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Events and Presentation Materials
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World Vision Canada's Law Day
held in Mississauga Ontario, on December 6, 2011, included a presentation by Terrance S. Carter entitled "Tax Receipting and Return of a Gift." PDF HANDOUT
12/06/2011  Learn more >>>


Imagine Canada's Charity Tax Tools Webinar
on December 6, 2011 was a presentation by Theresa L.M. Man entitled "Highlights of the new Canada Not-for-Profit Corporations Act, and What Federal Corporations Need to Do."
12/06/2011  Learn more >>>


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.
12/01/2011  Learn more >>>


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.
12/01/2011  Learn more >>>


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
11/28/2011  Learn more >>>


18th Annual Church & Charity Law Seminar
Presentation materials are now available.
11/10/2011  Learn more >>>


Charity Tax Tools Webinar Series
Donation or Sponsorship? Know the Rules, Reap the Rewards Tuesday, October 18, 2011
10/17/2011  Learn more >>>


2011 Canadian Business & Community Partnership Forum & Awards
being presented by Imagine Canada and Volunteer Canada at Le Chateau Montebello in Quebec from June 7 - 9, 2011, will include presentations by Terrance S. Carter and Karen J. Cooper from Carters.
05/18/2011  Learn more >>>


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
05/06/2011  Learn more >>>


Here Comes The CNCA: Are You Ready To Advise Your Clients?
Presented by Jane Burke-Robertson of Carters and Linda J. Godel of Torkin Manes LLP at the CBA/OBA 2011 National Charity Law Symposium, May 6, 2011.
05/06/2011  Learn more >>>


2011 CBA/OBA National Charity Law Symposium - May 6, 2011
Hosted by Canadian Bar Association and the Ontario Bar Association at the Hyatt Regency in Toronto.
04/29/2011  Learn more >>>


Duties and Liabilities of Directors and Officers of Charities and Non-Profit Organizations
Presented by Terrance S. Carter for the professional development course "Emerging Issues in Directors' and Officers' Liability 2011" from the Law Society of Upper Canada on March 29, 2011. Handout Paper
04/27/2011  Learn more >>>


A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
CLIENT BREAKFAST SEMINAR: Ottawa, April 13, 2011.
03/03/2011  Learn more >>>


A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
CLIENT BREAKFAST SEMINAR: Toronto, April 7, 2011.
04/07/2011  Learn more >>>


2011 Ottawa Region Charity and Not-For-Profit Law Seminar Materials Now Available
Wednesday, February 16, 2011, Ottawa Region A Practical Seminar Dedicated to Assisting Charities and Not-for-Profits Understand and Comply with Recent Developments in the Law
04/01/2011  Learn more >>>


CLIENT BREAKFAST SEMINARS: A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
are being held in Toronto, on April 7, 2011, and Ottawa, on April 13, 2011.
03/03/2011  Learn more >>>


Key Legal Compliance Issues for Charities and Not-for-Profits
was presented by Theresa Man at the First Annual Canadian Society of Association Executives (CSAE) Trillium Chapter Winter Summit in Hamilton, Ontario on February 25, 2011.
02/25/2011  Learn more >>>


Essential Charity & Not-for-Profit Law Update
was presented by Terrance Carter at the First Annual Canadian Society of Association Executives (CSAE) Trillium Chapter Winter Summit in Hamilton, Ontario on February 25, 2011.
02/25/2011  Learn more >>>


First Annual Canadian Society of Association Executives (CSAE) Trillium Chapter Winter Summit
being held in Hamilton, Ontario will include presentations by Terrance Carter and Theresa Man in the "Legal Update 101: What You Need to Know" session
02/24/2011  Learn more >>>


2011 Ottawa Region Charity and Not-For-Profit Law Seminar
Wednesday, February 16, 2011, Ottawa Region A Practical Seminar Dedicated to Assisting Churches and Charities Understand and Comply with Recent Developments in the Law
10/06/2010  Learn more >>>


Canadian Association of Gift Planners Ottawa Roundtable Ontario's Forum
included a presentation by Karen J. Cooper with Michelle Osborne from the University of Toronto entitled "Endowments - Bird in the Hand or Two in the Bush?". Details and registration.
01/26/2011  Learn more >>>


The Windsor Essex Estate Planning Council
hosted a luncheon in Windsor, Ontario, with Terrance Carter presenting the following: "Practical Implications of CRA's New Fundraising Guidance"
01/20/2011  Learn more >>>


The Windsor Essex Estate Planning Council
hosted a luncheon in Windsor, Ontario, with Terrance Carter presenting the following: "Essential Charity Law Update"
01/20/2011  Learn more >>>


The Windsor Essex Estate Planning Council
hosted a luncheon in Windsor, Ontario, with Terrance Carter presenting the following: "Basic Tax Considerations in Charitable Giving"
01/20/2011  Learn more >>>


