| 2009 Annual
Church & Charity Law™ Seminar Presentation
Materials.
|
November 10,
2009
|
|
| Abuse Policies
- A Proactive Approach to Vicarious Liability for Non-Profit
Organizations was presented by
Mervyn F. White at The Canadian Institute's 7th National Summit
on Institutional Liability for Sexual Assault & Abuse in
Toronto, Ontario. |
February 19, 2007
|
|
| Advancing
Religion as a Head of Charity: What Are the Boundaries?
was presented by Terrance S. Carter for the University of Ottawa
Law School course "Introduction to the Law of Charities
and Non-Profit Organizations". |
October
6, 2008 |
 |
| "Advancing
Religion as a Head of Charity - What are the Boundaries?"
was presented by Terrance S. Carter at the symposium hosted
by the Canadian Council of Christian Charities (CCCC) and Christian
Legal Fellowship in Mississauga, Ontario. |
September 29, 2005
|
Paper |
| Advising
the Charitable Client was presented
by Terrance S. Carter at the Hamilton Law Association's CLE
Round Table Session on Charity Law. |
June 2, 2010
|
|
| Alter Ego
Trusts: An Effective Vehicle for Making Large Gifts
was presented by M. Elena Hoffstein and Karen J. Cooper at the
Canadian Association of Gift Planners (CAGP) Annual Conference
in Halifax, Nova Scotia. |
April 12, 2007
|
|
| An Overview of the Impact
of the Anti-terrorism Act (Bill C-36) on Charities: Toward Developing
a Due Diligence Response |
Mar 7, 2002
|
|
A
Selective Overview of Legal Issues for Corporate Grant Makers
presented to The Association of Corporate
Grantmakers by Terrance S. Carter.
|
May 27, 2003
|
|
| Asset Protection:
Inspiring Donor Confidence in a Charity's Legal Structure was
presented by Terrance S. Carter and Edgar A. Frechette at the
Canadian Association of Gift Planners (CAGP) Annual Conference
in Halifax, Nova Scotia. |
April 12, 2007
|
|
The Association
of Fundraising Professionals (AFP) Greater Toronto Chapter's
Congress 2007, held in Toronto,
Ontario, included the following presentations.
|
November 14, 2007
|
|
| |
"Corporate Giving, A Going
Concern" by Terrance S. Carter and Theresa L.M. Man;
and |
|
|
| |
"Donor Rights & Remedies"
by M. Elena Hoffstein and Terrance S. Carter. |
|
|
| Association
of Fundraising Professionals (AFP) 2004 Congress - Current Legal
Issues in Fundraising was held
in Toronto, Ontario, with presentations on the following topics;
|
December 2, 2004
|
|
| |
"Proposed New Tax Rules Affecting
Fundraising" by Terrance S. Carter |
|
|
|
| |
"Proposed 2004 Budget Provisions
Affecting Charitable Giving" by Elena Hoffstein |
|
|
|
| |
"New Privacy Legislation
and its Impact on Fundraising" by Mark J. Wong |
|
|
|
| |
"Estate Administration Issues
with Charitable Gifts" by Elena Hoffstein |
|
|
|
| |
"Legal Liabilities in Fundraising"
by Terrance S. Carter |
|
|
|
| Avoiding
Liability in Charitable Fundraising
was presented by Karen Cooper for Volunteer Ottawa's Annual
General Meeting. |
May 28, 2007
|
|
| 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
|
|
Bill
C-250 - An Overview presented by
Bruce W. Long at the Law & Church Leadership Seminar put
on by the Evangelical Fellowship of Canada and Christian Legal
Fellowship. Vancouver - September 30, 2004.
|
Sept 30, 2004
|
|
Bill
C-45 - An Explanation of the Civil Law Consequences Including
Availability of Insurance presented
by Mervyn F. White at the Law & Church Leadership Seminar
put on by the Evangelical Fellowship of Canada and Christian
Legal Fellowship. Vancouver - September 30, 2004.
|
Sept 30, 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
|
|
Budget
Proposals - March 23, 2004 presented
by M. Elena Hoffstein at the Senior Estates & Trusts Practitioners'
Forum held in Cambridge, Ontario.
|
October 18, 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
|
|
| Canadian
Registered Charities: Business Activities and Social Enterprise
- Thinking Outside the Box was
presented by Terrance S. Carter at the twentieth annual conference
hosted by The National Center on Philanthropy and the Law of
New York University's School of Law. Mr. Carter participated
as a panelist in the session entitled "Comparative Panel:
A View of Other Landscapes" to provide the Canadian perspective. |
Oct 24, 2008
|
|
| Changes to the Competition
Act and the Income Tax Act Affecting Fundraising Including the
Internet: The Pitfalls and the Perils |
Nov 15, 2000
|
|
Changes
to the Income Tax Act and Policies Affecting Charities
presented by Terrance S. Carter at the Senior Estates &
Trusts Practitioners' Forum held in Cambridge, Ontario.
|
October 18, 2004
|
|
| Charitable
Donations Made Through Wills was
presented by M. Elena Hoffstein and Theresa L.M. Man at the
Hospitals and Foundations Seminar Series: New Developments in
Planned Giving and Charity Law hosted by Carters Professional
Corporation and Fasken Martineau DuMoulin LLP in Toronto, Ontario.
|
May 1, 2007
|
|
| Charitable
Implications of the LHIN Legislation
hosted presented by Terrance S. Carter at the Health and Charity
Law Seminar hosted by Fasken Martineau DuMoulin LLP in Toronto,
Ontario. |
March 8, 2006
|
|
| Charities
and Compliance with Anti-Terrorism Legislation: The Shadow Of
The Law presented by Terrance S.
