Charity & Not-For-Profit Law Seminar Materials
Healthcare Philanthropy: Check-Up 2018
was co-hosted by Carters and Fasken on June 8, 2018 Handout with a two part session entitled Due Diligence in Gift Documentation and Legal Issues in Fundraising on Social Media presented by Theresa L.M. Man and Terrance S. Carter
Tax Issues on the Wind-Up of Charities: Budget 2018 Expansion of Eligible Donees and Beyond
was presented by Ryan M. Prendergast at the Candian Bar Association 2018 Naional Charity Law Symposium on May 11, 2018 in Toronto, Ontario. PDF HANDOUT Paper
The Ottawa Region 2018 Charity & Not-for-Profit Law Seminar Materials
Seminar and Speaker Details and Acknowledgements.
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Legal Issues in Social Media for Charities
was presented by Terrance S. Carter at the AFP Congress 2017 on November 21, 2017 in Toronto, Ontario.
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2017 Annual Church & Charity Law Seminar Materials
Church & Charity Law Seminar Materials.
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Healthcare Philanthropy: Check-Up 2017
was co-hosted by Carters and Fasken Martineau on June 1, 2017 with a two part session entitled "Essential Charity Law Update" and "Critical Issues Concerning Investment by Charities" presented by Jacqueline M. Demczur and Terrance S. Carter
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The 2017 Ottawa Region Charity & Not-for-Profit Law Seminar Materials
Seminar and Speaker Details and Acknowledgements.
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Real Estate Issues Unique to Charities
was presented by Theresa L.M. Man at the OBA Institute hosted by the Ontario Bar Association Charity & Not-for-Profit Law Section CLE on February 7, 2017 in Toronto.
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Going into Business? The Social Enterprise Spectrum for NPOs and Charities
was presented by Terrance S. Carter at the CSAE Winter Summit in Hamilton on January 19, 2017.
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Pitfalls in Drafting Gift Agreements
was presented by Terrance S. Carter at AFP Congress on November 21, 2016 at the Metro Toronto Convention Centre in Toronto.
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Legal Issues in Social Media for Charities
was presented by Terrance S. Carter at the Philanthropy Forum 2016 that was hosted by the Community Foundation of Greater Peterborough on November 15, 2016.
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Charity Law Update
was presented by Theresa L.M. Man and Terrance S. Carter at the Annual Estates and Trusts Summit which was hosted by the Law Society of Upper Canada on November 4, 2016. PDF HANDOUT Paper
2016 Annual Church & Charity Law Seminar Materials
Church & Charity Law Seminar Materials.
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Healthcare Philanthropy: Check-Up 2016
was co-hosted by Carters and Fasken Martineau on June 23, 2016 with a two part session entitled "When is a Gift Not a Gift?" and "What to Do When Gifts Go Bad" presented by Theresa L.M. Man and Terrance S. Carter
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Critical Issues for Investment by Charities
Was presented by Terrance S. Carter at the Ontario Bar Association's Institute 2016 on February 5, 2016. PDF HANDOUT
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The 2016 Ottawa Region Charity & Not-for-Profit Law Seminar Handouts
Charity & Not-for-Profit Law Seminar Handouts
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22nd Annual Church & Charity Law Seminar Materials
Church & Charity Law Seminar Materials.
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Basic Legal Risk Management for Charities and Non-Profits
was presented by Terrance S. Carter at an evening seminar on "Managing the Risk" hosted by BDO LLP on Wednesday June 3, 2015. PDF HANDOUT
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Essential Charity Law Update
was presented by Theresa L.M. Man at the Healthcare Philanthropy: Check-Up 2015 hosted by Carters and Fasken Martineau on June 11, 2015. PDF HANDOUT
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Preparing for and Surviving a Charity CRA Audit
was presented by Terrance S. Carter at the Healthcare Philanthropy: Check-Up 2015 hosted by Carters and Fasken Martineau on June 11, 2015. PDF HANDOUT
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Judicial Renderings - Interesting Cases to Consider
was presented by Terrance S. Carter at the National Charity Law Symposium hosted by the Canadian Bar Association in Toronto, on May 29, 2015. PDF HANDOUT Paper
The Three Hot Legal Issues for Charities Operating Abroad
was presented by Terrance S. Carter at the Ottawa CAIDP & CCIC Conference on May 13, 2015.
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Navigating Canada's New Anti-Spam Laws for Charities and Non-Profit Organizations
was a webinar presented by Ryan M. Prendergast and hosted by Distress Centres Ontario on April 29, 2014. PDF HANDOUT
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Preparing for Canada's Anti-Spam Legislation
was presented by Ryan M. Prendergast for Orchestras Canada as a webinar on April 23, 2014.
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Issues Arising from Management of Endowment Funds
was presented by Terrance S. Carter at the CAGP (Canadian Association of Gift Planners) - ACPDP Annual National Conference, held from April 9-11, 2014, in Vancouver, British Columbia. PDF HANDOUT
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There are Many Gifts in Kind in the Sea
was presented by Karen J. Cooper CAGP (Canadian Association of Gift Planners) - ACPDP Annual National Conference on April 10, 2014, in Vancouver, British Columbia. PDF HANDOUT
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The Do's and Don'ts of Employee Acquisition and Termination for Charities and Non-Profit Organizations
was presented by Barry W. Kwasniewski for Imagine Canada's Charity Tax Tools Webinar on March 25, 2014. PDF HANDOUT
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Directors and Officers Liability: The Essentials and Beyond for Charities and Not-for-Profits
was presented by Terrance S. Carter at a Halton Nonprofit Network event on February 26, 2014. PDF HANDOUT
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Navigating Canada's New Anti-Spam Laws for Charities and Non-Profit Organizations
was presented by Ryan M. Prendergast for Imagine Canada's Charity Tax Tools Webinar on February 25, 2014. PDF HANDOUT
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The Ottawa Region Charity & Not-for-Profit Law Seminar
was held at the Centurion Conference Centre in Ottawa on Thursday, February 13, 2014. Materials are now available.
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NPOs Making Money ... and Other Compliance Issues
was presented by Karen J. Cooper at the The OBA Institute Session on The Latest Developments in Charity & Not-For-Profit Law on February 7, 2014. PDF HANDOUT
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Complying with Canada's Anti-Spam Legislation: Legal Updates for Associations
was presented by Terrance S. Carter and Ryan M. Prendergast at the CSAE Trillium Chapter 4th Annual Winter Summit on January 30, 2014. PDF HANDOUT
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Legal Update on Maintaining NPO Status
was presented by Theresa L.M. Man and Terrance S. Carter at the CSAE Trillium Chapter 4th Annual Winter Summit on January 30, 2014. PDF HANDOUT
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Drafting Issues for Restricted Gift Agreements Including Endowments
was presented by Terrance S. Carter for Imagine Canada's Charity Tax Tools Webinar on January 28, 2014.
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Legal Context of the Not-for-Profit Sector
presented by Terrance S. Carter as a guest lecturer during Redeemer University's Not-for-Profit Management course on January 9, 2014. PDF HANDOUT
