| Upcoming Events and Presentations |
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St. Paul
University's Faculty of Canon Law Legal Seminar
being held at the university in Ottawa, Ontario, on August 18-25,
2010, will include the following presentations:
"Corporate Compliance Issues
for Religious Orders" by Terrance S. Carter and Jennifer
M. Leddy (English only); and
"Canada Revenue Agency" by Karen J. Cooper (English
& French).
August 18-25, 2010
Details 
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| Recent Events and Presentation
Materials |
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The CBA
Canadian Legal Conference 2010
being held in Niagara Falls, Ontario, will include a talk by
Karen J. Cooper and Jane Burke-Robertson in the session entitled
"A Comparison of Jurisdictions for Your Charitable Organization."
August 15-17, 2010
Details
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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
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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
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Healthcare
Philanthropy: Check-Up 2010, hosted
by Carters Professional Corporation and Fasken Martineau DuMoulin
LLP, was held at The Estates of Sunnybrook in Toronto, Ontario,
included the following presentations:
"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.
June 10, 2010 |
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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.
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The 2010
Christian Legal Intervention Academy
hosted by Faith and Freedom Alliance at St. Michael's College
in Toronto, Ontario, included the following presentations:
"Human Rights: an Overview"
by Mervyn F. White; and
"Human Rights Concerns: What Churches And Religious Organizations
Can Do In Response" by Terrance S. Carter.
June 5, 2010 |
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Hamilton
Law Association's CLE Round Table Session on Charity Law
included a presentation by Terrance S. Carter entitled "Advising
the Charitable Client."
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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
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Owen Sound
Regional Hospital Foundation Workshop for Professional Advisors
included a presentation by Terrance S. Carter entitled "Implications
of Disbursement Quota Reform."
May 27, 2010
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2010 Church
Protection Plus Risk Management Symposium hosted
by Robertson Hall in Mississauga, Ontario, included a presentation
by Bruce W. Long entitled "Criminal Charges and Regulation
Offences."
May 27, 2010
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Divine
Perspectives on Your Career was
presented by Jennifer Leddy at the 2010 National Christian Law
Student Conference at the University of Ottawa.
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Ottawa
Region Charity & Not-for-Profit Law Seminar,
held on Thursday, February 18, 2010,
had more than 280 attendees.
Presentation Materials now
available!
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Advising
the Charitable Client: Risk Management Strategies
was presented by Terrance Carter as part of a panel discussion
with Bill Pashby entitled Lawyers on Non-Profit & Charity
Boards: Prestige, Reward, Pro Bono, Anxiety, Conflicts of Interest
and other Pitfalls at the OBA Institute.
February 16, 2010
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Understanding
CRA's New Guidance on Fundraising
was presented by Terrance S. Carter as part of the Catholic
Archdiocese of Toronto - ShareLife Agencies session.
January 28, 2010
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The Institute
of Chartered Accountants (ICAO) Professional Development Seminars
in Toronto, Ontario, entitled "Directors & Officer
Liability - The Essentials and Beyond" by Terrance S. Carter
and "Current Issues under the Income Tax Act Affecting
Charities" by Terrance S.
Carter and Theresa L.M. Man.
Session details:
Morning
Afternoon
December 10, 2009 |
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Certified
General Accountants of Ontario Professional Development Seminars
in Toronto, Ontario, entitled "The Income Tax Act and Charities:
Current Issues" and "Directors' and Officers' Liability:
The Essentials and Beyond" were presented by Karen J. Cooper
in Toronto, Ontario.
Session details:
Morning
Afternoon
December 3, 2009 |
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The Association
of Fundraising Professionals (AFP) Congress 2009 - Enhancing
Philanthropy Around the World in
Toronto, Ontario, included the following presentations by Terrance
S. Carter and Elena M. Hoffstein:
"Essential Charity Law
Update:"
"New CRA Policy on Foreign Activities:" and
"Maximizing a Charitable Gift."
November 30, 2009 |
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The Canadian
Association of Gift Planners (CAGP) Ottawa Roundtable
included Terrance S. Carter and Karen J. Cooper speaking on
"Essential Charity Law Update: What Every Gift Planner
Needs to Know."
November 19, 2009
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The 12th
Annual Estates and Trusts Summit hosted by the Law Society of
Upper Canada, held in Toronto,
Ontario, included a presentation by Terrance S. Carter entitled
"Charity Law Update for Estates and Trusts Practitioners:
The Past Year in Review."
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2009 Annual
Church & Charity Law™ Seminar was
held on Tuesday, November 10, 2009 at the Young-Nak Korean Presbyterian
Church of Toronto, with over 600 in attendance.
Presentation Materials now
available!
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The Institute
of Chartered Accountants (ICAO) Professional Development Seminars,
included a presentation by Karen J. Cooper entitled "Directors
& Officer Liability - The Essentials and Beyond" in
Ottawa, Ontario.
November 9, 2009
Details
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New York
University National Centre on Philanthropy and the Law's 21st
Annual Conference, held in New
York, included a presentation by Terrance S. Carter and Theresa
L.M. Man entitled "Measuring Comparative Worthiness: Striation
of Charities in Canada."
Paper
October 30, 2009
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The 2009
Gathering of the Ontario Land Trust Alliance (OLTA), "Solid
Foundation: Together We Can,"
in Barrie, Ontario, included a presentation by Karen J. Cooper
entitled "Recent Tax Changes."
October 30, 2009
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The University
of Ottawa Introduction to the Law of Charities and Non-Profit
Organizations, included a talk
by Terrance S. Carter entitled "Related Business and Social
Enterprise."
October 19, 2009
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Humber
College Graduate Course on Fundraising,
included a presentation by Terrance S. Carter entitled "Understanding
CRA New Guidance on Fundraising and How it Impacts What Fundraisers
Do."
October 13, 2009
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Institute
of Advanced Financial Planners' Symposium 2009,
held in London, Ontario, included a presentation by Terrance
S. Carter entitled "Effectively Structuring Endowment Agreements."
October 1, 2009
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The Canadian
Council of Christian Charities Annual Conference,
held in Mississauga, Ontario, included the following presentations:
"CRA's New Policy on Canadian
Charities Operating Outside of Canada" by Terrance S.
Carter, and
"CRA's Proposed New Guidance on Advancement of Religion
as a Charitable Purpose" by Terrance S. Carter and Jennifer
M. Leddy.
September 29, 2009 |
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Association
of Treasurers of Religious Institute's Conference 2009,
held in Ottawa, Ontario, included the following presentations:
"Recent CRA Developments
Affecting Religious Charities" by Terrance S. Carter,
"Charities Operating Outside Canada" by Karen J.
Cooper, and
"The Meaning of the Advancement of Religion as a Charitable
Purpose" by Jennifer M. Leddy.
September 26 and 27, 2009
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2009 Canadian
Land Trust Annual Conference, held
in Halifax, Nova Scotia, included the following presentations:
"Recent Tax Changes and
How They Affect Your Land Trust" by Karen J. Cooper,
and
"Legal and Ethical Responsibilities of Board Members"
by Karen J. Cooper and Konrad Leigel.
September 24 to 26, 2009
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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
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Tax Expenditures
and Public Policy in Comparative Perspective,
a conference co-sponsored by the Canadian Tax Foundation and
York University among others, was held at Osgoode Hall Law School
with Karen J. Cooper presenting "Ecological gifts are a
bargain."
September 11 and 12, 2009
Video of Conference - See Day 2
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The Institute
of Chartered Accountants Professional Development Seminars
included a presentation by Karen J. Cooper in Ottawa, Ontario,
entitled "Current Issues Under the Income Tax Act
Affecting Charities."