Carter at the ONTARIO JUSTICE EDUCATION NETWORK: SUMMER LAW
INSTITUTE in Toronto. |
Aug 27 - 28, 2003.
|
Paper
|
| Charities
and Not-for-Profits: Surviving a CRA Audit
was presented by Karen J. Cooper at the CANNEXUS 2009 National
Career Development Conferenceen in Toronto, Ontario.
|
April 6, 2009
|
|
| Charities
and Privacy Legislation - Are You Ready for January 1
presented by Mark J. Wong for the Charity and Not-for-Profit
Law section of the Ontario Bar Association. |
November 27, 2003
|
|
| Charity
Law Highlights: The Past Year in Review was
presented by Terrance S. Carter at The Association for Healthcare
Philanthropy Canada Regional Conference held in Halifax, Nova
Scotia. |
April 14, 2008
|
|
| Charity
Law Update for Estates and Trusts Practitioners: The Past Year
in Review was presented by Terrance
S. Carter at The 12th Annual Estates and Trusts Summit hosted
by the Law Society of Upper Canada in Toronto, Ontario.
|
November 12, 2009
|
|
| 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
|
|
| Considerations
in Creating Endowed Gifts and Gift Planning in Troubled Times
was presented by Jane Burke-Robertson and Karen Cooper at a
Special Charity Law Session for Ottawa Area Fundraisers hosted
by the Association of Fundraising Professionals - Ottawa Chapter
in Ottawa, Ontario. |
November 20, 2008
|
|
| Considerations
in Creating Endowed Gifts was presented
by Terrance S. Carter for the Land Owners in Peel Watershed
hosted by the Region of Peel, Credit Valley Conservation Authority
and Caring for the Moraine in Caledon, Ontario. |
April 15, 2008
|
|
Considerations
in Cross-Border Giving Between Canada and the U.S.
was presented by Theresa L.M. Man with Dennis Waller of the
American Cancer Society at The 15th Annual CAGP-ACPDP™
Conference held in Vancouver B.C.
|
April 23-25, 2008
|
|
| Consideration
in Utilizing Multiple Corporate Entities to Protect Charitable
Assets presented by Terrance S.
Carter for the Association of Treasurers of Religious Institutes
(ATRI) Annual Conference in Winnipeg, Manitoba. |
October 1, 2006
|
|
| 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
|
Paper |
| Copyright Law in Canada
- What every Church and Charity should know |
|
|
| CRA's
Top Ten Audit Issues was presented
by Karen J. Cooper at The Association of Treasurers of Religious
Institutes 21st Annual General Conference in Saskatoon, Saskatchewan. |
September
28, 2008 |
|
| Criminal
Code Amendments (Bill C-250) Regarding Hate Propaganda presented
by Bruce W. Long of Carter & Associates at the 2003 Church
& the Law™ Seminar. |
Nov 12, 2003
|
|
| Criminal
Investigations: When to Initiate and How to Respond
presented by Bruce W. Long of Carter & Associates at the
2003 Church & the Law™ Seminar. |
Nov 12, 2003
|
|
| Cross Border
Issues Under the Canada – U.S. Tax Treaty: U.S. Charities
Operating in Canada was presented
by Theresa L.M. Man at the 2007 National Charity Law Symposium
hosted by the Canadian Bar Association. |
May 10, 2007
|
|
| Developing
a Gift Acceptance Policy was presented
by Theresa L.M. Man at The 16th Annual National CAGP-ACPDP Conference
"Planned Giving: Harnessing the Power," in Niagara
Falls, Ontario. |
April 23 & 24, 2009
|
|
| The Do’s
and Don’ts of Endowment Agreements was
presented by Terrance S. Carter at the Hospitals and Foundations
Seminar Series: New Developments in Planned Giving and Charity
Law hosted by Carters Professional Corporation and Fasken Martineau
DuMoulin LLP in Toronto, Ontario. |
May 1, 2007
|
|
| Directors’
and Officers’ Duties Regarding Conflicts of Interest was
presented by Terrance Carter at the Ontario Land Trust Alliance
Gathering 2006. |
November 3, 2006
|
|
| Director
and Officer Liability and Beyond presented by Terrance
S. Carter for the Institute of Chartered Accountants |
November 26, 2004
|
|
| |
"The Legal Duties of Directors
of Charities and Not-for-Profits" |
|
Appendix A
|
| |
"Good Governance in Meeting
the Duties of Directors of Charities and Not-for-Profits" |
|
Appendix B |
| |
"Due Diligence in Avoiding
Risks for Directors of Charities and Not-for-Profits" |
|
Appendix C
|
| |
"How to Avoid Liability in
Fundraising"
|
|
|
| |