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Getting Ready for the ONCA: A Step-by-Step Guide
was presented by Terrance S. Carter at the Mohawk College Foundation - Charity Law Seminar held on December 17, 2013. PDF HANDOUT
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The Basics of Charitable Donations Including the First-Time Donors Super Credit
was presented by Terrance S. Carter at the Mohawk College Foundation - Charity Law Seminar held on December 17, 2013. PDF HANDOUT
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2013 Essential Charity Law Update
was presented by Terrance S. Carter at the Mohawk College Foundation - Charity Law Seminar held on December 17, 2013. PDF HANDOUT
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Getting Ready for ONCA: A Step-by-Step Guide
was presented by Theresa L.M. Man for Imagine Canada's Charity Tax Tools Webinar on December 10, 2013. PDF HANDOUT
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The Basics of Charitable Donations including the First-Time Donor's Super Credit
was presented by Karen J. Cooper for Imagine Canada's Charity Tax Tools Webinar on December 3, 2013. PDF HANDOUT
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Navigating Changes for Not-For-Profit Organizations - Are You Ready?
was presented by Terrance S. Carter at the Institute of Corporate Directors (ICD) Conference held on November 28, 2013. PDF HANDOUT
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Drafting Issues for Designated Gifts
was presented by Terrance S. Carter with M. Elena Hoffstein at the AFP Congress held on November 18, 2013. PDF HANDOUT
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20th Annual Church & Charity Law Seminar
Presentation materials are now available.
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The Regulator's Perspective: Steering Clear of Compliance Concerns
Presented by Cathy Hawara, Director General, Charities Directorate, Canada Revenue Agency at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Top 10 Real Estate and Leasing Issues for Charities
Presented by Nancy E. Claridge at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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The Do's and Don'ts of Employee Terminations for Charities
Presented by Barry W. Kwasniewski at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Developing Effective Policies for Churches and Charities
Presented by Derek B.M. Ross, Director of Legal Affairs, Canadian Council of Christian Charities, at the 20th Annual Church & Charity Law Seminar.
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The Basics of Charitable Donations Including the First-Time Donors Super Credit
Presented by Karen J. Cooper at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Copyright Issues for Charities: What You Need to Know and Do
Presented by Colin J. Thurston at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Unique CNCA Issues for Churches and Charities
Presented by Jacqueline M. Demczur at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Getting Ready for the ONCA: A Step-by-Step Guide
Presented by Theresa L.M. Man at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Communicating with Donors: Navigating Canada's New Anti-Spam Law
Presented by Ryan M. Prendergast at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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2013 Essential Charity Law Update
Presented by Terrance S. Carter at the 20th Annual Church & Charity Law Seminar. PDF HANDOUT
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Essential Charity Law Update
was presented by Terrance S. Carter at the 16th Annual Estates and Trusts Summit hosted by the Law Society of Upper Canada. PDF HANDOUT Paper
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Essential Charity Law Update
was presented by Theresa L.M. Man at the Ukrainian Canadian Congress held on November 9, 2013. PDF HANDOUT
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Endowments: Understanding the Definition and the Accounting Issues
was presented by Terrance S. Carter at the 2013 Public Sector and Not-for-Profit Financial Reporting Conference hosted by Chartered Professional Accountants of Canada in Ottawa, Ontario, on October 24, 2013. PDF HANDOUT
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Getting Ready for the ONCA: A Step By Step Guide
was presented by Theresa L.M. Man at the OACAO (Older Adult Centres' Association of Ontario) Conference 2013 on October 21, 2013. PDF HANDOUT
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How to Get Ready for the Ontario Not-for-Profit Corporations Act, 2010
was presented by Theresa L.M. Man and Terrance S. Carter for the York Region Community Investment 2013 Professional Development Curriculum on June 21, 2013. PDF HANDOUT
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The In's and Out's of the CNCA and the ONCA for Churches
was presented by Terrance S. Carter for the Canadian Baptists of Ontario and Quebec Assembly 2013 held in Etobicoke, Ontario, on June 15, 2013. PDF HANDOUT
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Thorny Issues Arising from the ONCA/CNCA
was presented by Theresa L.M. Man at the Healthcare Philanthropy: Check-Up 2013 hosted by Fasken Martineau and Carters on June 11, 2013. PDF HANDOUT
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Considerations in Drafting and Managing Restricted Gifts
was presented by Terrance S. Carter at the Healthcare Philanthropy: Check-Up 2013 hosted by Fasken Martineau and Carters on June 11, 2013. PDF HANDOUT
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Canada Rules: Legal Structures, Taxation, and Financing
was presented by Theresa L.M. Man for the NonProfit Centers Steering Committee held in Denver, Colorado, on June 4, 2013. PDF HANDOUT
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Financial Accountability and Internal Controls
was a presentation by Terrance S. Carter and Malcolm Burrows for the Ontario Hospital Association's Workshop for Foundation Boards on May 27, 2013. PDF HANDOUT
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An Overview of CRA's Community Economic Development Guidance, Including Program Related Investments
was presented by Theresa L.M. Man at the National Charity Law Symposium hosted by the Canadian and Ontario Bar Associations in Toronto, Ontario, on May 10, 2013. PDF HANDOUT Paper
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Working With the CNCA - Tough Questions
was a presentation by Theresa L.M. Man for Imagine Canada's Charity Tax Tools FREE Webinar on May 7, 2013.
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The Changing Landscape for Not-for-Profit in Canada
was a panel discussion that included Terrance S. Carter at the Institute of Corporate Directors (ICD) - Southwestern Ontario Chapter in Kitchener, Ontario, on April 25, 2013. PDF HANDOUT
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The Changing Landscape for Not-for-Profit in Canada
was a panel discussion that included Terrance S. Carter at the Institute of Corporate Directors (ICD) - Southwestern Ontario Chapter in London, Ontario, on April 23, 2013. PDF HANDOUT
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Drafting Issues for Donor Restricted Gifts
was presented by Terrance S. Carter at the Canadian Association of Gift Planners (CAGP) 2013 National Conference held in the National Capital Region on April 18, 2013. PDF HANDOUT
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Practical Implications of CRA New Governance Rules: Top Ten CRA Compliance Issues Gift Planners Need to Know
was presented by Karen Cooper and Theresa Man Canadian at the Association of Gift Planners (CAGP) 2013 National Conference held in the National Capital Region on April 18, 2013. PDF HANDOUT
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Reacting to Change: NFP Boards and New Corporate Legislation
was presented by Terrance S. Carter in an afternoon session hosted by the Institute of Corporate Directors - Peel Region on Legislative Changes Facing the NFP World in Mississauga, Ontario, on April 9, 2013. PDF HANDOUT