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
12/14/2010  Learn more >>>


The York Small Business Enterprise Centre's Green Connections "Networking" Meeting
held in Newmarket, Ontario, included a presentation by Ryan M. Prendergast on "Advantages and Disadvantages of Incorporation as a Not-for-Profit"
12/13/2010  Learn more >>>


The Greater Dufferin Area Estate Planning Council (GDAEPC)
hosted a presentation by Terrance S. Carter entitled "Basic Tax Considerations in Charitable Giving"
12/07/2010  Learn more >>>


The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: Due Diligence in Avoiding Risks for Directors and Officers of Charities and Not-for-Profits (Summary B)
12/01/2010  Learn more >>>


The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: Due Diligence in Avoiding Risks for Directors and Officers of Charities and Not-for-Profits
12/01/2010  Learn more >>>


The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: The Legal Duties of Directors and Officers of Charities and Not-for-Profits (Summary A)
12/01/2010  Learn more >>>


The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: The Legal Duties of Directors and Officers of Charities and Not-for-Profits
12/01/2010  Learn more >>>


The AFP Greater Toronto Congress 2010
held at the Metro Toronto Convention Centre, included a presentation by Terrance S. Carter and M. Elena Hoffstein of Fasken Martineau entitled "Essential Charity Law Update: What Every Fundraiser Needs to Know"
11/30/2010  Learn more >>>


The Certified General Accountants of Ontario Annual Conference (Ottawa)
held at the Fairmont Chateau Laurier in Ottawa, Ontario, included presentations by Karen J. Cooper entitled "Liability of Directors and Officers" and "The Income Tax Act and Charities"
11/29/2010  Learn more >>>


2010 Annual Church & Charity Law Seminar
was held on Thursday, November 18, 2010 at the Portico Community Church in Mississauga, with over 800 in attendance
11/18/2010  Learn more >>>


Certified General Accountants of Ontario Conference 2010
held in Toronto, Ontario, included a session by Karen J. Cooper entitled "Liability of Directors and Officers of Not-for-Profits"
11/11/2010  Learn more >>>


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?" included Terrance S. Carter in the Comparative Panel: 21st Century Nonprofit Speech Around the World presenting a paper entitled "Charities Speaking Out: The Evolution of Advocacy and Political Activities by Charities In Canada"
10/29/2010  Learn more >>>


Ontario Land Trust Alliance (OLTA) 2010 Gathering "Expanding Horizons"
in Peterborough, Ontario, included a presentation by Karen J. Cooper on "Recent Tax Changes"
10/29/2010  Learn more >>>


Imagine Canada's 2010 Risk Management Conference
held in Toronto, Ontario, included the following: "The HR Doctor Is In! - Bring your Issues for the Expert Panel" with Barry W. Kwasniewski on the panel, "You're Fired! - Terminations, Corrective Action and Dismissals" with Barry W. Kwasniewski speaking, and "Highlights of CRA Compliance Requirements for Charities" by Esther S.J. Oh
10/28/2010  Learn more >>>


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
10/26/2010  Learn more >>>


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
10/19/2010  Learn more >>>


The Impact of Anti-terrorism Legislation on Charities
was presented by Terrance S. Carter at the University of Ottawa
10/18/2010  Learn more >>>


Colliers International Not-for-Profit Advisory Group Breakfast Meeting
at the Ontario Heritage Centre included a presentation by Terrance S. Carter entitled "Investment Decision Making During Difficult Financial Times"
10/07/2010  Learn more >>>


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
10/05/2010  Learn more >>>


The 2010 Canadian Land Trust Annual Conference
held in Banff, Alberta, included the following presentation by Karen J. Cooper on October 1, 2010: "Tax Law Part II: The Implications of the New CRA Fundraising Guidance for Land Trusts"
10/01/2010  Learn more >>>


The 2010 Canadian Land Trust Annual Conference
held in Banff, Alberta, included the following presentation by Karen J. Cooper on October 1, 2010: "Recent Changes in Tax Law: Part I"
10/01/2010  Learn more >>>


Considerations When Drafting Restricted Charitable Purpose Trusts
was presented by Terrance S. Carter at the Ontario Bar Association CLE Program Trusts, Trustees, Trusteeships 2010, held in Toronto, Ontario
10/01/2010  Learn more >>>


CCCC 2010 Annual Conference
held at the Victoria Inn Hotel & Convention Centre, Winnipeg, Manitoba, included the following presentation by Terrance S. Carter: "Anti-Terrorism Law: What Christian Charities Need to Know"
09/29/2010  Learn more >>>


CCCC 2010 Annual Conference
held at the Victoria Inn Hotel & Convention Centre, Winnipeg, Manitoba, included the following presentation by Terrance S. Carter: "Special Considerations in Gift Planning for Christian Charities"
09/29/2010  Learn more >>>


CLF 2010 National Conference
held at the Delta Toronto Airport West, in Toronto, Ontario, included a presentation entitled "Essential Charity Law Update" by Terrance S. Carter
09/25/2010  Learn more >>>


