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In the Press

Employer Responsibilities towards Pregnant Employees by Barry Kwasniewski.

Employment Practices Risk Management Column, Imagine Canada, February 2010.

Imagine Canada Insurance & Liability Resource Centre for Non-Profits lists Church Law Bulletin No. 28 entitled "Cornwall Inquiry Releases Report with Recommendations Regarding the Prevention Of and Responses to Child Abuse" among its resources.

Imagine Canada Insurance & Liability Resource Centre for Non-Profits

Imagine Canada Insurance & Liability Resource Centre for Non-Profits lists Charity Law Bulletin No. 189 entitled "Ontario Bill 168 Receives Royal Assent: Employers Will Need to Address Workplace Violence and Harassment Prevention" among its Employment Practices resources.

Imagine Canada Insurance & Liability Resource Centre for Non-Profits

Improved CRA fundraising guidance still poses challenges by Terrance S. Carter.

Charity Talk, January 2010.

Civil Society Under Strain references "Canadian Charities: The forgotten victims of Canada's anti-terrorism legislation" by Terrance S. Carter in Civil Society Under Strain: Counter-Terrorism Policy, Civil Society and Aid Post-9/11.

International Journal of Civil Society 4: 10-16,
Ed. Jude Howell and Jeremy Lind. Kumarian Press. Sterling, VA, 2010.

Donation Fraud - Banyan Tree Class Action Receives Certification by Karen J. Cooper.

Canadian Fundraising & Philanthropy eNews, Volume 20, No 2, January 31, 2010.

Canada - Large Class Action for Defrauded Donors Certified in Ontario included a link to Charity Law Bulletin No. 190 by Karen J. Cooper.

International Journal of Civil Society Law Newsletter, Volume 7, Issue 2, 2010.

Legal Risk Management Checklist for Not-for-Profit Corporations by Terrance S. Carter and Jacqueline M. Demczur was referenced in a recent article from PracticePRO by LawPro.

PracticePRO, January 2010.

Legal Risk Management Checklist for Not-for-Profit Corporations by Terrance S. Carter and Jacqueline M. Demczur was included in a recent issue of the Directors' Manual report from CCH.

Directors Manual, Report 45, Tab 17, December 2009.Suscribe

Fundraising Guidance Poses Challenges for Charities by Terrance S. Carter.

Lawyers Weekly, Volume 29, No. 29, December 4, 2009.

Ontario Legislation: Bill 212 Reforms Ontario Charities Regulation by Terrance Carter.

Canadian Fundraising & Philanthropy eNews, Volume 19, No. 23, December 15, 2009.

Non-Qualifying Securities by Karen J. Cooper.

Charitable Thoughts, Volume 13, No. 2, December 2009.

Commercial Activities and Other Issues Involving Non-Profit Organizations by Theresa L.M. Man.

Charitable Thoughts, Volume 13, No. 2, December 2009.

Omnibus Bill Introduces Changes for Charities in Ontario includes a link to Charity Law Bulletin No. 181 entitled "Bill 212 Brings Significant Reform to the Regulation of Charities in Ontario" by Terrance S. Carter.

Inside Internal Control, Volume 2, Issue 11, December 11, 2009.

Tips on Charitable Fundraising includes a link to Charity Law Bulletin No. 176 entitled "Ontario Public Guardian and Trustee Provides Tips on Charitable Fundraising" by Terrance Carter.

Inside Internal Control, Volume 2, Issue 11, December 11, 2009.

Leveraged Donations: Tax Court Of Canada Denies Leveraged Donation Tax Credit by Karen J. Cooper.

Canadian Fundraising & Philanthropy eNews, Volume 19, No. 22, November 30, 2009.

Bill 212 Introduces Significant Reform to Charities Regulation by Terrance S. Carter.

Law Times, Volume 20, No. 38, November 30, 2009.

Improved CRA Fundraising Guidance Still Poses Challenges by Terrance Carter.

Charitable Thoughts, Volume 13, No. 1, October 2009.

Proposed Consumer Product Safety Act Raises Concerns for Charities by Nancy E. Claridge and Terrance S. Carter.

Charitable Thoughts, Volume 13, No. 1, October 2009.

Canada Revenue Agency Notes by Karen J. Cooper.

Charitable Thoughts, Volume 13, No. 1, October 2009.

Endowment Fund by by Theresa L.M. Man.