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Working With The CNCA: Incorporation and Continuance
was presented by Theresa L.M. Man at the Ontario Bar Association Health Law Section CLE on Not-For-Profit and Charitable Organizations in the Health Sector: Evolving Governance & Compliance Issues held in Toronto, Ontario, on April 8, 2013. PDF HANDOUT Paper
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The New Ontario <em>Not-for-Profit Corporations Act, 2010</em>
was a morning workshop presented by Theresa L.M. Man and Terrance S. Carter for Canadian Society of Association Executives - Trillium Chapter (CSAE) on April 3, 2013. PDF HANDOUT
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Not-for-Profit Law Potpourri - Key Issues to Consider
was presented by Terrance S. Carter at the 2013 FEO Conference (Festivals & Events Ontario) on March 1, 2013. PDF HANDOUT
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The New Ontario Not-for-Profit Corporations Act (ONCA) and Why You Need to Get Ready Now
was presented by Theresa L. Man at The Third Annual CSAE Trillium Chapter Winter Summit on February 8, 2013. PDF HANDOUT
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Digging for Dirt - Accessing Corporate Records
was presented by Terrance S. Carter at The Third Annual CSAE Trillium Chapter Winter Summit on February 8, 2013. PDF HANDOUT
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2013 Ottawa Region Charity and Not-For-Profit Law Seminar
Thursday, February 7, 2013, Ottawa Region Presentation materials are now available.
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An Extended Overview of Directors and Officers Duties and Liabilities
was a presentation by Terrance Carter for Imagine Canada's Charity Tax Tools Webinar on December 4, 2012.
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Reacting to Change: NFP Boards and New Corporate Legislation
was the subject of a panel discussion that included Terrance S. Carter at an Institute of Corporate Directors - Breakfast Seminar on November 28, 2012. PDF HANDOUT
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Essential Charity Law Update
was presented by Terrance S. Carter at World Vision Canada - Law Day 2012 on November 27, 2012. PDF HANDOUT
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19th Annual Church & Charity Law Seminar
Presentation materials are now available.
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Use It or Lose It: How Churches and Charities Can Protect Their Brand
Presented by Colin J. Thurston at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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2012 Essential Charity Law Update
Presented by Ryan M. Prendergast at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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How to Get Ready for the New Ontario Not-for-Profit Corporations Act, 2010
Presented by Theresa L.M. Man at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Recent Judicial Developments in Fiduciary Duties for Charities
Presented by Kenneth R. Goodman, Director Legal Services, Office of the Public Guardian and Trustee, at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Playing by the Rules: Political Activities Fair Game for Charities
Presented by Karen J. Cooper at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Workplace Harassment: What Churches and Charities Need to Know
Presented by Barry W. Kwasniewski at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Understanding CRA's New Community Economic Development Policy
Presented by Terrance S. Carter at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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CRA and Registered Charities: What You Need to Know
Presented by Cathy Hawara, Director General, Charities Directorate, Canada Revenue Agency at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Police Reference Checks and Other Practical Issues Regarding Child Protection
Presented by Esther S. J. Oh at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Avoiding the Pitfalls of an Online Presence for Churches and Charities
Presented by Nancy E. Claridge at the 19th Annual Church & Charity Law Seminar. PDF HANDOUT
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Practical Issues Arising from the CRA Guidance on Fundraising
was the subject of a panel discussion with Terrance S. Carter and M. Elena Hoffstein of Fasken Martineau DuMoulin LLP at An Ontario Bar Association Professional Development Program held in Toronto on November 13, 2012. PDF HANDOUT
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Update and Maintaining Your NPO Status
was presented by Karen J. Cooper at the Canadian Society of Association Executives (CSAE) National Conference & Showcase on November 3, 2012. PDF HANDOUT
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CNCA: Continuance and More
was presented by Theresa L.M. Man for Imagine Canada's Charity Tax Tools Webinar on October 31, 2012. PDF HANDOUT
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Tax Policy Issues and Not-for-Profits: What Your Association Needs to Know
was presented by Karen J. Cooper at the Canadian Construction Association (CCA) Conference held in Montreal on October 25, 2012. PDF HANDOUT
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The In's and Out's of the Canada Not-for-Profit Corporations Act (CNCA) and the Ontario Not-for-Profit Corporations Act (ONCA)
was presented by Terrance S. Carter at the OACAO Annual Conference 2012 (Older Adults Centre's Association of Ontario) on October 23, 2012. PDF HANDOUT
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Demystifying Tax Changes for Land Trusts
was presented by Karen J. Cooper at the Ontario Land Trust Alliance (OLTA) on October 19, 2012. PDF HANDOUT
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Update on Continuing Under the Canada and Ontario Not-for-Profit Corporation Acts
was presented by Karen J. Cooper at the Ontario Land Trust Alliance (OLTA) on October 19, 2012. PDF HANDOUT
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Ontario <em>Not-For-Profit Corporations Act</em>, 2010
was presented by Ryan M. Prendergast at the Kenora Rainy River DVCCC Community Capacity Training 2012 on October 18, 2012. PDF HANDOUT
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Legal Duties and Liabilities of Directors and Officers of Charities and Not-for-Profits and Risk Management
was presented by Ryan M. Prendergast at the Kenora Rainy River DVCCC Community Capacity Training 2012 on October 18, 2012. PDF HANDOUT
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Emerging Issues for Foundation Directors
was presented by Theresa L.M. Man at the Pillar Nonprofit Network "Foundation Investment Forum: Philosophy, Process and People" on October 16, 2012, entitled. PDF HANDOUT
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Crafting Your Will to Secure Your Family and Charity
was presented by Karen J. Cooper at the Joint Estate Planning Seminar on October 12, 2012. PDF HANDOUT
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The Use of Private Foundations for Planned Giving
was presented by Theresa L. Man at the CIBC Wood Gundy National Business Conference on October 11, 2012. PDF HANDOUT
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Mission Drift and Corporate Objects
was presented by Terrance S. Carter with Barry Bussey at the Canadian Council of Christian Charities (CCCC) Conference 2012 on September 25, 2012. PDF HANDOUT
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Foreign Activities: How to Get Ready for a CRA Audit
was presented by Terrance S. Carter at the Canadian Council of Christian Charities (CCCC) Conference 2012 on September 25, 2012. PDF HANDOUT
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New Rules for Charities Engaged in Advocacy
was presented by Terrance S. Carter at the Government Relations Institute of Canada Seminar: Non-Profit Organizations and Advocacy held at the University of Toronto on September 19, 2012. PDF HANDOUT