July 9, 2009
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Healthcare
Philanthropy: Check-Up 2009, hosted
by Fasken Martineau DuMoulin LLP and Carters Professional Corporation,
was held at The Estates of Sunnybrook in Toronto, Ontario, and
included the following presentations:
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The 2009
National Charity Law Symposium,
presented by the CBA and OBA Charity and Not-for-Profit Law
Sections and the Continuing Legal Education Committee in Toronto,
Ontario, included a presentation by Terrance S. Carter and Theresa
L.M. Man entitled "Business Activities and Social Enterprise:
Towards a New Paradigm."
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The 16th
Annual National CAGP-ACPDP Conference "Planned Giving:
Harnessing the Power," held
in Niagara Falls, Ontario, included the following presentations:
"Developing a Gift Acceptance
Policy"
by Theresa L.M. Man of Carters;
and "Essential Charity Law Update: What Every Gift Planner
Needs to Know"
by Terrance S. Carter and Karen J. Cooper of Carters.
April 23 & 24, 2009
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Modernizing
Charity Law Conference, hosted
by Queensland University of Technology in Brisbane, Australia,
included a presentation by Terrance S. Carter on "Tax Credits
and Capital Gains Strategies." Mr. Carter also participated
as a discussant in a session on "Religion" and as
part of an international panel discussing "Overview of
the Main Policies Used to Encourage Philanthropy."
"Tax Credits and Capital
Gains Strategies" by Terrance S. Carter.
Paper: Part I
Part II
April 16-18, 2009
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CANNEXUS
2009 National Career Development Conference,
held in Toronto, Ontario, included a presentation by Karen J.
Cooper, entitled "Charities and Not-for-Profits: Surviving
a CRA Audit."
April 6, 2009
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Niagara
Estate Planning Council Meeting
included a presentation by Terrance S. Carter entitled "Recent
Legal Developments Affecting Charities."
March 3, 2009
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Directors'
and Officers' Liability: The Essentials and Beyond for Your
Nonprofit was presented by Terrance
S. Carter for a workshop hosted by Canadian Fundraiser in Toronto,
Ontario.
February 19, 2009
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Ottawa
Region Charity Law Seminar,
held on Wednesday, February 11, 2009, was sold out with more
than 260 attendees.
Presentation Materials now
available!
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Canadian
Association of Gift Planners (CAGP) Ottawa Chapter
hosted a session in Ottawa, Ontario, with Karen J. Cooper presenting
"Gifts of Land - Changing Ground Rules!" .
February 5, 2009
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Imagine
Canada hosted a one-day workshop
for child & youth serving nonprofits "Managing Risk
With Confidence" in Toronto, Ontario, with Esther S.J.
Oh presenting "New Thoughts on Child Protection Policies:
How to Make Them Work for Your Charity or Non-Profit Organization."
.
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Canadian
Association of Gift Planners Niagara/Golden Horseshoe Local
Roundtable was held in Burlington,
Ontario, and included a talk by Theresa L.M. Man entitled Getting
Cold Yet? Hot Policies for Hot Gifts.
December 9, 2008
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Institute
of Chartered Accountants hosted
professional development sessions in Ottawa, Ontario, which
included the following presentations by Karen J. Cooper:
"Directors and Officers
Liability: The Essentials and Beyond," and
"Current Issues Under the Income Tax Act Affecting
Charities."
December 9, 2008
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AFP Audio-Conference
Series - Top Issues for Canadian Fundraisers
included a session entitled "Planned Giving and Gift Acceptance
Issues and Policies for Canadian Fundraisers" by Terrance
S. Carter and Theresa L.M. Man on , 2008.
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C.D. Howe
Institute Policy Conference - Strengthening Canada's Charities:
Examining Challenges to Canada's 'Third Sector'
included a session from Terrance S. Carter in Toronto, Ontario.
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Institute
of Chartered Accountants hosted
professional development sessions in Toronto, Ontario, which
included the following presentations:
"Directors and Officers
Liability: The Essentials and Beyond" by Terrance S.
Carter, and
"Current Issues Under the Income Tax Act Affecting
Charities" by Terrance S. Carter and Theresa L.M. Man.
November 20, 2008
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Special
Charity Law Session for Ottawa Area Fundraisers,
hosted by the Association of Fundraising Professionals - Ottawa
Chapter, was held in Ottawa, Ontario, with Jane Burke-Robertson
and Karen Cooper presenting "Considerations in Creating
Endowed Gifts and Gift Planning in Troubled Times."
November 20, 2008
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Small Business
Enterprise Centre's Busines & the Law Series held
in Orangeville, Ontario, included the following presentations:
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The Financial
Officer's Group held a meeting
in Scarborough, Ontario, that included a talk by Karen J. Cooper
entitled "Surviving a CRA Audit."
November 6, 2008
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2008 Annual
Church & Charity Law™ Seminar was
held on Thursday, November 6, 2008 at the Young-Nak Korean Presbyterian
Church of Toronto, with over 600 in attendance.
Presentation Materials now
available!
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Ontario
Land Trust Alliance (OLTA) Gathering & Carolinian Canada
Conference 2008 (London), hosted
by the Canadian Institute of Chartered Accountants (CICA), was
held in London, Ontario, and included a session by Karen J.
Cooper entitled "Recent Tax Changes and How They Affect
Your Land Trust."
October 24, 2008
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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.
October 24, 2008 |
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Small Business
Enterprise Centre's Busines & the Law Series held
in Orangeville, Ontario, included the following presentations:
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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
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The Association
of Treasurers of Religious Institutes 21st Annual General Conference
was held in Saskatoon, Saskatchewan,
and included a presentation by Karen J. Cooper entitled "CRA's
Top Ten Audit Issues".
September 28, 2008
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Work That
Endures - Power to the People Keeping Places Alive,
hosted by The Canadian Land Trust Alliance (CLTA) and the Heritage
Canada Foundation (HCF), was held in Quebec City, Quebec, and
included workshops by Karen J. Cooper entitled "Record
Keeping Policy" with Dave Walker, and a round-table on
"Reforms to Tax Incentives: Transferable Charitable Credits
for Gifts of Conservation Easements" with Professor Ellen
Zweibel from the University of Ottawa Faculty of Law.
September 26, 2008
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Canadian
Council of Christian Charities Annual Christian Leadership/Stewardship
Conference was held in Calgary,
Alberta, and included a workshop by Terrance S. Carter entitled
"Strategies for Protecting Charitable Assets Through Multiple
Corporate Structures".
September 23, 2008
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Update
on Income Tax Issues Affecting Charities
was presented by Terrance S. Carter and Theresa L.M. Man for
this workshop hosted by Canadian Fundraiser in Toronto, Ontario.
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CICA's
Annual Conference on Income Taxes,
hosted by the Canadian Institute of Chartered Accountants (CICA),
was held in Toronto, Ontario, and included a sessionby Karen
J. Cooper entitled "Planned Giving Options."
September 16, 2008
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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
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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
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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.
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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
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The Ottawa
Region Church & Charity Law™ Seminar
was held on Wednesday, February 6, 2008,
at Arlington Woods Free Methodist Church, Nepean, Ontario, with
over 280 in attendance.
Presentation Materials now
available
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Ontario
Bar Association Charities & Not-for-Profit Section Meeting
included a presentation by Terrance
S. Carter and Theresa L.M. Man entitled "Donation Tax Shelters
& Flow Through Shares."
Tuesday, January 29, 2008
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AFP 2008
Webconferences on Canadian Legal Issues: Donation Tax Shelters
& Flow Through Shares is the
first of this series of seminars being offered by the Association
of Fundraising Professionals with Terrance S. Carter and Theresa
L.M. Man presenting.
Thursday, January 24, 2008
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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:
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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
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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.