Mon Sheong Foundation's Guide to Planned Giving, October 2009.

Fundraising Guidance Still has Challenges by Terrance Carter.

The Bottom Line, Vol. 25, No. 11, Mid-September, 2009.

Life in the balance: SCC weighs rights of mature adolescents to refuse treatment by Jennifer M. Leddy.

Canadian Lawyer Magazine, September 8, 2009.

CRA Draft Guidance on the Protection of Human Rights & Charitable Registration by Terrance S. Carter.

Christian Legal Journal, Summer 2009.

Operations outside Canada? New rules are in the works for you by Terrance S. Carter and Karen J. Cooper. .

Canadian Fundraising & Philanthropy eNews, Vol. 19, No. 16, August 31, 2009.

CRA fundraising changes: Why you should care by Andy Levy-Ajzenkopf included quotes from Terrance Carter.

Charity Village News Week, August 26, 2009.

CRA Draft Guidance Clarifies the Rules for Human Rights Charities Operation Abroad by Terrance Carter.

The Lawyers Weekly, Vol. 29, No. 14, August 21, 2009 .

Proposed Consumer Product Safety Act raises concerns for charities by Nancy E. Claridge and Terrance S. Carter.

Canadian Fundraising & Philanthropy eNews, Vol. 19, No. 15, August 15, 2009.

Managing Endowments in Difficult Times by Terrance S. Carter appeared in the Greater Toronto Area Leave a Legacy charitable giving supplement "Your Guide to Giving Back," which was included in the Globe and Mail and Good Times magazine.

Leave a Legacy GTA: Your Guide to Giving Back,
Globe & Mail Insert,
Saturday, May 23, 2009
Good Times Magazine Insert, June 2009.

New Not-for-Profit Corporations Act back on track references paper presented by Jane Burke-Robertson at the 2005 National Charity Law Symposium.

Inside Internal Control, Vol. 2, No. 4, May 22, 2009.

Canada Revenue Agency Notes by Karen J. Cooper.

Charitable Thoughts, Vol. 12, No. 5, May 2009.

Managing Endowments During Difficult Financial Times by Terrance S. Carter.

Charitable Thoughts, Vol. 12, No. 5, May 2009.

Directors' Obligations - Avoiding directors' liability in troubled economic times by Karen J. Cooper.

Canadian Fundraising & Philanthropy eNews, Vol. 19, No. 8, April 30, 2009.

Compliance - CRA highlights application process for disbursement quota relief references a contribution in the April 2009 Charity Law Update by Terrance S. Carter.

Canadian Fundraising & Philanthropy eNews, Vol. 19, No. 8, April 30, 2009.

Charities / Not-for-Profit Law: Recent Developments of Importance by Terrance S. Carter and M. Elena Hoffstein.

The Canadian Legal Lexpert Directory 2009. .

Endowment Management by Terrance Carter.

Canadian Fundraising & Philanthropy eNews, Vol. 19, No. 7, April 15, 2009.

In Brief - Canada's charities vulnerable to abuse, says OECD references a contribution in the March 2009 Charity Law Update by Terrance S. Carter and Sean S. Carter.

Canadian Fundraising & Philanthropy eNews, Vol. 19, No. 7, April 15, 2009.

Managing Endowments During Difficult Financial Times by Terrance S. Carter.

CharityVillage.com, April 13, 2009.

Lobbying on Behalf of Charities and Non-Profits by Theresa L.M. Man.

Briefly Speaking, Official Magazine of the Ontario Bar Association, April 2009.

Motorcycle Helmets and Religion: A Case Comment on the Badesha Decision by Terrance S. Carter, assisted by Jeremy I. Tam.

Charitable Thoughts, Vol. 12, No. 4, March 2009.

Canada Revenue Agency Notes by Karen J. Cooper.

Charitable Thoughts, Vol. 12, No. 4, March 2009.

Linex Legal - Canada Legal Highlights included a link to Anti-terrorism and Charity Law Alert No. 16 by Terrance Carter and Nancy E. Claridge, assisted by Sean S. Carter, entitled "Due Process and Anti-Terrorism Initiatives Worldwide - Recent Developments."

Linex Legal - Canada Legal Highlights, March 26, 2009.

Linex Legal - Canada Legal Highlights included a link to Charity Law Bulletin No. 158 by Terrance Carter, assisted by Jeremy I. Tam, entitled "Commentary on the New T3010B Annual Information Return."