"Recent Changes to the Income
Tax Act and Policies Relating to Charities and Charitable
Gifts" |
|
|
| Directors'
and Officers' Liability: The Essentials and Beyond for Your
Non Profit was presented by Terrance
S. Carter at the Wild Rose Foundation Vitalize 2008 - Annual
Provincial Voluntary Sector Conference in Edmonton, Alberta,
and included the following: |
|
|
| |
"The Legal Duties of Directors
and Officers of Charities and Not-for-Profits (Alberta)"; |
|
|
| |
"Due Diligence in Avoiding
Liability for Directors and Officers of Charities and
Not-for-Profit (Alberta)" ; and |
|
|
| |
"How to Avoid Legal Liability
in Fundraising (Alberta)" |
|
|
| Directors'
Legal Duties and Liabilities Presented
by Jacqueline M. Connor at the Not-For-Profit Board Management
Series Seminar on Director Duties and Liabilities: Strategies
to Protect Yourself |
Sep 24, 2002
|
|
| Disbursement
Quota Issues was presented by Theresa
L.M. Man for the University of Ottawa course "Introduction
to the Law of Charities and Non-Profit Organizations." |
|
|
| Disbursement
Quotas and Related Matters for Churches and Charities
presented by M. Elena Hoffstein of the
affiliated law firm of Fasken, Martineau, DuMoulin LLP at the
2003 Church & the Law™ Seminar. |
Nov 12, 2003
|
|
| Diversity
& Human Resources was presented
by U Shen Goh for The Canadian Mental Health Association of
Peel. |
March 19, 2007
|
|
| Diversity
and Human Resources Management, presented
by U. Shen Goh of Carter & Associates at a Social Planning Council
of Peel workshop. |
Mar 9, 2005
|
|
| Documenting
Transfer of Funds Outside Canada
presented by Terrance S. Carter for the Association of Treasurers
of Religious Institutes (ATRI) Annual Conference in Winnipeg,
Manitoba.
|
October 1, 2006
|
|
| Does Your
Will Reflect Your Intentions was
presented by Jane Burke-Robertson and Karen J. Cooper at an
Estate Planning Seminar sponsored by the CNIB, the Canadian
War Museum, the National Arts Centre Foundation, the Ottawa
Humane Society, the Perley and Rideau Veterans' Health Centre
Foundation, Saint Paul University and The Ottawa Mission. The
seminar is being held at the Canadian War Museum in Ottawa,
Ontario. |
September 24,
2006
|
|
| Doing Business
on the Internet was presented by
U. Shen Goh for the Greater Dufferin Area Chamber of Commerce
Women in Business luncheon in Orangeville, Ontario. |
August 23, 2007
|
|
| Domain Names and Trade-marks
on the Internet: New Frontiers in Charitable Fundraising |
Nov 15, 2000
|
|
| Donation
Tax Shelters and Flow-Through Shares
was presented by Theresa L.M. Man and Terrance S. Carter at
the Hospitals and Foundations Seminar Series- Healthcare Philanthropy:
Check-up 2008 hosted by Fasken Martineau DuMoulin LLP and Carters
Professional Corporation at The Estates of Sunnybrook in Toronto,
Ontario. |
May 28, 2008
|
|
| Donation
Tax Shelters: Past, Present and Future was
presented by Terrance S. Carter and Theresa L.M. Man at the
Canadian Association of Gift Planners (CAGP) Annual Conference
in Halifax, Nova Scotia. |
|
|
| Donor Restricted Charitable
Funds: Tips, Traps and the Fundamentals |
Oct 21, 1999
|
|
| Donor Restricted Charitable
Gifts - A Practical Overview Revisited |
Oct 27, 2000
|
|
| Donor-Restricted
Charitable Gifts, presented by
Terrance S. Carter as a guest lecturer at the University of
Ottawa Law School. |
|
|
| Due
Diligence in Avoiding Risks for Directors of Charities and Not-for-Profits
by Terrance S. Carter B.A., LL.B. |
May 13, 2003
|
|
| Due Diligence
Issues for Charities: A Proactive Approach
was presented by Terrance Carter at the CAGP-ACPDP™ South
Saskatchewan RoundTable and LEAVE A LEGACY™ month kick-off
breakfast and full-day workshop in Regina, Saskatchewan. |
May 1, 2008
|
|
| Ecological
gifts are a bargain was presented
by Karen J. Cooper at the "Tax Expenditures and Public Policy
in Comparative Perspective" conference co-sponsored by the Canadian
Tax Foundation and York University among others, at Osgoode
Hall Law School. |
September 11, 2009
|
|
| Effectively
Structuring Endowment Agreements,
was presented by Terrance S. Carter at the Institute of Advanced
Financial Planners' Symposium 2009 in London, Ontario.