"Part I - The Legal Duties
of Directors and Officers of Charities and Not-for-Profits",
Summary
"Part II - Due Diligence in Avoiding Liability for Directors
and Officers of Charities and Not-for-Profits",
Summary
and "Part III - Compliance Issues for Charities and Not-for-Profits:
A Pro-active Approach."
November 23, 2007
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The Association
of Fundraising Professionals (AFP) Greater Toronto Chapter's
Congress 2007, held in Toronto,
Ontario, included the following presentations.
"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.
November 14, 2007
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2007 Annual
Church & Charity Law™ Seminar was
held on Wednesday, November 7, 2007 at the Young-Nak Korean
Presbyterian Church of Toronto, with over 600 in attendance.
Presentation Materials now
available!
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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.
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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.
Power Point
Written Submission
October 26, 2007
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Charity
Law: The Past Year in Review was
presented by Terrance S. Carter at the Canadian Association
of Gift Planners (CAGP) Golden Horseshoe Seminar held in Burlington,
Ontario.
October 19, 2007
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Recent
Tax Changes and How They Affect Your Land Trust was
presented by Karen J. Cooper at the Canadian Land Trust Conference
2007 being held in Ottawa, Ontario.
October 19, 2007
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Navigating
a CRA Audit and Living to Tell the Tale
was presented by Karen J. Cooper at the 20th Annual General
Conference of ATRI held in Saint John, New Brunswicks:
Supplementary Materials
September 29, 2007
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How to
Advise your Charitable Clients on Multiple Corporate Structures
was presented by Terrance S. Carter
at the CLF 2007 National Conference, held in Mississauga, Ontario.
September 29, 2007
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The American
Bar Association’s Taxation Section 2007 Joint Fall CLE
Meeting held in Vancouver, B.C.,
from September 27th to 29th, 2007, included a Panel Discussion
on Cross Border Anti-Terrorism Issues with Terrance S. Carter
as a panellist.
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CCCC Conference
2007 held in Mississauga, Ontario,
included the following presentations by Terrance S. Carter:
"Pro-Active Legal Audits:
What They Are and How to Benefit From One",
and"Do's and Don'ts of Establishing and Managing Endowed
Gifts."
September 25, 2007
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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, 2007
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Current
Issues Under the Income Tax Act is
being presented by Terrance S. Carter and Theresa L.M. Man for
this workshop hosted by Canadian Fundraiser in Toronto, Ontario.
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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.
"Children, Libraries and
the Law",
and"Protection of Privacy."
August 29, 2007
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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
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Highlights
of CRA Compliance Requirements was
presented by Terrance S. Carter and Karen J. Cooper for St.
Paul University, in Ottawa, Ontario.
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Director's
and Officer's Liability: The Essentials and beyond for Non-Profits
was presented by Terrance S. Carter
at the Wild Rose Foundation - Vitalize 2007 conference in Calgary,
and included the following:
"Part
I: The Legal Duties of Directors and Officers of Charities
and Not-for-Profits (Alberta)";
Summary
"Part II: Due Diligence in Avoiding Liability for Directors
and Officers of Charities and Not-for-Profit (Alberta)";
Summary
June 8, 2007
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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.
May 28, 2007
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Avoiding
Liability in Charitable Fundraising
was presented by Karen Cooper for Volunteer Ottawa's Annual
General Meeting.
May 28, 2007
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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
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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
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2007 National
Charity Law Symposium was hosted
by the Canadian Bar Association, with Terrance S. Carter as
co-chair, and included the following presentations:
"Cross
Border Issues Under the Canada – U.S. Tax Treaty: U.S.
Charities Operating in Canada" Theresa L.M. Man;
Paper
"Natural Justice, Members and the Not-For-Profit Organization:
“Fair Play in Action”" Jane Burke-Robertson;
Paper
May 10, 2007
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Hospitals
and Foundations Seminar Series: New Developments in Planned
Giving and Charity Law was hosted
by Carters Professional Corporation and Fasken Martineau DuMoulin
LLP at The Estates of Sunnybrook in Toronto, Ontario, with presentations
on the following topics:
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International Commission of Jurists'
Eminent Jurist Panel on Terrorism, Counter-Terrorism and Human
Rights included a presentation at
the Canadian Hearings by Terrance S. Carter entitled "Canadian
Charities: The Forgotten Victims of Canada’s Anti-Terrorism
Legislation."
April 24, 2007
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Libraries
and the Law was hosted by the Southern
Ontario Library Services at the Burlington Public Library, in
Burlington, Ontario, with U. Shen Goh presenting.
"Children, Libraries
and the Law"
"Protection of Privacy.”
April 24, 2007
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Canadian
Association of Gift Planners (CAGP) Annual Conference
was held in Halifax, Nova Scotia, with the following presentations
from Carters and Fasken Martineau:
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The Canadian
Mental Health Association of Peel
hosted a seminar with U Shen Goh speaking on the following topics:
“Diversity &
Human Resources.”
“Employment Law, Legislation
& Guidelines.”
March 19, 2007
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United
Way of Simcoe hosted a seminar
in Barrie, Ontario, with D. Ann Walters presenting a talk entitled
"Insurance and Risk Management Issues for Volunteer Management.”
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York District
Chartered Accountant Association
hosted a dinner seminar with a presentation by Terrance S. Carter
entitled "Not-for-Profit Organizations - Directors and
Officers Liability: The Essentials and Beyond”
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Governance
101, a Professional Development
program hosted by the Certified General Accountants of Ontario
Ottawa Chapter on included Karen J. Cooper presenting on governance
and directors and officers liability.
March 6, 2007
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Waterloo
Regional Arts Council hosted Board
School at Kitchener City Hall, Conestoga Room, Kitchener, with
Donald J. Bourgeois presenting “Human Resources: Investing
in and Managing and Organizations Key Assets.”
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The Nuts
and Bolts of Running Company Meetings,
a Continuing Legal Education program hosted by the Ontario Bar
Association, included a talk by Terrance S. Carter and Theresa
L.M. Man entitled “How To Conduct Board and Members’
Meetings of Non-Share Capital Corporations.”
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The Canadian
Institute's 7th National Summit on Institutional Liability for
Sexual Assault & Abuse included
a talk entitled "Abuse Policies - A Proactive Approach
to Vicarious Liability for Non-Profit Organizations" by
Mervyn F. White in Toronto, Ontario.
February 19, 2007
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Ontario
Bar Association 2007 Institute of Continuing Legal Education
included a talk by Terrance S.
Carter entitled "Charity Law - the Year in Review"
as part of the Trusts & Estates session "Gone..But
Not Forgotten" held in Toronto, Ontario.
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General
Insurance Issues for Charities and Not-for-Profit Organizations
was hosted by the Ontario Bar
Association Charity & Not-for-Profit Law Section in Toronto,
Ontario, with Mervyn F. White presenting.
January 25, 2007
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The United
Way/Centraide of Windsor - Essex County
hosted a luncheon presentation at the Caboto Club, 2175 Parent
Avenue, in Windsor, Ontario, with Terrance S. Carter speaking
on “Legal Risk Management for Charities & Not-for-Profit
Organizations.”
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BDO 2007
National Tax Specialist Conference
was held at the Royal York Hotel, Front Street, Toronto, with
Terrance S. Carter and Theresa L.M. Man presenting the following:
“Recent Tax Changes
to the Income Tax Act.”
“The Use of Private Foundations
for Planned Giving.”
January 14, 2007
|
|
Waterloo
Regional Arts Council hosted Board
School at Kitchener City Hall, Conestoga Room, Kitchener, with
Donald J. Bourgeois presenting “Grant Writing: What Convinces
Funders?”
|
|
The United
Way of Peel hosted a seminar in
Mississauga, Ontario with U Shen Goh speaking on the following
topics:
“Diversity &
Human Resources.”