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Current Legal Issues in Charity Law
was presented by Terrance S. Carter at the 2012 Christian Legal Institute hosted by the Christian Legal Fellowship in London, Ontario, on August 23, 2012. PDF HANDOUT
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Charities and Social Enterprise: Related Business
was presented by Theresa Man at The Canadian Legal Conference, an annual program of the Canadian Bar Association held in Vancouver, British Columbia on August 13, 2012. PDF HANDOUT
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Qualified to be a Director? Considerations in Becoming and Remaining a Director
was presented by Terrance Carter and Theresa Man at the Canadian Society of Association Executives (CSAE) 7th Annual Summer Summit on July 12, 2012. PDF HANDOUT
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Essential Legal Update for Not-for-Profit and Charitable Organizations: What You Need to Know
was presented by Terrance Carter and Theresa Man at the Canadian Society of Association Executives (CSAE) 7th Annual Summer Summit on July 12, 2012. PDF HANDOUT
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The Impact of the 2012 Federal Budget on Political Activities by Charities
was presented by Terrance S. Carter for Imagine Canada's Charity Tax Tools Webinar on June 19, 2012.
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Corporate and Tax Update
was presented by Karen J. Cooper in the Charity and Not-for-Profit Update Workshop of STEP Canada's 14th National Conference held in Toronto, Ontario, on June 11, 2012. PDF HANDOUT
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What's New in the Governance of Not-for-Profit Corporations? (CNCA/ONCA)
was presented by Terrance Carter at The Law Society of Upper Canada's Six-Minute Business Lawyer in Toronto, Ontario, on June 7, 2012. PDF HANDOUT Paper
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The <em>Ontario Not-for-Profit Corporations Act</em> (ONCA) and You
was presented by Theresa L.M. Man at the Carters/Fasken Martineau Healthcare Philanthropy: Check-Up 2012, a free seminar held at the Toronto office of Fasken Martineau DuMoulin LLP on May 16, 2012. PDF HANDOUT
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Essential Charity Law Update
was presented by Terrance S. Carter at the Carters/Fasken Martineau Healthcare Philanthropy: Check-Up 2012, a free seminar held at the Toronto office of Fasken Martineau DuMoulin LLP on May 16, 2012. PDF HANDOUT
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The New Not-for-Profit Corporations Acts
was presented by Karen J. Cooper at the County of Carleton Law Association (CCLA) 18th East Region Solicitors Conference 2012 held in Montebello, Quebec, on May 12, 2012. PDF HANDOUT
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New Ineligibility Requirements for Directors, Officers and Staff of Registered Charities
was presented by Karen J. Cooper at The 2012 National Charity Law Symposium a joint program of the Canadian Bar Association's and the Ontario Bar Association's Charity and Not-For-Profit Law Sections held in Toronto, Ontario, on May 4, 2012. PDF HANDOUT Paper
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Donor Rights and Remedies
Presented by Theresa L.M. Man at the CAGP-ACPDP 2012 Annual National Conference in Victoria, B.C. on April 19, 2012. PDF HANDOUT
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Essential Charity Law Update
Presented by Terrance S. Carter at the CAGP-ACPDP 2012 Annual National Conference in Victoria, B.C. on April 19, 2012. PDF HANDOUT
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Directors' and Officers' Duties and Liabilities under the CNCA and the ONCA
was presented by Terrance S. Carter at Emerging Issues in Directors' and Officers' Liability 2012, a continuing professional development program hosted by the Law Society of Upper Canada in Toronto, Ontario, on March 1, 2012. PDF HANDOUT Paper
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Getting Ready for the New Ontario Not-for-Profit Corporations Act (ONCA)
was presented by Terrance S. Carter at the Insight 10th Annual Business Law and Practice Conference held in Toronto, Ontario, on February 29, 2012. PDF HANDOUT
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How Will Changes to the Canada Not-for-Profit Corporations Act Affect Your Organization?
Was a workshop presented by Karen J. Cooper for the Ottawa Chamber of Voluntary Organizations (CVO) in Ottawa on February 14, 2012. PDF HANDOUT
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The New CRA Fundraising Guidance - What Practitioners and Boards need to Know
Was presented by Terrance S. Carter as part of Imagine Canada's Charity Tax Tools Webinar Series on February 14, 2012.
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Digging For Dirt: Handling Requests For Information
was presented by by Terrance S. Carter at the 2012 OBA Institute - Board Issues under the New Not-For-Profit Corporations Act (Canada and Ontario) in Toronto, Ontario, on February 10, 2012. PDF HANDOUT Paper
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CLTA Presentation to Standing Committee on Finance
On Tuesday, February 7, 2012, Karen Cooper made a presentation to the Standing Committee on Finance regarding Tax Incentives for Charitable Donations in her capacity as a Director of the Canadian Land Trust Alliance (CLTA) on Parliament Hill. The transcript of this presentation is available online.
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Essential Update for Charities and NPOs
Presented by Terrance S. Carter at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Maintaining NPO Status
Presented by Karen J. Cooper at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Workplace Harassment: What Employers Need to Know
Presented by Barry W. Kwasniewski at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Director and Officer Liability Issues for Charities and Not-for-Profits
Presented by Ryan M. Prendergast at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Overview of Continuing Under the CNCA and ONCA
Presented by Jane Burke-Robertson and Jennifer M. Leddy at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Staying Out of the Headlines: Child Protection Policies Revisited
Presented by Mervyn F. White at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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"Ineligible Individuals" and Other Issues from the 2011 Budget
Presented by Karen J. Cooper at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Foreign Activities: How to Avoid Problems
Presented by Jennifer M. Leddy at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Complying with CRA's New Fundraising Guidance
Presented by Terrance S. Carter at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Keeping on the Right Side of CRA
Presented by Cathy Hawara, Director General, Charities Directorate, Canada Revenue Agency, at the Ottawa Region Charity & Not-for-Profit Law Seminar. PDF HANDOUT
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Tax Receipting and Return of a Gift
was presented by Terrance S. Carter at World Vision Canada's Law Day held in Mississauga Ontario, on December 6, 2011. PDF HANDOUT
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Highlights of the new <em>Canada Not-for-Profit Corporations Act</em>, and What Federal Corporations Need to Do
was presented by Theresa L.M. Man on December 6, 2011, as part of Imagine Canada's Charity Tax Tools Webinar Series.
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A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
Hosted by Carters, these seminars provided in depth practical information to help charitable and not-for-profit organizations incorporated under the Canada Corporations Act understand the process of continuing under the CNCA, which is now in force.
Ottawa - November 29, 2011.
Toronto - December 1, 2011.