|
October 1, 2009
|
|
| Employee
Safety & Work-Related Injury: Recent Trends in the Law and
Managing Your Risks was a half
day workshop hosted by Carters Professional Corporation and
RTS Consulting at the Living Arts Centre in Mississauga, Ontario,
and included the following presentations: |
November 29, 2007
|
|
| |
“Enforcement and Regulatory
Offences” by Bruce W. Long; |
|
|
| |
“Recent Changes to Canadian
Criminal Law and How it Affects Your Risks as Employers”
by Mervyn F. White; |
|
|
| |
“Due Diligence in Managing
Risks” by Jeremiah A. Eastman; and |
|
|
| |
“Implementing Compliance
as Employers” by Stanford R. Brown. |
|
|
| Employment
Issues for Non-Profit Organizations presented
to the United Way of Peel Region by U. Shen Goh. |
March 22, 2005
|
|
| Employment
Law, Legislation & Guidelines
was presented by U Shen Goh for The Canadian Mental Health Association
of Peel. |
March 19, 2007
|
|
Endowed
and Restricted Gifts: What the Gift Planner Needs to Know
presented to the Canadian Association
of Gift Planners National Conference in Vancouver by M. Elena
Hoffstein and Edgar A. Frechette of Fasken Martineau DuMoulin
LLP and Terrance S. Carter of Carter & Associates.
|
May 1 2003
|
|
| Essential
Charity Law Update was presented
by Terrance S. Carter and Elena M. Hoffstein for The Association
of Fundraising Professionals (AFP) Congress 2009 - Enhancing
Philanthropy Around the World in Toronto, Ontario. |
November 30, 2009
|
|
| Essential
Charity Law Update: What Every Gift Planner Needs to Know
was presented by Terrance S. Carter and Karen J. Cooper at The
Canadian Association of Gift Planners (CAGP) Ottawa Roundtable.
|
November 19, 2009
|
|
| 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
|
|
| "Fabulous
Fun with Financial Fundamentals"
was presented by Terrance S. Carter at the Association of Fundraising
Professionals Fundraising Day 2004 in Toronto. |
May 26, 2004
|
|
| Filing
the T3010B Registered Charity Information Return was
presented by Theresa L.M. Man as part of Imagine Canada's Charity
Tax Tuesdays, a free webinar series for Canadian charities.
|
June 15, 2010
|
|
| Fundraising
Activities and CRA Guidelines was
presented by Terrance S. Carter as part of Imagine Canada's
Charity Tax Tuesdays, a free webinar series for Canadian charities.
|
June 1, 2010
|
|
| Getting
Cold Yet? Hot Policies for Hot Gifts
was presented by Theresa L.M. Man at the Canadian Association
of Gift Planners Niagara/Golden Horseshoe Local Roundtable in
Burlington, Ontario. |
December 9, 2008
|
|
Gifts of
Environmentally Sensitive Land: What you Need to Know and How
to Use Them was presented by Karen
J. Cooper at the 2008 National Charity Law Symposium (CBA -
OBA Joint program) Co-chaired by Terrance S. Carter and Linda
Godel in Toronto, Ontario.
|
|
|
| Gifts of
Land - Changing Ground Rules was
presented by Karen J. Cooper at a Canadian Association of Gift
Planners (CAGP) Ottawa Chapter session hosted in Ottawa, Ontario.
|
February 5, 2009
|
|
| Good
Governance in Meeting the Duties of Directors of Charities and
Not-For-Profits by Terrance S.
Carter, B.A., LL.B. and Theresa L.M. Man, B.Sc., M.Mus., LL.B. |
May 13, 2003
|
|
| Governance
101, presented by Karen J. Cooper
for the Certified General Accountants of Ontario Ottawa Chapter.
|
March 6, 2007
|
|
| Governance
101: The Foundation Seminar was
presented by Donald J. Bourgeois as the first of a series of
seminars and workshops for Board School presented by the Waterloo
Regional Arts Council and Carter & Associates in Waterloo,
Ontario. |
October 1, 2005
|
|
| Healthcare
Philanthropy: Check-Up 2010, hosted
by Carters Professional Corporation and Fasken Martineau DuMoulin
LLP, held at The Estates of Sunnybrook in Toronto, Ontario,
included the following presentations: |
June 10, 2010
|
|
| |
"Charity Law Update: The
Year in Review" by M. Elena Hoffstein of Fasken Martineau; |
|
|
| |
"What the Federal Budget
Disbursement Quota Reform Will Mean to Your Charity"
by Theresa L.M. Man of Carters; |
|
|
| |
"The Practical Implications
of CRA's Fundraising Guidance: One Year Later" by
Terrance S. Carter of Carters; and |
|
|
| |
"Harmonization: The Top 5
Things Charities and Not-for-Profits Need to Know about
the HST" by Paul V. Cassucio of Fasken Martineau. |
|
|
Health
Law & Health Philanthropy Seminars were
hosted by Fasken Martineau DuMoulin LLP and Carter & Associates
at The Sunnybrook Estates in Toronto, Ontario, with presentations
on the following topics.
|
March 10, 2005
|
|
| |
“Highlights of Proposed New
Tax Rules Affecting Charities,” by Terrance S. Carter
|
|
|
| |
“Privacy Legislation and
Its Impact on Charities,” by Mark J. Wong
|
|
|
| |
“Do’s and Don’ts
on How to Structure an Endowment Agreement,” by Terrance
S. Carter |
|
|
| Highlights
in Charity Law: The Past Year in Review
was presented by Terrance S. Carter in his keynote address at
the CAISAP Regional Professional Development Day held at Appleby
College. |
June 25, 2008
|
|
| Highlights
of CRA Compliance Requirements was
presented by Terrance S. Carter and Karen J. Cooper for St.