“Employment Law, Legislation
& Guidelines.”
January 8, 2007
|
|
Institute
of Chartered Accountants of Ontario
hosted a seminar in Markham, Ontario, with Terrance S. Carter
speaking on “Director and Officer Liability and Beyond”
and “Recent Changes to the Income Tax Act Affecting
Charities.”
December 12 (rescheduled from
November 21), 2006
|
|
Institute
of Chartered Accountants of Ontario
hosted a seminar in Ottawa, Ontario, with Karen J. Cooper speaking
on "CRA Tax Litigation.”
|
|
United
Way Simcoe County and the County of Simcoe
hosted a seminar with Terrance S. Carter presenting "Directors
and Officers Liability and Beyond.”
November 28, 2006
|
|
2006 Planned
Giving Counsel Symposium - The Business of Giving: What You
Need to Know was held in Barrie,
Ontario, with Terrance S. Carter presenting "The Changing
Legislative Environment: What all Professional Advisors need
to know.”
November 24, 2006
|
|
Integrating
Health Services, a conference hosted
by Insight Information in Toronto, Ontario, included a presentation
by Terrance S. Carter entitled "Untangling the Underlying
Legal Issues in the Transfer of Charitable Assets.”
November 23, 2006
|
|
Institute
of Chartered Accountants of Ontario
hosted a seminar in Ottawa, Ontario, with Karen J. Cooper speaking
on "Not-for-Profit Organizations and Registered Charities”
|
|
Justice
Together is a series of events hosted by Carters Professional
Corporation with the International Justice Mission
with first hand accounts from leading justice professionals
who are taking the fight against child exploitation to the world’s
darkest corners. Bruce W. Long, counsel to Carters, spoke in
London, Ontario. Visit www.ijm.ca
for other dates and details.
November 15, 2006
|
|
Caledon
Planned Giving hosted a breakfast
seminar with Terrance S. Carter speaking on "Planned Giving
for High Net Worth Clients.”
November 16, 2006
|
|
2006 Annual
Church & Charity Law™ Seminar was
held on Wednesday, November 8, 2006 at the Young-Nak Korean
Presbyterian Church of Toronto, with over 600 in attendance.
Presentation Materials now
available! |
|
Board School
was hosted by the Waterloo Regional Arts Council at
the Waterloo Memorial Recreation Complex, Room 200, Waterloo,
Ontario, with Donald J. Bourgeois presenting “Privacy:
What You need to Know is Not A Secret.”
|
|
Ontario
Land Trust Alliance Gathering 2006
included lawyers from Carters speaking on the following topics:
“Directors’ and Officers’
Duties Regarding Conflicts of Interest,” by Terrance
Carter
Part I
Part II
Handout
and “Recent Tax Changes” by Karen Cooper."
November 3, 2006
|
|
The Impact
of Anti-terrorism Legislation on Charities
was presented by Terrance S. Carter for the University of Ottawa
course "Introduction to the Law of Charities and Non-Profit
Organizations."
October 30, 2006
|
|
Christian
Legal Fellowship Ottawa-Gatineau
and the University of Ottawa chapters hosted a luncheon in Ottawa,
Ontario, with Terrance S. Carter speaking on the Highlights
of Key Legal Issues Facing the Church.
October 30, 2006
|
|
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."
October 23, 2006
|
|
Seventh
Annual Global Conference on Environmental Taxation: Instruments
of Change for a Sustainable Economy
was hosted by the Faculty of Law, University of Ottawa, at the
Château Laurier in Ottawa, Ontario, with Karen J. Cooper
chairing the session entitled "Reforming Subsidies to Advance
Environmental Objectives."
October 22 - 24, 2006
|
|
The Ontario
Tax Foundation Conference was held
in Toronto, Ontario, with Karen J. Cooper and Theresa L.M. Man
presenting "Planned Giving for High Net Worth Clients."
|
|
Institute
of Chartered Accountants held a
professional development course in Toronto, Ontario, with Terrance
Carter presenting on "Director and Officer Liability and
Beyond" and "Recent Changes to the Income Tax Act
Affecting Charities."
October 16, 2006
|
|
Ryerson's
Voluntary Sector Management Program included a guest lecture
by Terrance Carter on the legal
aspects of "Strengthening Non-profit Organizations"
at Ryerson University in Toronto, Ontario.
|
|
6th Annual
Foundation, Endowments & Not-for-Profit Investments Summit
wasg hosted by the Strategy Institute in Toronto, Ontario.,
with Karen J. Cooper presenting a talk entitled ‘Key Legal
Issues Regarding Foundations, Endowments and Not-For-Profit
Organizations: Practical Highlights of What You Need To Know
To Safeguard Your Organization.’
October 11 - 12, 2006
|
|
Board School
was hosted by the Waterloo Regional Arts Council
at The Registry Theatre, 122 Frederick Street, Kitchener, Ontario,
with Donald J. Bourgeois presenting "Governance 101: The
Foundation Seminar."
|
|
Association
of Treasurers of Religious Institutes (ATRI) hosted
their Annual Conference in Winnipeg, Manitoba, with Terrance
S. Carter presenting on the following selected topics.
Consideration in Utilizing
Multiple Corporate Entities to Protect Charitable Assets
Documenting Transfer of Funds Outside Canada
Update on Changes to the Income Tax Act Affecting Charities
October 1, 2006 |
|
Christian
Legal Intervention Academy Training Event in
Calgary, Alberta, included a talk by Mervyn F. White of Carters
with Scott Kennedy entitled “Human Rights Code: Friend
or Foe” which discussed the case of Kevin Kisilowsky, Marriage
Commissioner.
September 30, 2006
|
|
Christian
Legal Fellowship hosted its Annual
National Conference in Calgary, Alberta, with Terrance S. Carter
speaking on the Highlights of Key Legal Issues Facing the Church.
September 30, 2006
|
|
The Canadian
Council of Christian Charities hosted
their 2006 Conference in Richmond B.C. with Terrance S. Carter
presenting a session entitled “Directors’ and Officers’
Liability: The Essentials and Beyond.”
September 27, 2006
|
|
Canadian
Fundraiser hosted a seminar entitled "Recent Tax Changes
Affecting Charities: Stuff You Need to Know"
in Toronto, Ontario, with Terrance S. Carter and Theresa L.M.
Man presenting.
|
|
Valuing
Nature – Stewardship & Conservation of Canada 2006
is a joint program sponsored by
the Newfoundland and Labrador Legacy Nature Trust and the Government
of Newfoundland and Labrador and is being held from July 5 –
8, 2006 at Corner Brook, Newfoundland. Karen J. Cooper will
be presenting the Changing Legal Environment.
July 8, 2006
|
|
Association
of Health Care Professionals hosted
their 2006 Canada Regional Conference from June 18 to 20, 2006
in Whistler, B.C., with Terrance S. Carter presenting a talk
on ‘Directors’ and Officers’ Liability.’
June 20, 2006
|
|
Church
Leadership and the Law, hosted
by the Christian Legal Fellowship, was held in Winnipeg, Manitoba,
with Terrance S. Carter and Mervyn F. White presenting.
May 25, 2006
|
|
4th National
Symposium on Charity Law was hosted
by the Canadian and Ontario Bar Associations at the Ontario
Bar Association Conference Centre in Toronto, Ontario. Presentation
materials from Carters on the folowing topics are now available.
Karen J. Cooper - Control: Who,
How, What, When and Why?
Paper
Theresa L.M. Man and Elena Hoffstein (Fasken Martineau) -
When is an Advantage Not an Advantage?