Linex Legal - Canada Legal Highlights, March 26, 2009.

Linex Legal - Canada Legal Highlights included a link to Charity Law Bulletin No. 156 by Karen J. Cooper and Terrance S. Carter entitled "Federal Budget 2009: Grants, Contributions and Earmarks, but No New Tax Incentives."

Linex Legal - Canada Legal Highlights , February 17, 2009.

Federal Budget Analysis: Grants, contributions, earmarks, but no new tax incentives by Karen Cooper and Terrance Carter.

Canadian FundRaiser, Vol. 19, No. 3, February 15, 2009.

Employment Law: The ins and outs of wrongful dismissal for charities and nonprofits bby Barry W. Kwasniewski.

Canadian FundRaiser, Vol. 19, No. 3, February 15, 2009.

Access to Justice Network included Carters Professional Corporation's website, www.carters.ca, as a Feature Site.

Access to Justice Network, February 12, 2009.

The ins and outs of wrongful dismissal for charities and nonprofits by Barry W. Kwasniewski.

Village Vibes, Charityvillage.com, Issue 14.06, February 9, 2009.

2009 Federal Budget: No New Tax Incentive for Charitable Giving by Karen J. Cooper and Terrance S. Carter.

Law Times, February 2, 2009.

Linex Legal - Canada Legal Highlights included a link to Charity Law Update January 2009.

Linex Legal - Canada Legal Highlights, February 2, 2009.

Linex Legal - Canada Legal Highlights included a link to Charity Law Bulletin No. 155 by Terrance Carter entitled "Charity Law 2008 - The Year in Review."

Linex Legal - Canada Legal Highlights, February 2, 2009.

Linex Legal - Canada Legal Highlights included a link to Charity Law Bulletin No. 154 by Terrance Carter entitled "CRA Releases Publication Outlining Important Changes for Registered Charities."

Linex Legal - Canada Legal Highlights, February 2, 2009.

Linex Legal - Canada Legal Highlights included a link to Charity Law Bulletin No. 153 by Barry W. Kwasniewski entitled "The Ins and Outs of Wrongful Dismissal for Charities and Non-Profits."

Linex Legal - Canada Legal Highlights, February 2, 2009.

Rights code trumps religious group's non-gay requirement by Terrance Carter and Derek Mix-Ross.

The Lawyers Weekly, Vol. 28 No. 29, November 28, 2008.

2008 Annual Church & Charity Law Seminar Review calls this year's seminar "100% Practical."

Energized Accounting BlogSpot, When to Call a Lawyer, November 2008.

Canadian FundRaiser eNews includes an article about the recently updated legal risk management checklists.

Canadian FundRaiser eNews, Volume 18, No. 21, November 15, 2008.

Not-for-Profit PolicyPro from First Reference Inc. will include the Legal Risk Management Checklist for Not-for-Profit Organizations by Terrance S. Carter and Jacqueline M. Demzcur.

Inside Internal Control, Vol. 1, Iss. 10, November 2008.

Legal Risk Management Checklist for Charities and Not-for-Profit Organizations by Terrance S. Carter and Jacqueline M. Demczur were included in the most recent newsletter published by the International Center for Civil Society Law.

IJCSL Newsletter, Volume 5, Issue 11, November 2008.

Charities Legislation & Commentary, 2009 Edition Now Available

Preview Full Commentary
Butterworths Bookstore

Constitutional Jurisdiction Over Charities by Donald J. Bourgeois.

Charitable Thoughts, Volume 12, No2, October 2008.

Human Rights Regime Change in Ontario: What Charities Should Know by Terrance S. Carter and Pamela Shin.

Charitable Thoughts, Volume 12, No2, , October 2008.

Canada Revenue Agency Notes by Karen J. Cooper.

Charitable Thoughts, Volume 12, No2, October 2008.

Inside Internal Control, a newsletter published by First Reference Inc., references Charity Law Bulletin No. 144 on the new Ontario human rights law and its impact on NPOs entitled "Human Rights Regime Change in Ontario: What Charities Should Know" by Terrance S. Carter and Pamela Shin.

Inside Internal Control, Vol. 1, Iss. 9, October 2008.

Canadian Land Trust Alliance Newsletter includes Charitylaw.ca among its listing of useful websites.

CLTA Newsletter, October 21, 2008.

Financial-bailout rejection by Congress poses new concerns by Mark Pattison includes comments from Terrance Carter concerning the effect of the U.S. market trouble on Canadian churches and charities.