Paul University, in Ottawa, Ontario. |
August 15, 2007
|
|
| How
Directors Can Protect Themselves
Presented by Terrance S. Carter at the Not-For-Profit Board
Management Series Seminar on Director Duties and Liabilities:
Strategies to Protect Yourself |
Sep 24, 2002
|
|
| How To
Conduct Board and Members’ Meetings of Non-Share Capital
Corporations, was presented by
Terrance S. Carter and Theresa L.M. Man at The Nuts and Bolts
of Running Company Meetings, a Continuing Legal Education program
hosted by the Ontario Bar Association. |
February 22, 2007
|
|
| How to
Pack your Risk Management Parachute
was presented by Karen Cooper for the Big Brothers Big Sisters
Ontario Regional Workshops in Ottawa, Ontario. |
October 22, 2005
|
|
Human
Rights Issues Arising from Same Sex Marriages and Strategies
to Protect Marriage & Religious Freedom: Documenting Your Theology
presented by Terrance S. Carter and Mervyn
F. White at the Law & Church Leadership Seminar put on by
the Evangelical Fellowship of Canada and Christian Legal Fellowship.
Vancouver - September 30, 2004.
|
Sept 30, 2004
|
|
| 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
|
|
The
Impact on Christian Counseling and Church Discipline Arising
from the Recent Jehovah Witness Case presented
by Mervyn F. White at the Law & Church Leadership Seminar
put on by the Evangelical Fellowship of Canada and Christian
Legal Fellowship. Vancouver - September 30, 2004.
|
Sept 30, 2004
|
|
| Implications
of Disbursement Quota Reform was
presented by Terrance S. Carter at the Owen Sound Regional Hospital
Foundation Workshop for Professional Advisors. |
May 27, 2010
|
|
| The Implications
of the New CRA Fundraising Guidance for Charities
was presented by Terrance S. Carter as part of the Regional
Municipality of Halton's free seminar series "Leadership
Matters: Building Your Legal Know How" in Milton, Ontario.
|
June 15, 2010
|
|
Important
Recent Changes to the Income Tax Act & CRA Policies Affecting
Churches presented by Terrance
S. Carter at the Law & Church Leadership Seminar put on
by the Evangelical Fellowship of Canada and Christian Legal
Fellowship. Vancouver - September 30, 2004.
|
Sept 30, 2004
|
|
| The Institute
of Chartered Accountants of Ontario hosted
a workshop in Toronto, Ontario, with Terrance S. Carter and
Theresa L.M. Man presenting on “Director and Officer Liability
and Beyond” and “Recent Changes to the Income Tax
Act Affecting Charities.”
|
December 6, 2005
|
|
Investigating
Criminal Activities Including Sexual Abuse in the Church - How
to Respond and How to Protect the Church presented
by Bruce W. Long at the Law & Church Leadership Seminar
put on by the Evangelical Fellowship of Canada and Christian
Legal Fellowship. Vancouver - September 30, 2004.
|
Sept 30, 2004
|
|
| Key Considerations for
U.S. Charities Commencing Operations in Canada |
July 31, 1998
|
|
| Key Legal
Issues Regarding Foundations, Endowments and Not-For-Profit
Organizations: Practical Highlights of What You Need To Know
To Safeguard Your Organizationwas
presented by Karen J. Cooper at the 6th Annual Foundation, Endowments
& Not-for-Profit Investments Summit hosted by the Strategy
Institute in Toronto, Ontario.
|
Oct 12, 2006
|
|
Key
Legal Responsibilities of Charities in Planned Giving
presented by Terrance S. Carter to the
Canadian Cancer Society in Ottawa.
|
Oct 8 , 2003
|
|
Lawyers'
Due Diligence (Legal Risk Management Checklist) presented
by Terrance S. Carter at the Charitable
and Non-profit Primer hosted by the Volunteer Lawyers Service
and the Law Society of Upper Canada.
|
Sep 27, 2004
|
|
| Legal and
Ethical Responsibilities of Board Members
was presented by Karen J. Cooper and Konrad Leigel at the 2009
Canadian Land Trust Annual Conference in Halifax, Nova Scotia.
|
|
|
| Legal
Duties of Directors of Charities and Not-for-Profits
by Terrance S. Carter, B.A., LL.B. and
Jacqueline M. Connor, B.A., LL.B. |
May 13, 2003
|
|
| Legal
Issues for Associations, a one-day
conference hosted by the Canadian Society of Association Executives,
was held in Ottawa, Ontario, with lawyers from Carter &
Associates presenting on the following topics: |
January 27, 2005
|
|
| |
"Identification and Management
of Key Legal Compliance Issues for Associations"
by Terrance S. Carter |
|
|
|
| |
"An Overview of Intellectual
Property Issues for Associations" by Terrance S.
