Charity & Not-For-Profit Law Seminar Materials
Healthcare Philanthropy: Check-Up 2019
was co-hosted by Carters and Fasken Martineau on May 22, 2019 with a two part session entitled "The Coming of the ONCA (We Hope) and What to Start Thinking About" and "Critical Privacy Update for Charities" presented by Theresa L.M. Man and Esther Shainblum.
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Primer on Donor Advised Funds and Current Issues
was presented by Jacqueline M. Demczur at the CBA Charity Law Symposium, hosted by the Canadian Bar Association Charity & Not-for-Profit Law Section on Monday, May 6, 2019. PDF HANDOUT Paper
Practice Management Tools
was presented by Terrance S. Carter and Ryan M. Prendergast at the OBA Charity & Not-For-Profit Law Young Lawyers Division in Toronto on April 5, 2019.
Essential Charity Law and Compliance Update
was presented by Terrance S. Carter at the CPA Canada's 2019 Not-for-Profit Forum hosted by Chartered Professional Accountants Canada on February 6, 2019.
The Ottawa Region 2019 Charity & NFP Law Seminar Materials
Charity & NFP Law Seminar Materials.
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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 Canadian Bar Association 2018 National 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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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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Full listing of Publications
 

Carters Professional Corporation

Orangeville Office
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Orangeville, Ontario, Canada
L9W 1K4
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