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The County of Carlton Law Association's Annual Update in Issues in Ethics and Professionalism
held on December 1, 2011, included a presentation by Karen J. Cooper on Charities and Not-for-Profit Corporations.
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AFP Congress 2011
held in Toronto, Ontario, included a presentation by Theresa L.M. Man and Terrance S. Carter of Carters and Laura West of Fasken Martineau on November 28, 2011, entitled "Essential Charity Law Update - What Every Fundraiser Needs to Know." PDF HANDOUT
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Getting Ready for the New Ontario Not-For-Profit Corporations Act, 2010
was presented by Terrance S. Carter and Theresa L.M. Man for the Town of Ajax Health System Foundation on November 23, 2011. PDF HANDOUT
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Directors and Officers Duties and Liabilities of Charities and Not-for-Profit Organizations in Canada
was presented by Terrance S. Carter at the Association for Research on Nonprofit Organizations and Voluntary Action - ARNOVA's 40th Annual Conference in Toronto, Ontario, on November 17, 2011.
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Is a Corporate Foundation for You?
was presented by Karen J. Cooper as part of Imagine Canada's Charity Tax Tools Webinar Series on November 15, 2011.
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CRA Update, including "Keeping on the Right Side of CRA"
Presented by Cathy Hawara, Director General, Charities Directorate, Canada Revenue Agency at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Political Activities: What Churches and Charities Can and Cannot Do
Presented by Jennifer M. Leddy at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Director and Officer Liability Issues for Churches and Charities
Presented by Ryan M. Prendergast at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Protecting People Worldwide: Risk and Insurance for Missions, Relief and Development Organizations
Presented by Kenneth A. Hall, President, Robertson Hall Insurance, at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Foreign Activities: How to Get Ready for an Audit
Presented by Jacqueline M. Demczur at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Social Media: An Emerging Issue In The Workplace for Churches and Charities
Presented by Barry W. Kwasniewski at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Governance and Other Issues From the Budget Affecting Churches and Charities
Presented by Karen J. Cooper at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Complying with CRA's New Fundraising Guidance (Revised 2011)
Presented by Terrance S. Carter at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Overview of Continuing Under the CNCA and ONCA
Presented by Theresa L.M. Man at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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Essential Charity Law Update
Presented by Esther S.J. Oh at the 18th Annual Church & Charity Law Seminar. PDF HANDOUT
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18th Annual Church & Charity Law Seminar
Presentation materials are now available.
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Tax Receipting and Completing the T3010
was presented by Theresa L.M. Man at Imagine Canada's 2011 Nonprofit Risk Management Conference in Toronto, Ontario, on November 8, 2011. PDF HANDOUT
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Indentifying the Top Legal Risk Management Challenges of 2012 and Beyond
was presented by Terrance S. Carter at Imagine Canada's 2011 Nonprofit Risk Management Conference in Toronto, Ontario, on November 8, 2011. PDF HANDOUT
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Donation or Sponsorship? Know the Rules, Reap the Rewards
was presented by Terrance S. Carter for Imagine Canada's Charity Tax Tools Webinar Series on October 18, 2011.
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Essentials of the New Canada Not-for-Profit Corporations Act (CNCA)
was presented by Karen J. Cooper for Ottawa Festivals on October 18, 2011. PDF HANDOUT
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Charities and the Anti-Terrorism Financing/Money Laundering Regime
was presented by Terrance S. Carter at the Osgoode Hall Law School CLE Program Legal and Risk Management for Charities and NPOs on October 6, 2011. PDF HANDOUT Paper
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The Federal Government Budget and Its Implications for Charities and NPOs
was presented by Karen J. Cooper and Theresa L.M. Man at the Osgoode Hall Law School CLE Program Legal and Risk Management for Charities and NPOs on October 5, 2011. PDF HANDOUT
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The Practical Impact of the Canada Not-for-Profit Corporations Act (CNCA)
was presented by Theresa L.M. Man at the Osgoode Hall Law School CLE Program Legal and Risk Management for Charities and NPOs on October 5, 2011. PDF HANDOUT Paper
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What Happened Over the Summer? An update on interesting cases and developments for charity and not-for-profit law practitioners
was the topic of a panel which Theresa Man participated in at The OBA Charity & Not-for-Profit Law Section luncheon on September 12, 2011. PDF HANDOUT
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Disbursement Quota Reform: The Ins and Outs of What You Need to Know
Presented by Theresa L.M. Man at the CBA/OBA 2011 National Charity Law Symposium, May 6, 2011. PDF HANDOUT Paper
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Why the T3010B Matters to Gift Planners and What You Need to Know
was presented by Theresa L.M. Man and Mark Climie-Elliott CFRE, Climie-Elliott, at the Canadian Association of Gift Planners (CAGP) 2011 National Conference on April 14, 2011. PDF HANDOUT
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Considerations in Developing Gift Acceptance Policies
was presented by Karen J. Cooper and Bruce R. Hill CFRE, Consultant, at the Canadian Association of Gift Planners (CAGP) 2011 National Conference on April 14, 2011. PDF HANDOUT
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Essential Charity Law Update: What Every Gift Planner Needs to Know
was presented by Terrance S. Carter at the Canadian Association of Gift Planners (CAGP) 2011 National Conference on April 14, 2011. PDF HANDOUT
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A Closer Look at Continuance Under the Canada Not-for-Profit Corporations Act (CNCA)
Breakfast seminar hosted by Carters for clients in Ottawa provided in depth practical information to help charitable and not-for-profit organizations incorporated under the Canada Corporations Act understand the process of continuing under the CNCA. PDF HANDOUT
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A Closer Look at Continuance Under the Canada Not-for-Profit Corporations Act (CNCA)
Breakfast seminar hosted by Carters for clients in Toronto provided in depth practical information to help charitable and not-for-profit organizations incorporated under the Canada Corporations Act understand the process of continuing under the CNCA. PDF HANDOUT
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How to Prepare your Client for a CRA Audit
was presented by Karen J. Cooper for the Ontario Bar Association CLE program in Toronto, Ontario, on April 5, 2011. PDF HANDOUT
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Duties and Liabilities of Directors and Officers of Charities and Non-Profit Organizations
was presented by Terrance S. Carter at Emerging Issues in Directors' and Officers' Liability 2011, a professional development course from the Law Society of Upper Canada on March 29, 2011. PDF HANDOUT Paper
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Social Networking Risk Management
was presented by Barry W. Kwasniewski as guest speaker at The Canadian Society of Association Executives (CSAE) Ottawa-Gatineau Chapter February Luncheon held at the RA Centre in Ottawa on February 23, 2011. PDF HANDOUT
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Risk Management Directors’ and Officers’ Liability
was presented as part of a Volunteer Ottawa Workshop held at the C3 Centre in Ottawa by Karen J. Cooper on February 9, 2011. PDF HANDOUT
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Endowments - Bird in the Hand or Two in the Bush?
was presentation by Karen J. Cooper with Michelle Osborne from the University of Toronto at the Canadian Association of Gift Planners Ottawa Roundtable Ontario's Forum on January 26, 2011. PDF HANDOUT
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Implications of Disbursement Quota (DQ) Reform
was presented by Terrance S. Carter as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Advantages and Disadvantages of Incorporation as a Not-for-Profit
was presented by Ryan M. Prendergast at The York Small Business Enterprise Centre's Green Connections "Networking" Meeting, in Newmarket, Ontario
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Essential Charity Law Update: What Every Fundraiser Needs to Know
was presented by Terrance S. Carter of Carters and M. Elena Hoffstein of Fasken Martineau at The AFP Greater Toronto Congress 2010, held at the Metro Toronto Convention Centre
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2010 Annual Church and Charity Law Seminar
Presentation Materials
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Liability of Directors and Officers of Not-for-Profits
was presented by Karen J. Cooper at the Certified General Accountants of Ontario Conference 2010 held in Toronto, Ontario
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Directors and Officers Duties Regarding Conflicts of Interest
was presented by Terrance Carter at the Ontario Land Trust Alliance Gathering 2006
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Charities Speaking Out: The Evolution of Advocacy and Political Activities by Charities In Canada
was prepared for The New York University School of Law National Centre on Philanthropy and the Law annual conference "Nonprofit Speech in the 21st Century: Time for a Change?" by Terrance S. Carter and Theresa L.M. Man
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Recent Tax Changes