The Association of Treasurers of Religious Institutes' 2010 Conference "Riding the Waves of Change"
held at the Delta Halifax in Halifax, Nova Scotia, included a presentation entitled "Current Issues Under the Income Tax Act Affecting Religious Institutes" by Karen J. Cooper
09/25/2010  Learn more >>>


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
09/16/2010  Learn more >>>


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
09/09/2010  Learn more >>>


St. Paul University's Faculty of Canon Law Legal Seminar
held at the university in Ottawa, Ontario, on August 18-25, 2010, will include the following presentation: "Canada Revenue Agency" by Karen J. Cooper
08/19/2010  Learn more >>>


St. Paul University's Faculty of Canon Law Legal Seminar
held at the university in Ottawa, Ontario, on August 18-25, 2010, will include the following presentation: "Corporate Compliance Issues for Religious Orders" by Terrance S. Carter and Jennifer M. Leddy
08/18/2010  Learn more >>>


The CBA Canadian Legal Conference 2010
was held in Niagara Falls, Ontario, and included a talk by Karen J. Cooper and Jane Burke-Robertson in the session entitled "A Comparison of Jurisdictions for Your Charitable Organization"
08/15/2010  Learn more >>>


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
06/15/2010  Learn more >>>


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
06/15/2010  Learn more >>>


Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation:"The Top 5 Things Charities and Not-for-Profits Need to Know about the HST" by Paul V. Cassucio of Fasken Martineau
06/10/2010  Learn more >>>


Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation:"The Practical Implications of CRA's Fundraising Guidance: One Year Later" by Terrance S. Carter
06/10/2010  Learn more >>>


Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation: "What the Federal Budget Disbursement Quota Reform Will Mean to Your Charity" by Theresa L.M. Man
06/10/2010  Learn more >>>


Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation: "Charity Law Update: The Year in Review" by M. Elena Hoffstein of Fasken Martineau
06/10/2010  Learn more >>>


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
06/07/2010  Learn more >>>


The 2010 Christian Legal Intervention Academy
hosted by Faith and Freedom Alliance at St. Michael's College in Toronto, Ontario, included the following presentation: "Human Rights Concerns: What Churches And Religious Organizations Can Do In Response" by Terrance S. Carter
06/05/2010  Learn more >>>


The 2010 Christian Legal Intervention Academy
hosted by Faith and Freedom Alliance at St. Michael's College in Toronto, Ontario, included the following presentation: "Human Rights: an Overview" by Mervyn F. White
06/05/2010  Learn more >>>


Hamilton Law Association's CLE Round Table Session on Charity Law
included a presentation by Terrance S. Carter entitled "Advising the Charitable Client."
06/02/2010  Learn more >>>


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
06/01/2010  Learn more >>>


Owen Sound Regional Hospital Foundation Workshop for Professional Advisors
included a presentation by Terrance S. Carter entitled "Implications of Disbursement Quota Reform"
05/27/2010  Learn more >>>


2010 Church Protection Plus Risk Management Symposium
hosted by Robertson Hall in Mississauga, Ontario, included a presentation by Bruce W. Long entitled "Criminal Charges and Regulation Offences"
05/27/2010  Learn more >>>


Social Enterprise in Canada: Towards a New Paradigm
was presented by Jane Burke-Robertson at the CSIED Social Enterprise Seminar in Ottawa, Ontario
05/27/2010  Learn more >>>


Certified General Accountants of Ontario's Not-for-Profit Symposium
held in Toronto, Ontario, included "Directors' & Officers' Liability - The Essentials and Beyond" presented by Karen J. Cooper
05/20/2010  Learn more >>>


Employment Law, Legislation and Guidelines
was presented by U. Shen Goh as part of the Regional Municipality of Halton's free seminar series "Leadership Matters: Building Your Legal Know How" in Georgetown, Ontario
05/18/2010  Learn more >>>


17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Managing Endowments in Difficult Economic Times," M. Elena Hoffstein of Fasken Martineau
05/12/2010  Learn more >>>


17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Basic Tax Considerations in Gift Planning," Terrance Carter with Laura West of Fasken Martineau
05/12/2010  Learn more >>>


17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Implications of Disbursement Quota Reform," Theresa L.M. Man
05/12/2010  Learn more >>>


17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Navigating a CRA Audit and Living to Tell the Tale" by Karen J. Cooper
05/12/2010  Learn more >>>


County of Carlton Law Association - 16th East Region Solicitors Conference 2010
held in Montebello, Quebec, included a presentation by Jane Burke-Robertson entitled "Ins and Outs of the Canada Not-for-Profit Corporations Act"
05/07/2010  Learn more >>>


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, include the following presentation by Karen J. Cooper: "Environmental Issues Under the 4th Head of Charity"
04/30/2010  Learn more >>>


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
04/26/2010  Learn more >>>

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