Carter |
|
|
|
| |
"Avoidance of Risks by Directors
of Charities and Not-for-Profits" by Jane Burke-Robertson |
|
|
|
| Legal Issues in Investments
of Charitable Funds |
Sep 20, 1999
|
|
| Legal Issues Involving
Fundraising on the Internet |
Nov 10, 1999
|
|
| Legal
Risk Management for Directors was
presented by Donald J. Bourgeois for the Volunteer Action Centre
in Kitchener, Ontario. |
March 2, 2005
|
|
| Libraries
and the Law was hosted by the Southern
Ontario Library Services at the Collingwood Public Library,
in Collingwood, Ontario, with U. Shen Goh presenting. |
August 29, 2007
|
|
| |
"Children, Libraries and
the Law" |
|
|
|
|
|
|
|
| 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
|
Paper |
| |
“Identification and Management
of Key Legal Compliance Issues for Associations,”
by Terrance S. Carter |
|
|
|
| |
“An Overview of Intellectual
Property Issues for Associations,” by
Terrance S. Carter |
|
|
|
| |
“Avoidance of Risks by Directors
of Charities and Non-Profits,” by Jane Burke-Roberston
(Counsel). |
|
|
|
| "Looking
A Gift Horse in the Mouth – Legal Liabilities Issues for
Directors in Charitable Fundraising",
presented by Terrance S. Carter as part of the Schulich School
of Business "Passport to Excellence” Breakfast Series
held at York University. |
June 24, 2004
|
|
| "Looking
A Gift Horse in the Mouth – Legal Liabilities in Charitable
Fundraising", was presented
by Terrance S. Carter at the 11th National CAGP Conference in
Toronto. |
April 16, 2004
|
|
| Maximizing
a Charitable Gift was presented
by Elena M. Hoffstein and Terrance S. Carter for The Association
of Fundraising Professionals (AFP) Congress 2009 - Enhancing
Philanthropy Around the World in Toronto, Ontario. |
November 30, 2009
|
|
| Measuring
Comparative Worthiness: Striation of Charities in Canada
was presented by Terrance S. Carter and Theresa L.M. Man at
the New York University National Centre on Philanthropy and
the Law's 21st Annual Conference,held in New York. |
Oct 30, 2009
|
Paper
|
| National and International
Charitable Structures: Achieving Protection and Control |
Nov 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 and
Unusual Gifts was presented by
M. Elena Hoffstein at the Hospitals and Foundations Seminar
Series: New Developments in Planned Giving and Charity Law hosted
by Carters Professional Corporation and Fasken Martineau DuMoulin
LLP in Toronto, Ontario. |
May 1, 2007
|
|
| New CRA
Policy on Foreign Activities was
presented by Terrance S. Carter and Elena M. Hoffstein for The
Association of Fundraising Professionals (AFP) Congress 2009
- Enhancing Philanthropy Around the World in Toronto, Ontario.
|
November 30, 2009
|
|
| New Delegation Powers
for Charities in Ontario Under The Trustee Act |
Oct 4, 2001
|
|
| New
Directions at CCRA and in the Courts Affecting Churches and
Charities presented by Carl Juneau
of the Canada Customs and Revenue Agency at
the 2003 Church & the Law™ Seminar. |
Nov 12, 2003
|
|
| 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
|
Paper |
New York
University School of Law, National Center on Philanthropy and
the Law Conference
| |
"Charities and Compliance
with Anti-Terrorism Legislation: The Shadow of the Law;"
and
"Diversions of Charitable
Assets: Crimes and Punishments in Canada."
|
|
October 28-29, 2004
|
|
| Ontario
Human Rights Code: Anti-Harassment and Anti-Discrimination Training
was presented by U. Shen Goh for
the Canadian Mental Health Association of Peel in Brampton,
Ontario. |
February 15, 2008
|
|
| Ottawa
Region Charity & Not-for-Profit Law™ Seminar
was held at Arlington Woods Free Methodist
Church, in Nepean, Ontario, with over 280 in attendance. |
February 18, 2010
|
|
| Ottawa
Region Church & Charity Law™ Seminar
was held at Arlington Woods Free Methodist
Church, in Nepean, Ontario, with over 260 in attendance. |
February 11, 2009
|
|
| Overview of National and
International Charitable Structures: Achieving Protection and
Control |
Feb 3, 1999
|
|
Overview of the Anti-terrorism
Legislation As It Relates to Charities
|
June 21, 2002
|
|
| 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
was presented by Karen J. Cooper and Theresa L.M. Man at The
Ontario Tax Foundation Conference in
Toronto, Ontario. |
October 16, 2006
|
|
| Policy
Based Board Governance: What Works and What Doesn't
presented by Donald J. Bourgeois at the Hospice Association
of Ontario 15th Annual Conference in Alliston, Ontario. |
Oct 16, 2004
|
|
| Policy Structured By-Laws
was presented by Donald J. Bourgeois 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
|
|
| Privacy
Compliance: What Churches and Charities Need to Do by January
1, 2004 presented by Mark J. Wong
of Carter & Associates at the 2003 Church & the Law™
Seminar. |
Nov 12, 2003
|
|
| Proactive
Legal Audits was presented by
Terrance S. Carter at the Hospitals and Foundations Seminar
Series- Healthcare Philanthropy: Check-up 2008 hosted by Fasken
Martineau DuMoulin LLP and Carters Professional Corporation
at The Estates of Sunnybrook in Toronto, Ontario. |
May 28, 2008
|
|
| Proposed
new Tax Rules presented by Terrance
Carter at the Tax Update for Charities seminar in Toronto. |
May 5, 2004
|
|
| Proposed
2004 Budget Provisions by Elena
Hoffstein at the Tax Update for Charities seminar in Toronto.