was presented by Karen J. Cooper at the Ontario Land Trust Alliance (OLTA) 2010 Gathering "Expanding Horizons" in Peterborough, Ontario
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Highlights of CRA Compliance Requirements for Charities
was presented by Esther S.J. Oh at Imagine Canada's 2010 Risk Management Conference held in Toronto, Ontario
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Demander l'enregistrement titre d'organisme de bienfaisance
was presented by Karen J. Cooper as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Valuation Principles: How to Determine the Value of Gifts-in-Kind and Donor Benefit
was presented by Karen J. Cooper as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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The Impact of Anti-terrorism Legislation on Charities
was presented by Terrance S. Carter at the University of Ottawa
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Investment Decision Making During Difficult Financial Times
was presentated by Terrance S. Carter at a Colliers International Not-for-Profit Advisory Group Breakfast Meeting
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Record Keeping: Maintaining Books and Records
was presented by: Theresa L M Man as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Tax Law Part II: The Implications of the New CRA Fundraising Guidance for Land Trusts
was presented by Karen J. Cooper at The 2010 Canadian Land Trust Annual Conference held in Banff, Alberta
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Recent Changes in Tax Law: Part I
was presented by Karen J. Cooper at The 2010 Canadian Land Trust Annual Conference held in Banff, Alberta
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Key Legal Compliance Issues for Charities and Not-for-Profits
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 Oakville, Ontario
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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 "LeadershipMatters: Building Your Legal Know How" in Burlington, Ontario
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A Comparison of Jurisdictions for Your Charitable Organization
was presented by Karen J. Cooper at The CBA Canadian Legal Conference 2010 held in Niagara Falls, Ontario
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Incorporation: Charitable Status vs Non-profit Status
was presented by Jennifer M. Leddy for the Entrepreneurship Centre in Ottawa City Hall, Ottawa, Ontario
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Directors' and Officers' Liability - The Essentials and Beyond for Charities and Not-for-Profits
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 Burlington, Ontario and included the following presentation: "Due Diligence in Avoiding Risks for Directors and Officers of Charities and Not-for-Profits"
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Directors' and Officers' Liability - The Essentials and Beyond for Charities and Not-for-Profits
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 Burlington, Ontario and included the following presentation: "The Legal Duties of Directors and Officers of Charities and Not-for-Profits"
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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
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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
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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 presentation: "Harmonization: The Top 5 Things Charities and Not-for-Profits Need to Know about the HST" by Paul V. Cassucio of Fasken Martineau
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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 presentation: "The Practical Implications of CRA's Fundraising Guidance: One Year Later" by Terrance S. Carter of Carters
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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 presentation: "What the Federal Budget Disbursement Quota Reform Will Mean to Your Charity" by Theresa L.M. Man of Carters
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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 presentation: "Charity Law Update: The Year in Review" by M. Elena Hoffstein of Fasken Martineau
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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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Advising the Charitable Client
was presented by Terrance S. Carter at the Hamilton Law Association's CLE Round Table Session on Charity Law
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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
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Implications of Disbursement Quota Reform
was presented by Terrance S. Carter at the Owen Sound Regional Hospital Foundation Workshop for Professional Advisors
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Social Enterprise in Canada: Towards a New Paradigm
was presented by Jane Burke-Robertson at the CSIED Social Enterprise Seminar in Ottawa, Ontario
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Applying for Charitable Status
was presented by Theresa L.M. Man as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Navigating a CRA Audit and Living to Tell the Tale
was presented by Karen J. Cooper at the 17th Annual National CAGP-ACPDP Conference in Edmonton, Alberta
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Managing Endowments in Difficult Economic Times
was presented by M. Elena Hoffstein of Fasken Martineau at the 17th Annual National CAGP-ACPDP Conference in Edmonton, Alberta
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Implications of Disbursement Quota Reform
was presented by Theresa L.M. Man at the 17th Annual National CAGP-ACPDP Conference in Edmonton, Alberta
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Basic Tax Considerations in Gift Planning
was presented by Terrance Carter with Laura West of Fasken Martineau at the 17th Annual National CAGP-ACPDP Conference in Edmonton, Alberta
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Ins and Outs of the Canada Not-for-Profit Corporations Act
was presented by Jane Burke-Robertson at the County of Carlton Law Association - 16th East Region Solicitors Conference 2010 in Montebello, Quebec
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Implications of Becoming a Charity
was presented by Karen J. Cooper as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Environmental Issues Under the 4th Head of Charity
was presented by Karen J. Cooper at the 2010 National Charity Law Symposium hosted by the Charity and Not-for-Profit Sections of the Canadian Bar Association and the Ontario Bar Association and co-chaired by Terrance S. Carter, in Toronto, Ontario
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Managing the Risk of Employee Liability for Charities and Nonprofits
was presented by Barry W. Kwasniewski as part of a risk management seminar series hosted by Imagine Canada
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Alternatives to Becoming a Charity
was presented by Terrance S. Carter as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Ottawa Region Charity & Not-for-Profit Law Seminar
was held at Arlington Woods Free Methodist Church, in Nepean, Ontario, with over 280 in attendance
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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
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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
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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
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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
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The 2009 Annual Church & Charity Law Seminar
Presentation Materials
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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
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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
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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
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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
Effectively Structuring Endowment Agreements
was presented by Terrance S. Carter at the Institute of Advanced Financial Planners' Symposium 2009 in London, Ontario
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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
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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
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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
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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
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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
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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
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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
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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
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Recent Legal Developments Affecting Charities
was presented by Terrance S. Carter for the Niagara Estate Planning Council
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Ottawa Region Church & Charity Law Seminar
was held at Arlington Woods Free Methodist Church, in Nepean, Ontario, with over 260 in attendance
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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
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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
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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
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The 2008 Annual Church & Charity Law Seminar
Presentation Materials
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Surviving a CRA Audit
was presented by Karen J. Cooper at a meeting The Financial Officer's Group in Scarborough, Ontario
