments in Canada
presented by Terrance S. Carter at the
New York University School of Law, National Center on Philanthropy
and the Law Conference. |
October
28-29,
2004 |
|
| Donor-Restricted
Charitable Gifts: A Practical Overview Revisited II by
Terrance S. Carter. Reprinted from "The
Philanthropist Vol 18 No. 1 & 2"
for a presentation to the Canadian Association of Gift Planners. |
April
21
2006 |
|
| Endowed
and Restricted Gifts: What the Gift Planner Needs to Know
by Terrance S. Carter of Carter & Associates and M. Elena
Hoffstein and Edgar A. Frechette of Fasken Martineau DuMoulin
LLP. |
May
1
2004 |
|
Essential Recent Developments in Charity Law,
presented by Terrance S. Carter at the Seventh Annual Estates
& Trusts Law Summit, hosted by the Law Society of Upper
Canada, in Toronto, Ontario.
|
December
1
2004 |
|
| Ethical Fundraising
and Financial Accountability Code |
|
|
| Extra-Provincial
Corporate and Fundraising Compliance for Charities
presented by Jacqueline M. Connor and Esther S.J. Oh at the
2nd National Symposium on Charity Law held in Toronto by the
Canadian Bar Association (CBA) and Ontario Bar Association (OBA). |
April
14,
2004 |
|
| Foreign Charities
Commencing Operations in Canada Part I - How to Structure and
Begin Charitable Organizations in Canada |
November
/ December
1999 |
|
| Foreign Charities
Commencing Operations in Canada Part II - Choosing a Form of
Organization for Operations in Canada |
January
/ February
2000 |
|
| The
Impact of Anti-Terrorism Legislation on Charities in Canada:
The Need for an Appropriate Balance
was presented by Terrance S. Carter to the Commission of Inquiry
into the Investigation of the Bombing of Air India Flight 182
in Ottawa, Ontario. |
October
26, 2007 |
|
| The
Impact of Anti-Terrorism Legislation on Charities in Canada:
The Need for Balance was presented
by Terrance S. Carter at the University of Iowa Provost's Forum
on International Affairs held on the University campus in Iowa
City. |
April
19, 2008 |
|
|
Intermediate Penalty for Charities:
Improper Donation Receipts by
Theresa L.M. Man.
|
April 2006 |
|
| Life
After Bill C-21: "How Will it Affect Your Organization?"
was presented by Jane Burke-Robertson
at the 3rd National Symposium on Charity Law held in Toronto
by the Canadian Bar Association (CBA) and the Ontario Bar Association
(OBA) |
May
6,
2005 |
|
| "Looking
a Gift Horse in the Mouth: Legal Liabilities in Fundraising"
was presented by Terrance S. Carter at the 11th National CAGP
Conference in Toronto. |
April
16,
2004 |
Paper
Appendices |
| National and
International Charitable Structures: Achieving Protection and
Control |
November
26,
1998 |
|
| Natural
Justice, Members and the Not-For-Profit Organization: “Fair
Play in Action” was presented
by Jane Burke-Robertson at the 2007 National Charity Law Symposium
hosted by the Canadian Bar Association. |
May 10, 2007
|
|
| New Disbursement
Quota Rules Under Bill C-33 was presented
by M. Elena Hoffstein and Theresa L.M. Man at the 3rd National
Symposium on Charity Law held in Toronto by the Canadian Bar
Association (CBA) and the Ontario Bar Association (OBA) |
May
6,
2005 |
|
|
New Rules Affecting Private Foundations
by Terrance S. Carter appeared
in the Greater Toronto Area Leave a Legacy™ charitable
giving supplement "Your Guide to Giving Back," which
was included in the Globe and Mail and Good Times magazine.
|
May/June
2008 |
|
| Performance
Expectations and Employment Law - Maintaining a Balance
presented by Mervyn F. White at the "Not-for-Profit Performance
Management Made Easy" workshop sponsored by Canadian Fundraiser. |
February
18,
2004 |
|
| Planned
Giving for High Net Worth Clients
presented by Karen J. Cooper and Theresa L.M. Man at The Ontario
Tax Foundation Conference. |
October 16, 2006
|
|
| Private
Foundations and Community Foundations
was presented by M. Elena Hoffstein for the Canadian Tax Foundation
Fifty-Ninth Annual Tax Conference (Updated in May 2008). |
November
2007 |
|
| Private Foundations
and Community Foundations - Canadian Tax Journal |
V.49,
No.5
2001 |
|
| "Pro-Active
Protection of Charitable Assets" A Selective Discussion
of Liability Risks and Pro-Active Responses |
November.