|
May
5, 2004
|
|
| Protecting
Your Charity's Name and Reputation - Trade-mark Issues for Charities
presented by Terrance S. Carter at the NSFRE Pre-Congress Day. |
Nov 10, 1999
|
|
| The
Public Guardian and Trustee in Ontario: How to Avoid Complaints
and Court Audits presented by Kenneth
Goodman from The Office of the Public Guardian & Trustee
of Ontario, at the 2003
Church & the Law™ Seminar. |
Nov 12, 2003
|
|
| Recent
Update in Charity Law: The Year in Review
was presented by Terrance S. Carter at the Hospitals and Foundations
Seminar Series- Healthcare Philanthropy: Check-up 2008 hosted
by Fasken Martineau DuMoulin LLP and Carters Professional Corporation
at The Estates of Sunnybrook in Toronto, Ontario. |
May 28, 2008
|
|
| Recent
Amendments to the Income Tax Act Affecting Charities
and Donors presented by Terrance
S. Carter for The Foundation of Guelph General Hospital.
|
November 24, 2005
|
|
| Recent
Federal Budget’s Impact on Charities was
presented by Karen J. Cooper at the Tax Law Update: CRA &
Practitioners' Roundtables hosted by the Ottawa branch of STEP
Canada.
|
May 16, 2007
|
|
| Recent
Income Tax Amendments Affecting Charities and Gift Planning
was presented by Terrance S. Carter of
Carter & Associates at the 12th National CAGP*ACPDP Conference
held in Quebec City. |
April 14, 2005
|
|
| Recent
Legal Developments Affecting Charities
was presented by Terrance S. Carter for the Niagara Estate Planning
Council. |
March 3, 2009
|
|
| Recent
Tax Changes was presented by Karen
J. Cooper at The 2009 Gathering of the Ontario Land Trust Alliance
(OLTA), "Solid Foundation: Together We Can," in Barrie,
Ontario. |
Oct 30, 2009
|
|
| Recent
Tax Changes and How They Affect Your Land Trust
was presented by Karen J. Cooper at the 2009 Canadian Land Trust
Annual Conference, in Halifax, Nova Scotia. |
|
|
| 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
|
Paper
|
| Related
Business and Social Enterprise
was presented by Terrance S. Carter as part of The University
of Ottawa Introduction to the Law of Charities and Non-Profit
Organizations course. |
October 19, 2009
|
|
| Religious
and Institutional Properties: Practical Issues for Charities
and Not-for-Profit Practitioners
presented by Terrance S. Carter and John M. Latham of Carter
& Associates at the Ontario Bar Association Program on Charity
and Not-for-Profit Law was held
in Toronto, Ontario |
April 7,
2005
|
|
Returning
a Gift- What are the Options?
was presented by Karen J. Cooper and Jane Burke-Robertson at
the Advanced Gift Planning Symposium hosted by the Canadian
Association of Gift Planners in Ottawa, Ontario.
|
November 3, 2005
|
|
Revised Investment Powers
for Charities Under the Trustee Act: Delegation and Investment
Policies
|
June 18, 2002
|
|
| Same
Sex Marriages: What Churches and Religious Charities Can Do
in Response presented by Esther
S.J. Oh and Terrance S. Carter of Carter & Associates at
the 2003 Church & the Law™ Seminar. |
Nov 12, 2003
|
|
| Selected
Tax Aspects of Planned Giving presented
by M. Elena Hoffstein of the affiliated law firm of Fasken,
Martineau, DuMoulin LLP to the Canadian Cancer Society in Ottawa.
|
Oct 8, 2003
|
|
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.
|
|
|
| Special
Consideration in Gift Planning for Religious Charities
was presented by Terrance S. Carter at The 15th Annual CAGP-ACPDP™
Conference held in Vancouver B.C. |
April
23-25, 2008 |
|
| 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
|
|
| Surviving
a CRA Audit was presented by Karen
J. Cooper at a meeting The Financial Officer's Group in Scarborough,
Ontario. |
November 6, 2008
|
|
Taking
the Government's Shillings: Legal and Practical Issues
was presented by Donald J. Bourgeois at the 2008 National Charity
Law Symposium (CBA - OBA Joint program) Co-chaired by Terrance
S. Carter and Linda Godel in Toronto, Ontario.
|
|
|
| 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
|
Paper: Part I
Part II < |
| The 2009
Annual Church & Charity Law™ Seminar
Presentation Materials.