Catholic News Service, October 2, 2008.

2008 Church & Charity Law Seminar: A Continued Tradition of Service provides readers with a review of past seminars and what to expect of this year's seminar.

Evangelical Christian Magazine, October/November 2008.

Bill C-62: changes afoot for federal non-profit corporations by Jane Burke-Robertson.

Bar-Ex News, 26 September 2008, Bar-Ex.com.

First Canadian Non-Profit Added to Terrorism List by Terrance S. Carter and Sean S. Carter.

Bar-Ex News, 16 September 2008, Bar-Ex.com.

Bill C-62: Changes Afoot for Federal Non-Profit Corporations by Jane Burke-Robertson.

Charitable Thoughts, Volume 12, No. 1 , September 2008.

First Canadian Non-Profit Added to Terrorism List by Terrance S. Carter and Sean S. Carter.

Charitable Thoughts, Volume 12, No1, , September 2008.

Should the board hold executive sessions? cited comments from Theresa L.M. Man.

Canadian FundRaiser eNews, Volume 18, No16 , August 31, 2008.

Ottawa Chamber of Voluntary Organizations included a link to Charity Law Bulletin No. 142 by Theresa L.M. Man and Terrance S. Carter entitled "Be Careful What You Ask For: CRA Proposed Policy on Fundraising" in its newsletter to members.

Update from OCVO, August 20, 2008.

Canadian FundRaiser eNews included a link to the July/August 2008 Charity Law Update in reference to the note by Karen J. Cooper concerning the Supreme Court of Canada's decision on CRA's access to donor information.

Canadian Fundraiser, Volume 18, No15, August 15, 2008.

Linex Legal - Canada Legal Highlights iincluded Charity Law Bulletin No. 141 by Jacqueline M. Demczur and Terrance S. Carter entitled "Update on Umbrella Organizations and Title Holding Organizations: Final Version of CRA's Policy Recently Released."

Linex Legal, August 12, 2008.

Inside Internal Control, a newsletter published by First Reference Inc., references Charity Law Bulletin No. 142 on Canada Revenue Agency's proposed fundraising policy entitled "Be Careful What You Ask For: CRA Proposed Policy on Fundraising" by Theresa L.M. Man and Terrance S. Carter.

Inside Internal Control, Vol. 1, Iss. 7, August 2008. .

Heintz v. Christian Horizons: A Case Comment by Terrance S. Carter and Derek B. Mix-Ross.

Christian Legal Journal, Summer 2008.

The Impact of Anti-Terrorism Legislation on Charities in Canada: The Need for Balance by Terrance S. Carter.

International Journal of Civil Society Law, Vol. VI, Iss. III, July 2008.

Inside Internal Control, a newsletter published by First Reference Inc., references a paper on the new Ontario Not-for-Profit Corporations Act entitled "Reform of Not-For-Profit Corporations Legislation in Ontario" presented by Terrance S. Carter at the Law Society of Upper Canada Six-Minute Business Lawyer 2008.

Inside Internal Control, Vol. 1, Iss. 6, July 2008.

Linex Legal - Canada Legal Highlights included Charity Law Bulletin No. 139 by Jane Burke-Robertson entitled "Bill C-62: Changes Afoot for Federal Non-Profit Corporations."

Linex Legal, July 1, 2008.

Revenue agency gets tough with charities by Karen J. Cooper.

Lawyers Weekly, Volume 28, No. 8, June 20, 2008.

Canadian Privacy Legislation Requires Consent: U.S. Anti-Terrorism Legislation Takes Away Consent by U. Shen Goh.

Canadian Privacy Law Review, Volume 5 No. 7, June 2008.

Inside Internal Control, a newsletter published by First Reference Inc., references a paper on the new Not-for-Profit Corporations Act presented by Jane Burke-Robertson at the 2005 National Charity Law Symposium entitled "Life After Bill C-21: How will it affect your organization?"

Inside Internal Control, Vol. 1, Iss. 5, June 2008.

New Rules Affecting Private Foundations by Terrance S. Carter appeared in the Greater Toronto Area Leave a Legacy™ charitable giving supplement "Your Guide to Giving Back," which was included in the Globe and Mail and Good Times magazine.

Leave a Legacy™ GTA: Your Guide to Giving Back,
Globe & Mail Insert, Saturday, May 31, 2008, and
Good Times Magazine Insert, June 2008.