20,
2001 |
|
| "Prudent
Investor" Standard for Charities in Ontario" |
January
9,
1998 |
|
Recent
Income Tax Amendments Affecting Charities and Gift Planning,
prepared by Terrance S. Carter
and Theresa L.M. Man for the 12th National CAGP*ACPDP Conference
held in Quebec City.
|
April
14,
2005 |
|
| Reform
of Not-for-Profit Corporations Legislation
was presented by Terrance S. Carter at the Law Society of Upper
Canada Six-Minute Business Lawyer 2008, in Toronto, Ontario.
|
June
4,
2008 |
|
| Reform
of the Canada Corporations Act
presented by Jane Burke-Roberston (counsel to Carter & Associates)
at the 2nd National Symposium on Charity Law held in Toronto
by the Canadian Bar Association (CBA) and Ontario Bar Association
(OBA). |
April
14,
2004 |
|
| Religious
and Institutional Properties, presented
by Terrance S. Carter and John M.C. Latham at the Ontario Bar
Association Continuing Legal Education Workshop - Special Demands
for Special Use Lands
|
March
3,
2005 |
|
| Remuneration
of Directors in Ontario |
January
1995 |
|
Rights
and Powers by Terrance S. Carter
and Jacqueline M. Connor
Chapter 4 of Primer for Directors of Not-for-Profit Corporations
published by Industry Canada. |
2002 |
|
Risk
Protection by Terrance S. Carter
Chapter 6 of Primer for Directors of Not-for-Profit Corporations
published by Industry Canada. |
2002 |
|
| Share
Capital Social Clubs as NPOS: Issues to Consider
by Theresa L.M. Man and Terrance S. Carter for the Ontario Bar
Association Seminar on Legal Issues of Charitable and Not-for-Profit
Organizations. |
October
27,
2004 |
|
| Strategies
for Protecting Charitable Assets Through Multiple Corporate
Structures was presented by Terrance
S. Carter at the Institutional Liability for Sexual Assault,
Abuse & Harassment-Proven Strategies for Managing Risk,
Mitigating Liability and Litigating Claims, hosted by The Canadian
Institute, in Toronto, Ontario. |
March 31,
2008 |
|
| Summary
of Additions and Changes to the CCRA Website: 2002 and 2003
prepared by Suzanne White and Terrance
S. Carter. |
November
12,
2003 |
|
Summary
of Disbursement Quota Rules by
M. Elena Hoffstein of the affiliated law firm Fasken Martineau
DuMoulin LLP.
|
May 1,
2003
|
|
| Tax
Credits and Capital Gains Strategies
was presented by Terrance S. Carter at the Modernizing Charity
Law Conference, hosted by Queensland University of Technology
in Brisbane, Australia.
|
April 16-18,
2009
|
Part I
Part II
|
|
Tax Shelters and Charitable Donations
– a Miss-Match by Theresa
L.M. Man.
|
July 4, 2006 |
|
| The
Impact of Anti-Terrorism Legislation on Charities: The Shadow
of the Law by Terrance S. Carter,
Carter & Associates. |
September
27, 2005 |
|
| The
Legal Duties of Directors & Leaders of Churches & Religious
Charities by Jacqueline M. Connor |
November
5,
2002 |
|
| "To Be
or Not To Be: Incorporation of Autonomous Churches in Ontario |
January
15,
1995 |
|
| U.S.
Tax Exempt Organizations Commencing Charitable Operations in
Canada and International Structuring
by Terrance S. Carter for The Journal of Taxation of Exempt
Organizations, New York. |
September
24,
1999 |
|
| Utilizing
Ten Year Gifts in Charitable Fund Raising |
2001 |
|
| When Is an
Advantage Not an Advantage--Issues Arising From the Proposed
Split Receipting Regime was presented
by M. Elena Hoffstein and Theresa L.M. Man at the 4th National
Symposium on Charity Law held in Toronto by the Canadian Bar
Association (CBA) and the Ontario Bar Association (OBA). |
May
11, 2006 |
|
| What
Churches & Religious Charities Need to Know About Ontario's
Anticipated Privacy Legislation by
Mervyn F. White. |
2002 |
|