|
November 10,
2009
|
|
| The 2008
Annual Church & Charity Law™ Seminar
Presentation Materials.
|
November 6,
2008
|
|
| The 2007
Annual Church & Charity Law™ Seminar
Presentation Materials.
|
November 7,
2007
|
|
| The 2006
Annual Church & Charity Law™ Seminar
Presentation Materials.
|
November 8,
2006
|
|
| The 2005
Annual Church & Charity Law Seminar Presentation
Materials .
|
November
9,
2005 |
|
| The 2004
Annual Church & Charity Law™ Seminar
Presentation |
November
11,
2004 |
|
| The Impact
of Anti-Terrorism Legislation on Christian Charities, was
presented by Terrance S. Carter to the Canadian Council of Christian
Charities in Mississauga, Ontario. |
September 27, 2005
|
|
| Thoughts
on Child Protection Policies: How to Make them Work for your
Non-Profit or Charity was presented
by Esther S.J. Oh as part of a risk management seminar series
hosted by Imagine Canada. |
June 7, 2010
|
|
| The Use
of Private Foundations for Planned Giving
was presented by Terrance S. Carter and Theresa L.M. Man at
the BDO 2007 National Tax Specialist Conference in Toronto,
Ontario. |
January 14, 2007
|
|
| “The
What, Where and When of Anti-Terrorism Legislation,”was
presented by Terrance S. Carter at the 4th National Symposium
on Charity Law hosted by The Canadian Bar Association –
Continuing Legal Education in Toronto, Ontario. |
May 11, 2006
|
Paper
|
| The Y2K Problem for Charities:
Avoiding Legal Liability |
Feb 3, 1999
|
|
| The Year-end
Process was presented by Terrance
S. Carter as part of the Philanthropic Foundations Canada (PFC)
2007 Professioanl Development Program. |
May 15, 2007
|
|
| Understanding
CRA New Guidance on Fundraising and How it Impacts What Fundraisers
Do was presented by Terrance S.
Carter as part of the Humber College Graduate Course on Fundraising.
|
October 13, 2009
|
|
| Understanding
CRA's New Guidance on Fundraising & How it Impacts Your
Fundraising, a free webinar hosted
by the Association of Fundraising Professionals was presented
by Terrance Carter with Ken Mayhew as moderator. |
September 23, 2009
|
|
| United
Way Distinguished Speaker Luncheon (Windsor - Essex County),
was held in Windsor, Ontario,
with Terrance S. Carter presenting: |
Jan 19, 2005
|
|
| |
"The Legal Duties of Directors
of Charities and Not-for-Profits" |
|
|
[Paper] |
| |
"Good Governance in Meeting
the Duties of Directors of Charities and Not-for-Profits" |
|
|
[Paper] |
| |
"Due Diligence in Avoiding
Risks for Directors of Charities and Not-for-Profits" |
|
|
[Paper] |
| |
"How to Avoid Liability in
Fundraising" |
|
|
|
| |
"Recent Changes to the
Income Tax Act Affecting Charities" |
|
|
|
| Unusual
and New Gifts was presented by
Karen J. Cooper, Edgar A. Frechette and M. Elena Hoffstein at
the Canadian Association of Gift Planners (CAGP) Annual Conference
in Halifax, Nova Scotia. |
April 12, 2007
|
|
| Update
on Changes to the Income Tax Act Affecting Charities
presented by Terrance S. Carter for the
Association of Treasurers of Religious Institutes (ATRI) Annual
Conference in Winnipeg, Manitoba. |
October 1, 2006
|
|
| Use of
Private and Public Foundations
was presented by M. Elena Hoffstein of Fasken Martineau DuMoulin
LLP at the 2007 Annual Tax Conference of the Canadian Tax Foundation. |
November 25 - 27, 2007
|
Paper |
| 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. |
Sep 24, 1999
|
|
VOLUNTEER LAWYER SERVICE
"WHAT IS A CHARITY?"
|
June 4, 1998
|
|
| What Arts
Consultants Need to Know About Copyright Law and Intellectual
Property was presented by Donald
J. Bourgeois at a Symposium of the Arts Consultants Canada /Consultants
Canadiens en arts. |
|
|
| 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
|
Paper |
| Where it
all Starts: Governance and Fiduciary Risk is
a three part talk presented by Terrance S. Carter at The John
McIninch Foundation Symposium in Toronto, Ontario. |
November 23, 2007
|
|
| |
"Part I - The Legal Duties
of Directors and Officers of Charities and Not-for-Profits",
|
|
|
| |
"Part II - Due Diligence
in Avoiding Liability for Directors and Officers of Charities
and Not-for-Profits", |
|
|
| |
and "Part III - Compliance
Issues for Charities and Not-for-Profits: A Pro-active
Approach." |
|
|
| Working
With Private Foundations was presented
by Theresa L.M. Man at the Hospitals and Foundations Seminar
Series: New Developments in Planned Giving and Charity Law hosted
by Carters Professional Corporation and Fasken Martineau DuMoulin
LLP in Toronto, Ontario. |
May 1, 2007
|
|