Paper
Donald J. Bourgeois - Policy Structured By-Laws
Thursday, May 11, 2006
|
|
Recent
Tax Changes Affecting Charities: Stuff You Need to Know
hosted by Canadian FundRaiser was held at the J.J. Wettlaufer
Executive Centre, in Mississauga, Ontario, with Terrance S.
Carter and Theresa L.M. Man presenting.
May 2, 2006
|
|
Charities
and Not-for-Profits CLE Primer II
was hosted by the Volunteer Lawyer Service at the offices of
Fasken Martineau DuMoulin LLP in Toronto, Ontario. Terrance
S. Carter and M. Elena Hoffstein presented on various topics
throughout the morning.
Wednesday, April 26, 2006
|
|
Health
and Charity Law Seminar hosted
by Carters Professional Corporation and Fasken Martineau DuMoulin
LLP was held at the Estates of Sunnybrook, Vaughan Estates in
Toronto, Ontario.
April 5, 2006
|
|
The Six-Minute
Estates Lawyer 2006 was hosted
by the Law Society of Upper Canada in Toronto, Ontario, and
included a talk entitled “2005 Charity Law Update”
presented by Terrance S. Carter and David P. Stevens.
|
|
Health
and Charity Law Seminar hosted
by Fasken Martineau DuMoulin LLP was held at the Estates of
Sunnybrook, Vaughan Estates in Toronto, Ontario. Terrance S.
Carter spoke on the charitable implications of the new LHIN
legislation.
March 8, 2006
|
|
Directors
and Officers Liability and Beyond
was hosted by Canadian Fundraiser at the Osgoode Professional
Development Centre in Toronto, Ontario with Terrance S. Carter
presenting.
March 1, 2006 |
|
The 2006
National CLF Student Conference
was hosted by the Christian Legal Fellowship at the University
of Western Ontario, with Terrance S. Carter participating in
a panel discussion entitled “Integration of Faith &
Practice / Law as a Ministry.”
February 24, 2006
|
|
The Greater
Dufferin Area Chamber of Commerce
is hosting a lunch seminar on entitled "Essential Employment
Law Issues for Employers," with Mervyn F. White presenting
"New Criminal Liability in the Work Place (Bill C-45) -
How to Avoid Liability;" Anne-Marie Langan presenting "Duty
to Accommodate - Human Rights Issues for Employers:" and
U. Shen Goh presenting "Wrongful Dismissal - What Employers
Need to Know" at Hockley Valley Resort near Orangeville,
Ontario. .
February 9, 2006
|
|
Recent
Tax Changes Affecting Charities That You Need to Know
was hosted by Canadian Fundraiser in Toronto, Ontario, with
Terrance S. Carter and Theresa L.M. Man of Carter & Associates
presenting.
February 1, 2006 |
|
Changes
to Sanctions, Penalties and Appeals Process for Charities
was presented by Karen J. Cooper for the
Canadian Bar Association Calgary Charities Section.
January 30, 2006
|
|
Risk Management
for Directors and Officers of Charities
was presented by Jane Burke-Robertson for the Autism Society
(Ontario) in Toronto.
|
|
Privacy
Essentials: Tips, Traps, and Hot Issues,
hosted by The Ontario Bar Association Institute in Toronto,
Ontario, included a panel discussion entitled “Tips from
the Pros on Privacy” with Shen Goh from Carter & Associates
participating along with other privacy law practitioners.
January 23, 2006
|
|
Compliance
Issues for Charities and Not-for-Profit Organizations
was a one-day conference hosted by The
United Way/Centreaide Windsor-Essex County at the Giovanni Caboto
Club, Windsor, Ontario, with Terrance S. Carter presenting.
January 19, 2006
|
|
The Waterloo
Regional Arts Council hosted
a Board School program entitled “Incorporation: It's not
as scary as you think” at Kitchener City Hall (Conestoga
Room), 200 King Street West, Kitchener.
January 14, 2006
|
|
The Institute
of Chartered Accountants of Ontario
hosted a workshop in Markham, Ontario,with Karen J. Cooper presenting
“Partnerships: From Soup to Nuts.”
January 10, 2006
|
|
The Institute
of Chartered Accountants of Ontario will
be hosting a workshop in Markham, Ontario,with Karen J. Cooper
presenting “Partnerships: From Soup to Nuts.”
January 10, 2006 |
|
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
|
|
The Association
of Fundraising Professionals Greater Toronto Chapter Congress
2005 included a presentation on
“Recent Changes in the Law That You Need to Know”
in Toronto, Ontario, with M. Elena Hoffstein of Fasken Martineau
DuMoulin LLP and Terrance S. Carter of Carter & Associates
speaking.
December 1, 2005
|
|
The Foundation
of Guelph General Hospital hosted
a seminar that included a presentation by Terrance S. Carter
on “Recent Amendments to the Income Tax Act Affecting Charities
and Donors” in Guelph, Ontario.
November 24, 2005
|
|
The Association
of Fundraising Professionals (Newfoundland Chapter) hosted
a lunch on November 18, 2005; with materials from Terrance S.
Carter entitled “Recent Changes to the Income Tax Act Affecting
Charities.”
November 18, 2005
|
|
Legal Issues
in Starting a Church was presented
by Terrance S. Carter at the Mosaic 2005 Church Planting Canada
National Congress held in Toronto, Ontario.
November 17, 2005
|
|
2005 Annual
Church & Charity Law Seminar was
held on Wednesday, November 9, 2005 at the Young-Nak Korean
Presbyterian Church of Toronto.
Presentation Materials now
available! |
|
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
|
|
“Comparative
Analysis: The Global Perspective,”
the National Center on Philanthropy & the Law 17th Annual
Conference was held at New York University, and included a presentation
by Terrance S. Carter on "Donor Restricted Charitable Gifts."
October 28, 2005
|
|
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.
|
|
"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
|
|
"Recent
Changes to the Income Tax Act Affecting Religious Organizations"
was presented by Terrance S. Carter at the Association of Treasurers
of Religious Institutions Annual Conference in Edmonton, Alberta.
October 2, 2005
|
|
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
|
|
"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.
|
|
"Essential
Employment and Human Rights Issues for Your Nonprofit"
was presented by Mervyn F. White and Anne-Marie
Langan for Canadian Fundraiser in Toronto.
September 28, 2005.
|
|
“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.
|
|
"Recent
Legal Developments Affecting Charities"
was hosted by the Ottawa Chapter of the Association of Fundraising
Professionals in Ottawa, Ontario, on September 15, 2005.
September 15, 2005
|
|
"Recent
Changes to the Income Tax Act Affecting Charities"
was presented by Terrance S. Carter to
the Association of Corporate Grantmakers in Toronto, Ontario.
June 21, 2005
|
|
Church
Leadership & the Law was hosted
by Christian Legal Fellowship in London, Ontario, with presentations
by Carter & Associates lawyers on the following topics.
“Hate
Propaganda Under Bill C-250: What Churches Can Do in Response,”
by Bruce Long;
“Same Sex Marriages: Part I- The Legal
Context, Including the Reference to the Supreme Court of Canada,”
by
Mervyn F. White;
“Same Sex Marriages: Part II- What
Churches Can Do in Response to Recent Legal Developments with
Regards to Same Sex Marriage,” by Terrance S. Carter.
"Investigating Criminal Activities
Including Sexual Abuse- How to Respond and Protect the Church,"
by Bruce Long,
and
"Political Activities: What Churches Can and Can't Do,"
by Terrance S. Carter.
May 11, 2005
|
|
3rd National
Symposium on Charity Law was hosted
by the National Charities and Not-for-Profit Law Section of
the Ontario Bar Association and the Continuing Legal Education
Committee of the Canadian Bar Association in Toronto, Ontario,
with presentations by Carter & Associates lawyers on the
following topics.