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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
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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
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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"
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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
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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
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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: "How to Avoid Legal Liability in Fundraising (Alberta)"
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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: "Due Diligence in Avoiding Liability for Directors and Officers of Charities and Not-for-Profit (Alberta)"
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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)"
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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
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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
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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 presentation: “Implementing Compliance as Employers” by Stanford R. Brown
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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 presentation: “Due Diligence in Managing Risks” by Jeremiah A. Eastman
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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 presentation: “Recent Changes to Canadian Criminal Law and How it Affects Your Risks as Employers” by Mervyn F. White
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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 presentation: “Enforcement and Regulatory Offences” by Bruce W. Long
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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
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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. Presentations included: "Part III - Compliance Issues for Charities and Not-for-Profits: A Pro-active Approach"
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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. Presentations included: "Part II - Due Diligence in Avoiding Liability for Directors and Officers of Charities and Not-for-Profits"
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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. Presentations included: "Part I - The Legal Duties of Directors and Officers of Charities and Not-for-Profits"
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The Association of Fundraising Professionals (AFP) Greater Toronto Chapter's Congress 2007
held in Toronto, Ontario, included the following presentation: "Donor Rights & Remedies" by M. Elena Hoffstein and Terrance S. Carter
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The Association of Fundraising Professionals (AFP) Greater Toronto Chapter's Congress 2007
held in Toronto, Ontario, included the following presentation: "Corporate Giving, A Going Concern" by Terrance S. Carter and Theresa L.M. Man
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The 2007 Annual Church & Charity Law Seminar
Presentation Materials
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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
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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: "Protection of Privacy”
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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"
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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
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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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The Use of Private Foundations for Planned Giving
was presented by Theresa L.M. Man at the BDO 2007 National Tax Specialist Conference in Toronto, Ontario
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Avoiding Liability in Charitable Fundraising
was presented by Karen Cooper for Volunteer Ottawa's Annual General Meeting
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Employment Law, Legislation & Guidelines
was presented by U Shen Goh for The Canadian Mental Health Association of Peel
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Diversity & Human Resources
was presented by U Shen Goh for The Canadian Mental Health Association of Peel
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Governance 101
presented by Karen J. Cooper for the Certified General Accountants of Ontario Ottawa Chapter
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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
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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
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The 2006 Annual Church & Charity Law Seminar
Presentation Materials
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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"
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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
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Key Legal Issues Regarding Foundations, Endowments and Not-For-Profit Organizations: Practical Highlights of What You Need To Know To Safeguard Your Organization
was presented by Karen J. Cooper at the 6th Annual Foundation, Endowments & Not-for-Profit Investments Summit hosted by the Strategy Institute in Toronto, Ontario
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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
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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
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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
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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
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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)
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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)
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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
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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)
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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
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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”
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Recent Amendments to the Income Tax Act Affecting Charities and Donors
presented by Terrance S. Carter for The Foundation of Guelph General Hospital
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The 2005 Annual Church & Charity Law Seminar
Presentation Materials
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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
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How to Pack your Risk Management Parachute
was presented by Karen Cooper for the Big Brothers Big Sisters Ontario Regional Workshops in Ottawa, Ontario
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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
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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
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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
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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) and included: “Avoidance of Risks by Directors of Charities and Non-Profits,” by Jane Burke-Roberston (Counsel)
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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) and included: “An Overview of Intellectual Property Issues for Associations,” by Terrance S. Carter
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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) and included: “Identification and Management of Key Legal Compliance Issues for Associations,” by Terrance S. Carter
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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)
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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
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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
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Employment Issues for Non-Profit Organizations
presented to the United Way of Peel Region by U. Shen Goh
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Health Law & Health Philanthropy Seminars
were hosted by Fasken Martineau DuMoulin LLP and Carter & Associates at The Sunnybrook Estates in Toronto, Ontario, and included the following presentation: “Do’s and Don’ts on How to Structure an Endowment Agreement,” by Terrance S. Carter
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Health Law & Health Philanthropy Seminars
were hosted by Fasken Martineau DuMoulin LLP and Carter & Associates at The Sunnybrook Estates in Toronto, Ontario, and included the following presentation: “Privacy Legislation and Its Impact on Charities,” by Mark J. Wong
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Health Law & Health Philanthropy Seminars
were hosted by Fasken Martineau DuMoulin LLP and Carter & Associates at The Sunnybrook Estates in Toronto, Ontario, and included the following presentation: “Highlights of Proposed New Tax Rules Affecting Charities,” by Terrance S. Carter
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Diversity and Human Resources Management
presented by U. Shen Goh of Carter & Associates at a Social Planning Council of Peel workshop
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Donor-Restricted Charitable Gifts, presented by Terrance S. Carter as a guest lecturer at the University of Ottawa Law School