“Advancing
Religion as a Head of Charity: What Are the Boundaries?”
by Terrance S. Carter;
Paper
“Life After Bill C-21: "How Will
It Affect Your Organization?” by
Jane Burke-Robertson;
Paper
and
“New Disbursement Quota Rules Under
Bill C-33,” by M. Elena Hoffstein & Theresa L.M.
Man.
Paper
May 6, 2005
|
|
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.
|
|
Religious
and Institutional Properties: Practical Issues for Charities
and Not-for-Profit Practitioners was 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 held in Toronto, Ontario.
April 7,
2005
|
|
Association
of Fundraising Professionals International Conference on Fundraising
was held in Baltimore with Terrance
S. Carter speaking on “Recent Changes to the Income
Tax Act Affecting Charities and Fundraising in Canada.”
April 5, 2005
|
|
United
Way of Peel Region - Employment Issues for Non-Profit Organizations
seminar was held in Mississauga,
Ontario, with U. Shen Goh presenting.
March 22, 2005
|
|
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.
“Highlights
of Proposed New Tax Rules Affecting Charities,”
by Terrance S. Carter;
“Privacy Legislation and Its Impact
on Charities,” by
Mark J. Wong;
and
“Do’s and Don’ts on How
to Structure an Endowment Agreement,” by Terrance S.
Carter.
March 10, 2005
|
|
Social
Planning Council of Peel held
a workshop with U. Shen Goh of Carter & Associates presenting
on “Diversity and Human Resources Management.”
March 9, 2005
|
|
University Of Ottawa Law School
invited Terrance S. Carter to be a guest lecturer on "Donor-Restricted
Charitable Gifts."
March 8, 2005
|
|
Ontario
Bar Association - Continuing Legal Education Workshop - Special
Demands for Special Use Lands
was held in Toronto, Ontario, with Terrance S. Carter and John
M.C. Latham presenting on "Religious and Institutional
Properties."
March 3, 2005
|
|
Canadian
Fundraiser Workshop was held in
Toronto, Ontario, on March 2, 2005, with lawyers from Carter
& Associates presenting on the following topics:
“Employment & Human Rights in the Workplace,”
by Mervyn F. White, and
“Employment Issues in the Termination of Employees,”
by Mark J. Wong.
March 2, 2005
|
|
Volunteer
Action Centre "Governance Flavour of the Month" Legal
Risk Management for Directors, seminar
was held in Kitchener, Ontario, with Donald J. Bourgeois presenting.
March 2, 2005
|
|
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.
“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;
and
“Avoidance of Risks by Directors of
Charities and Non-Profit,” by Jane Burke-Roberston (Counsel).
January 27, 2005
|
|
Directors’
and Officers’ Liability: The Essentials and Beyond for
Your Non-profit, hosted by Canadian
Fundraiser, was held in Toronto, Ontario, with Terrance S. Carter
presenting.
January 26, 2005
|
|
United
Way Distinguished Speaker Luncheon (Windsor - Essex County),
was held in Windsor, Ontario,
with Terrance S. Carter presenting “Director and Officer
Liability and Beyond.”
|
|
Recent
Developments on the Personal Information Protection and Electronic
Documents Act and its Impact on Ontario Businesses
was presented by U. Shen Goh for the Greater Dufferin Area Chamber
of Commerce in Orangeville, Ontario.
December 17, 2004
|
|
Institute
of Chartered Accountants - Directors & Officers Liabilities
& Beyond was held in Ottawa,
Ontario, with Terrance S. Carter presenting on various topics.
December 7, 2004
|
|
Recent
Changes to the Income Tax Act Affecting Charities and
Donations presented by Terrance
S. Carter for the Toronto Estate Planning Council in Toronto,
Ontario.
December 7, 2004
|
|
Association
of Fundraising Professionals (AFP) 2004 Congress - Current Legal
Issues in Fundraising was held
in Toronto, Ontario, with presentations on the following topics;
"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,
and
"Legal Liabilities in Fundraising" by Terrance S.
Carter.
December 2, 2004
|
|
Duties
and Obligations of Directors: Basics for Foundations,
was presented by Terrance S. Carter for the Philanthropic Foundation
Canada in Toronto, Ontario.
December 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
Paper
|
|
Director
& Officer Liability & Beyond
was presented by Terrance S. Carter for the Institute of Chartered
Accountants in London, Ontario.
November 26, 2004
|
|
Brantford
General Hospital Foundation held
a seminar in Brantford, Ontario with Terrance S. Carter presenting
"Looking a Gift Horse in the Mouth - The Do's and Don'ts
of Planned Giving".
November 17, 2004
|
|
The 2004
Annual Church & Charity Law™ Seminar.
Presentation Materials Now Available!
Wednesday, November 11,
2004
|
|
New York
University School of Law, National Center on Philanthropy and
the Law Conference. Terrance S.
Carter was invited to present
"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
|
|
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.
Presentation
Paper
October 27, 2004
|
|
Institute
of Chartered Accountants (Toronto Branch) - Directors &
Officers Liabilities & Beyond
was held in Toronto, Ontario, with Terrance S. Carter presenting
on various topics.
October 22, 2004
|
|
Senior
Estates & Trusts Practitioners' Forum
was held in Cambridge, Ontario with the following presentations:
Changes to the Income
Tax Act and Policies Affecting Charities, Terrance S.
Carter
Budget Proposals - March 23, 2004, M.
Elena Hoffstein
October 18, 2004
|
|
Hospice
Association of Ontario 15th Annual Conference
was held in Alliston, Ontario, with Donald J. Bourgois presenting
"Policy Based Board Governance: What Works and What Doesn't."
October 16, 2004
|
|
Christian
Legal Fellowship and the Evangelical Fellowship of Canada -
Law & Church Leadership Conference -was
held in Vancouver, BC with presentations by Carter & Associates
lawyers on the following topics; Privacy Legislation by Mervyn
F. White, Bill C-250 (Hate Propaganda) by Bruce W. Long, Same-Sex
Marriage by Terrance S. Carter and Mervyn F. White, Changes
under the Income Tax Act by Terrance S. Carter, Investigating
Sexual Abuse by Bruce W. Long, and Bill C-45 by Mervyn F. White
and Bruce W. Long.
Seminar Materials
Conference Report
September 30, 2004
|
|
Volunteer
Lawyers Service and the Law Society of Upper Canada - Continuing
Legal Education Workshop - Charitable and Non-profit Primer
was held in Toronto, Ontario with
presentations by Terrance S. Carter on the following topics;
Advising the Charitable
Client
Lawyers' Due Diligence
September 27, 2004
|
|
Trent Valley
Association hosted a seminar in
Uxbridge, Ontario with presentations by Carter & Associates
lawyers on the following topics; Bill C-250 (Hate Propaganda)
by Bruce W. Long, Same-Sex Marriage and Privacy by Mervyn F.
White, and The Constitutional Response by Terrance S. Carter.
September 25, 2004
|
|
Association
of Treasurers of Religious Institutes (ATRI) 17th Annual Conference
was held in Toronto, Ontario, with Mark J. Wong presenting on
"Privacy Compliance: What Charities Need To Do."
September 25, 2004
|
|
Directors'
and Officers' Liability: The Basics and Beyond for your Non-profit
- a Canadian Fundraiser "Key-to-the-Sector
Workshop" - was held in Toronto, Ontario with Terrance
S. Carter presenting.
September 22, 2004
|
|
Congregational
Christian Churches in Canada Workshop
was held in conjunction with the National Conference with presentations
by Carter & Associates lawyers on the following topics;
Bill C-250 (Hate Crimes) by Bruce Long, and Same Sex Marriages
by Terrance Carter and Mervyn White.
July 8, 2004
|
|
Schulich
School of Business "Passport to Excellence” Breakfast
Series was held at York University
with Terrance S. Carter presenting "Looking A Gift Horse
in the Mouth – Legal Liabilities Issues for Directors in
Charitable Fundraising".
June 24, 2004
Presentation
|
|
Baptist
Convention of Ontario and Quebec Assembly Workshop was
held in Etobicoke with Carter & Associates lawyers presenting
on the following topics; Privacy Legislation by Mark J. Wong,
Bill C-250 (Hate Propaganda) by Bruce W. Long, Same Sex Marriage
by Terrance S. Carter and Mervyn F. White.
June 10, 2004
Presentations
|
|
Investment
Management Consultants Association Conference was
held in Toronto with Terrance S. Carter presenting "Recent
Changes to the Income Tax Act and Policies Relating to Charities
and Charitable Gifts"..
June 7-8, 2004
Presentation
|
|
Christian
Legal Intervention Academy Meeting
was held in Ottawa with Mervyn F. White presenting “Documenting
Policies for Same Sex Marriage and Religious Facility Use”.
May 31, 2004
Presentation
|
|
"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
Presentation
|
|
Law &
Church Leadership Seminar (May 14, 2004)
was held in Moncton, NB, by the Evangelical Fellowship of Canada
and Christian Legal Fellowship with talks from Carter &
Associates lawyers on;
Privacy Legislation by Mervyn F. White,
Bill C-250 (Hate Propaganda) by Bruce W. Long,
Same Sex Marriage by Terrance S. Carter and Mervyn F. White,
Changes under the Income Tax Act by Terrance S. Carter,
Investigating Sexual Abuse by Bruce W. Long, and
Bill C-45 by Mervyn F. White and Bruce W. Long.
Presentations
|
|
Tax Update
for Charities presentation materials
now available:
"Proposed new Tax Rules"
by Terrance Carter,
Presentation
"Proposed
2004 Budget Provisions" by Elena Hoffstein.
Presentation
May 5, 2004
|
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"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
Presentation
Paper
Appendices
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2nd National
Symposium on Charity Law (April 14, 2004) "What's
New and What's Coming", was held in Toronto by the Canadian
Bar Association (CBA), Ontario Bar Association (OBA) and the
Canadian Association of Gift Planners (CAGP), Co-Chaired by
Terrance S. Carter with talks from Carter & Associates lawyers
on;
"Extra-Provincial Corporate and Fundraising Compliance
for Charities" by Jacqueline M. Connor and Esther S.J.
Oh,
"Board Governance - When Does It Become Director’s
Negligence" by Donald J. Bourgeois (counsel to Carter &
Associates),
"Reform of the Canada Corporations Act" by Jane Burke-Roberston
(counsel to Carter & Associates),
Paper
and
"Avoiding Wasting Assets II -Trade-Mark and Domain Name
Protection for Charities" by Terrance S. Carter.
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"Recent
Changes to the Income Tax Act and Policies Relating to
Charities and Charitable Gifts"
presented by Terrance S. Carter for the Society of Trust and
Estate Practitioners (STEP) in Toronto.
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"Hospitals and Foundations Seminar
Series" (Day 2 - February
10, 2004) "Healthcare Philanthropy: Challenges and Solutions"
with keynote speaker Maureen Kidd, Director General of the
CCRA Charities Directorate, and talks on;
"Recent Changes to the Income Tax Act and CRA
Policies Affecting Charities" by Terrance S. Carter
"Charitable Gifting: Issues for Donors and the Charity"
by M. Elena Hoffstein,
"Policy Based Board Governance: What Works and What Doesn’t"
by Donald J. Bourgeois,
"Estate Administration Issues with Charitable Gifts"
by M. Elena Hoffstein,
"How to Avoid Liability
in Fundraising" by Terrance S. Carter.
"Business Activities of Hospitals and Foundations"
by Adam M. Parachin
Presentations
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"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.
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"Hospitals
and Foundations Seminar Series" (Day
1 - January 22, 2004) with talks on;
"Employment Law: Issues for 2004" by Brian A. O’Byrne,
"Health Privacy in Ontario" by Sara Levine,
"Financing Capital Projects" by Lynne Golding,
"Practical Approaches to Crisis Management" by Guy
W. Giorno, and
"New Principles of Good Governance: Hospitals and Foundations"
by George C. Glover, Jr.
Presentations |
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How Should
the Church Respond to Recent Legal Developments in Canada?
Presentations by Carter & Associates lawyers at this legal
seminar hosted by Grace Apostolic Church in association with
Canadian Apostolic Ministries in Scarborough, Ontario.
Same Sex Marriages: What Churches and Religious Charities Can
Do in Response by Terrance S. Carter and Mervyn F. White
,
Criminal Code Amendments (Bill C-250- Hate Crimes) by Bruce
W. Long
,
Recent Case Law Affecting Churches by Mervyn F. White
,
and
Board Governance Issues for Church Boards and Trustees(Legal
Duties
,
Good Governance
,
Due Diligence
) by Terrance S. Carter.
January 31, 2004
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"Hospitals
and Foundations Seminar Series" (Day
1 - January 22, 2004) "Hospitals and Foundations in Transition:
Issues and Opportunities" with keynote speaker David A.
Brown, Chair of the Ontario Securities Commission.January
22, 2004
More details at Fasken's
web site.
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"Privacy
Compliance: What Charities Need to Do" was
presented by Mark J. Wong for the United Way of Peel Region.
January 20, 2004
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"Liabilities
of Directors, Officers and Trustees" was
presented by Donald J. Bourgeois at the The Essential Curriculum
in Charities course from Osgoode Hall Law School.
January 15, 2004
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"Recent
Changes to the Income Tax Act and Policies Relating to
Charities and Charitable Gifts" was
presented by Terrance S. Carter for the Waterloo-Wellington
Estate Planning Council.
January 8, 2004
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"Director's
Liabilities" presented by
Donald J. Bourgeois for the Etobicoke District Chartered Accountants'
Association.
January 5, 2004
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"The
Impact of the Personal Information Protection and Electronic
Documents Act (PIPEDA) on Ontario Business: Are you ready for
January 1, 2004?" presented
by Mark J. Wong for the Orangeville Chamber of Commerce.
December 12, 2003
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"Charities
and Privacy Legislation - Are you ready for January 1?"
presented by Mark J. Wong for the Synagogue
and Temple Administrators of Toronto.
December 11, 2003
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"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
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"Recent
Changes to the the Income Tax Act and Policies Relating
to Charities and Charitable Gifts"
presented by Terrance S. Carter at the Canadian Association
of Gift Planners Ottawa Region Round Table.
November 26, 2003
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Recent
Changes to the Income Tax Act and Policies Relating to
Charities and Charitable Gifts presented
by Terrance S. Carter at the Law Society of Upper Canada's 6th
Annual Estates and Trusts Forum.
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The 2003
Annual Church & the Law™ Seminar.
Presentation Materials Now Available!
Wednesday, November 12,
2003
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Key Legal
Responsibilities of Charities in Planned Giving presented
by Terrance S. Carter to the Canadian Cancer Society in Ottawa.
October 8, 2003
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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.
October 8, 2003
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"Employment
Issues for Non-Profit Organizations" presented
by Mark J. Wong of Carter & Associates to the United Way
of Peel Region.
September 17, 2003
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Recent
Initiatives by CBA National Charity and Not-For-Profit Law Section
with CCRA and Finance presented
by Terrance S. Carter at an Ontario Bar Association Luncheon
of the Charity and Not-For-Profit Law Section on Thursday, September
25, 2003.