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Legal Risk Management for Directors
was presented by Donald J. Bourgeois for the Volunteer Action Centre in Kitchener, Ontario
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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 topic: "Avoidance of Risks by Directors of Charities and Not-for-Profits" by Jane Burke-Robertson
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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 topic: "An Overview of Intellectual Property Issues for Associations" by Terrance S. Carter
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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 topic: "Identification and Management of Key Legal Compliance Issues for Associations" by Terrance S. Carter
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United Way Distinguished Speaker Luncheon (Windsor - Essex County)
was held in Windsor, Ontario, with Terrance S. Carter presenting: "Recent Changes to the Income Tax Act Affecting Charities"
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United Way Distinguished Speaker Luncheon (Windsor - Essex County)
was held in Windsor, Ontario, with Terrance S. Carter presenting: "How to Avoid Liability in Fundraising"
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United Way Distinguished Speaker Luncheon (Windsor - Essex County)
was held in Windsor, Ontario, with Terrance S. Carter presenting: "Due Diligence in Avoiding Risks for Directors of Charities and Not-for-Profits"
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United Way Distinguished Speaker Luncheon (Windsor - Essex County)
was held in Windsor, Ontario, with Terrance S. Carter presenting: "Good Governance in Meeting the Duties of Directors of Charities and Not-for-Profits"
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United Way Distinguished Speaker Luncheon (Windsor - Essex County)
was held in Windsor, Ontario, with Terrance S. Carter presenting: "The Legal Duties of Directors of Charities and Not-for-Profits"
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Association of Fundraising Professionals (AFP) 2004 Congress - Current Legal Issues in Fundraising
was held in Toronto, Ontario, and included the following presentation: "Legal Liabilities in Fundraising" by Terrance S. Carter
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Association of Fundraising Professionals (AFP) 2004 Congress - Current Legal Issues in Fundraising
was held in Toronto, Ontario, and included the following presentation: "Estate Administration Issues with Charitable Gifts" by Elena Hoffstein
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Association of Fundraising Professionals (AFP) 2004 Congress - Current Legal Issues in Fundraising
was held in Toronto, Ontario, and included the following presentation: "New Privacy Legislation and its Impact on Fundraising" by Mark J. Wong
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Association of Fundraising Professionals (AFP) 2004 Congress - Current Legal Issues in Fundraising
was held in Toronto, Ontario, and included the following presentation: "Proposed 2004 Budget Provisions Affecting Charitable Giving" by Elena Hoffstein
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Association of Fundraising Professionals (AFP) 2004 Congress - Current Legal Issues in Fundraising
was held in Toronto, Ontario, and included the following presentation: "Proposed New Tax Rules Affecting Fundraising" by Terrance S. Carter
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Director and Officer Liability and Beyond presented by Terrance S. Carter for the Institute of Chartered Accountants
included the following presentation: "Recent Changes to the Income Tax Act and Policies Relating to Charities and Charitable Gifts"
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Director and Officer Liability and Beyond presented by Terrance S. Carter for the Institute of Chartered Accountants
included the following presentation: "How to Avoid Liability in Fundraising"
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Director and Officer Liability and Beyond presented by Terrance S. Carter for the Institute of Chartered Accountants
included the following presentation: "Due Diligence in Avoiding Risks for Directors of Charities and Not-for-Profits"
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Director and Officer Liability and Beyond presented by Terrance S. Carter for the Institute of Chartered Accountants
included the following presentation: "Good Governance in Meeting the Duties of Directors of Charities and Not-for-Profits"
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Director and Officer Liability and Beyond presented by Terrance S. Carter for the Institute of Chartered Accountants
included the following presentation: "The Legal Duties of Directors of Charities and Not-for-Profits"
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The 2004 Annual Church & Charity Law Seminar
Presentation Materials
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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
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New York University School of Law, National Center on Philanthropy and the Law Conference
"Diversions of Charitable Assets: Crimes and Punishments in Canada"
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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"
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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
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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
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Budget Proposals - March 23, 2004
presented by M. Elena Hoffstein at the Senior Estates & Trusts Practitioners' Forum held in Cambridge, Ontario
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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
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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
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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
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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
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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
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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
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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
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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
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Fabulous Fun with Financial Fundamentals
was presented by Terrance S. Carter at the Association of Fundraising Professionals Fundraising Day 2004 in Toronto
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Proposed 2004 Budget Provisions
by Elena Hoffstein at the Tax Update for Charities seminar in Toronto.
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Proposed new Tax Rules
presented by Terrance Carter at the Tax Update for Charities seminar in Toronto
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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
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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)
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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)
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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)
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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)
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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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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
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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
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Criminal Investigations: When to Initiate and How to Respond
presented by Bruce W. Long of Carter & Associates at the 2003 Church & the Law Seminar
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Criminal Code Amendments (Bill C-250) Regarding Hate Propaganda
presented by Bruce W. Long of Carter & Associates at the 2003 Church & the Law Seminar
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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
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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
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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
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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
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Key Legal Responsibilities of Charities in Planned Giving
presented by Terrance S. Carter to the Canadian Cancer Society in Ottawa
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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
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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
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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
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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.
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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.
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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
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Due Diligence in Avoiding Risks for Directors of Charities and Not-for-Profits
by Terrance S. Carter B.A., LL.B
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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
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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
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Overview of the Anti-terrorism Legislation As It Relates to Charities

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Revised Investment Powers for Charities Under the Trustee Act: Delegation and Investment Policies

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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

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New Delegation Powers for Charities in Ontario Under The Trustee Act

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Domain Names and Trade-marks on the Internet: New Frontiers in Charitable Fundraising

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Changes to the Competition Act and the Income Tax Act Affecting Fundraising Including the Internet: The Pitfalls and the Perils

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Donor Restricted Charitable Gifts - A Practical Overview Revisited

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Legal Issues Involving Fundraising on the Internet

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Protecting Your Charity's Name and Reputation - Trade-mark Issues for Charities
presented by Terrance S. Carter at the NSFRE Pre-Congress Day
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Donor Restricted Charitable Funds: Tips, Traps and the Fundamentals

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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
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Legal Issues in Investments of Charitable Funds

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The Y2K Problem for Charities: Avoiding Legal Liability

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National and International Charitable Structures: Achieving Protection and Control

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Key Considerations for U.S. Charities Commencing Operations in Canada

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VOLUNTEER LAWYER SERVICE "WHAT IS A CHARITY?"

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