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Cancelled
- "Good Governance" to
be presented by Donald J. Bourgeois at the Manulife Sports Centre
in Rim Park, Waterloo, on Saturday, October 4th, 2003.
Cancelled
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Carter
& Associates will be hosting the Dufferin
Area Chamber of Commerce After 5 Event on
Wednesday, September 24, 2003. This is a networking event for
local Chamber members and will run from approximately 5:30 to
7:00 p.m. |
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"Employment
Issues for Non-Profit Organizations" to
be presented by Mark J. Wong of Carter & Associates on September
17th, 2003 for the non-profit communities of Peel, Halton and
Toronto. This Presentation is sponsored by the United Way of
Peel Region and is to be held at 5170 Dixie Road, Suite 300
in Mississauga, Ontario. For more information contact Ken Auden
at 905-602-3622 or kauden@unitedwaypeel.org. |
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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, August 27 - 28, 2003.
Paper
Presentation
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Anti-Terrorism
Legislation in Canada to be presented
by Terrance S. Carter at the SUMMER LAW INSTITUTE on Wednesday,
August 27, 2003. A program of the Ontario Justice Education
Network, this series is for High School Teachers only and is
being held at Osgoode Hall, 130 Queen St. W. in Toronto. |
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"Selected
Tax Aspects of Planned Giving" presented
by M. Elena Hoffstein of the affiliated law firm of Fasken,
Martineau, DuMoulin LLP at the Canadian Cancer Society Professionals’
Seminar on Charitable Gifts.
June 2003
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Key Legal
Responsibilities of Charities in Planned Giving presented
to the Canadian Cancer Society by Terrance S. Carter.
June 5, 2003
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A Selective
Overview of Legal Issues for Corporate Grant Makers presented
to The Association of Corporate Grantmakers by Terrance S. Carter.
May 27, 2003
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Key Legal Responsibilities of Charities
in Planned Giving to be presented
by Terrance Carter at the Professionals’ Seminar on Charitable
Gifts, hosted by the Canadian Cancer Society (Ontario Division),
to be held at The Ontario Club, Commerce Court South, 5th
Floor, 39 Wellington Street West, Toronto, Ontario on Thursday
June 5, 2003
from 7:30 to 10:30 am. Seating is limited! Please R.S.V.P.
by May 29, 2003 at giftplanning@ccsont.org
or 1-800-268-8874 ext. 2319.
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Materials
now available for presentations
made by Terrance S. Carter at the Institute of Chartered Accountants
of Ontario Breakfast on May 13, 2003. |
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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 |
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Selected
Legal Issues for the Corporate Grantmaker to
be presented by Terrance Carter at a breakfast hosted by The
Association of Corporate Grant Makers on Tuesday, May 27, 2003.
The breakfast, open to Corporate Grant Makers only, is to be
held at State Street Financial, 30 Adelaide Street East, one
block east of Yonge Street, from 8:30 - 9:30 am. Contact Darlene
Gunness at darlene.gunness@enbridge.com
to register. |
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Directors'
Legal Duties and Liabilities
To be presented by Terrance S. Carter
at the Institute of Chartered Accountants of Ontario Breakfast
on Tuesday, May 13, 2003. CAs can register online at
https://ebusiness.icao.on.ca |
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"Voices"
with Carol Ann Cole speaking on what we can do to work towards
equality and musical performances by Leslie Arden along with
the Orangeville Chorus of Sweet Adelines in Celebration of International
Women's Day. Carter& Associates
is pleased to sponsor this event in support of Family Transition
Place. 7 pm on Tuesday,
March 4, 2003 |
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Advising
the Charitable Client
Presented by Terrance S. Carter at the
Charitable and Non-profit Primer put on by Pro Bono Law Ontario
& Charitable Organization Representation Project (CORPO)
February 28, 2003
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Lawyers’
Due Diligence (Legal Risk Management Checklist)
Presented by Terrance S. Carter at the
Charitable and Non-profit Primer put on by Pro Bono Law Ontario
& Charitable Organization Representation Project (CORPO)
February 28, 2003
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Terrance
Carter to speak at the Charitable and Non-profit Primer
presented by Pro Bono Law Ontario &
Charitable Organization Representation Project (CORPO) on February
28, 2003
Notice
& Registration Form |
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KEY LEGAL
RESPONSIBILITIES OF CHARITIES IN PLANNED GIVING Presented
By Terrance S. Carter for the CANADIAN CANCER SOCIETY
February 13, 2003
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The 2002
Annual Church & the Law Seminar
Seminar Notice
Brochure and Registration Form
Presentation Materials Now Available!
CLICK
HERE
November 5, 2002
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Duties
and Liabilities of Boards of Directors and How to Protect Yourselves
A workshop to be presented by the United
Way of Peel Region and the Volunteer Lawyers Service to be conducted
by Jacqueline M. Connor, B.A., LL.B., of Carter & Associates
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Anti-Terrorism
Legislation In Canada And Its Impact On Charities: An Overview
Presented by Terrance Carter at the Ontario Bar Association
Course on Issues in Charity Law.
Article
October 22, 2002
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Issues
in Charity Law: A Pot Pourri Terrance
Carter presented at this Course offered through the Ontario
Bar Association.
Brochure
October 22, 2002
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To Be Or
Not To Be: Incorporation Issues for Churches
Power Point presentation by Jacqueline M. Connor, B.A., LL.B.
at the Church Financial Seminar 2002 organized by the Trent
Valley Association of Baptist Churches.
Notice
Presentation
October 5, 2002
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The Impact
of Anti-terrorism Legislation on Charities In Canada
Power Point presentation by Terrance S.
Carter, B.A., LL.B., at the Christian Legal Fellowship (CLF)
Annual Conference in Banff, Alberta.
Presentation
October 5, 2002
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Part I
– Directors’ Legal Duties and Liabilities and Part
II – How Directors of Charities Can Protect Against Risks
presented at the 2002 Gathering of the
Ontario Land Trust Alliance at Resort Tapatoo, Parry Sound.
Notice and Registration
Form
October 5, 2002
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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
Notice
Handouts
September 24, 2002
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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
Notice
Handouts
September 24, 2002
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New Comprehensive Overview of the Anti-terrorism
Legislation As It Relates to Charities presented
at The Ontario Council for International Co-operation Annual
General Meeting
Presentation
June 21, 2002
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Revised Investment Powers for Charities
Under the Trustee Act: Delegation and Investment Policies
presented at the Not-For-Profit Board
Management for Turbulent Times Seminar hosted by RBC.
Presentation
June 18, 2002
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Revised Investment Powers for Charities
Under the Trustee Act: Delegation and Investment Policies
presented to the Ottawa Estate Planning
Council.
Presentation
May 7, 2002
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An Overview of the Impact of the Anti-terrorism
Act (Bill C-36) on Charities: Toward Developing a Due Diligence
Response presented for the Canadian
Council for International Co-operation.
Hand outs
March 7, 2002
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The Impact of the Anti-Terrorism Act
(Bill C-36) Upon Charities: A Legal Risk Management Approach
presented for the Canadian Council for International Co-operation.
Hand-outs
January 21, 2002
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The Effect of the Anti-Terrorism Act
(Bill C-36) Upon Charities presented
for the Ontario Bar Associations Luncheon Program.
Presentation
December 4, 2001
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The 2001 Annual CHURCH & THE
LAW SEMINAR PRESENTATIONS
Website
November 11, 2001
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Looking a Gift Horse in the Mouth"
Avoiding Legal Liability in Fundraising Seminar presented
for the Christian Legal Fellowship.
Presentation
September 29, 2001
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