New CRA Guide on Charitable Work and Ethnocultural Groups by Terrance S. Carter, assisted by Derek B. Mix-Ross.

Charitable Thoughts, Volume 11, No. 3, May 2008.

Decision Permits Judicial Interference in Religious Disputes by Terrance S. Carter and Derek B. Mix-Ross.

Christian Legal Journal, Spring 2008.

CRA Imposes New Sanctions by Karen J. Cooper.

Charitable Thoughts, Volume 11, No. 3, May 2008.

Gifts of Land Especially Sensitive, Many Alternative Scenarios reviews the presentation entitled "Gifts of Land - Changing Ground Rules!" made by Karen J. Cooper of Carters with Nora Layard of the Green Legacies Project and Carla Funk of the Land Conservancy of BC at the Canadian Association of Gift Planners Annual Conference, held in Vancouver on April 24, 2008.

Canadian Fundraiser, Volume 18, No. 10, May 31, 2008.

Canadian FundRaiser eNews included a link to the May 2008 Issue of the Charity Law Update.

Canadian FundRaiser, Volume 18 No. 10, May 31, 2008.

Charities / Not-for-Profit Law: Recent Developments of Importance by Terrance S. Carter and M. Elena Hoffstein.

The Canadian Legal Lexpert Directory 2008. .

Feds play tax shelter hardball by Karen J. Cooper.

The Bottom Line, Volume 24 No. 7, June 2008.

Naturalist bequests property to not-for-profit Rideau Waterway Land Trust by Karen J. Cooper and Doug Lewis.

The Ottawa Citizen, Wednesday, May 28, 2008.

Canadian Fundraiser eNews reviews the presentation by Terrance S. Carter on "Special Consideration in Gift Planning for Religious Charities" at the Canadian Association of Gift Planners Annual Conference, held in Vancouver on April 24, 2008, in an article entitled "Religious Charities - In some ways, they're treated differently from others."

Canadian Fundraiser, Volume 18 No. 9, May 15, 2008.

Linex Legal - Canada Legal Highlights reproduced Charity Law Bulletin No. 138 by Terrance S. Carter entitled "CRA Consultation Paper for a Proposed Policy on Fundraising by Registered Charities."

Linex Legal - Canada Legal Highlights, May 14, 2008.

Inside Internal Control, a newsletter published by First Reference Inc., references Charity Law Bulletin No. 138 entitled "CRA Consultation Paper for a Proposed Policy on Fundraising by Registered Charities" by Terrance S. Carter, assisted by Kimberley A. LeBlanc.

Inside Internal Control, Vol. 1, Iss. 4, May 2008.

Canadian Fundraiser eNews included a link to a paper presented by Terrance S. Carter at the University of Iowa Provost's Forum on International Affairs entitled "The Impact of Anti-terrorism Legislation on Charities in Canada: The Need for Balance."

Canadian Fundraiser, Volume 18 No. 8, April 30, 2008.

Karen Cooper interviewed on Friday Market Monitor, AM 580 CFRA in Ottawa, to discuss the Ecological Gifts Program. A podcast of the interview can be accessed online at the link below.

Friday Market Monitor, April 18, 2008.

Budget Enhances Incentives for Charitable Giving by Theresa Man, Terrance Carter and Derek Mix-Ross.

The Lawyers Weekly, Vol. 27 No. 45, April 4, 2008.

Tax Efficient Giving by Theresa L.M. Man.

Sage Investor from CIBC Wood Gundy, Spring 2008: Focus on Giving Back.

Charity Law- Courts also have a say in the way charities operate in Canada by Terrance Carter and M. Elena Hoffstein.

Canadian Fundraiser, Volume 18 No. 5, March 15, 2008.

Federal Budget - Measures with implications for voluntary sector by Theresa L.M. Man and Terrance Carter, assisted by Derek B. Mix-Ross.

Canadian Fundraiser, Volume 18 No. 5, March 15, 2008.

Federal Budget 2008: Highlights for Charities by Theresa L.M. Man and Terrance Carter, assisted by Derek B. Mix-Ross was included in a bulletin published by the Foundation for Rural Living.

FRL Information Bulletin, March 2008.

Charity Law- Initiatives from bodies other than government have impact too by Terrance Carter and M. Elena Hoffstein.

Canadian Fundraiser, Volume 18 No. 4, February 29, 2008.

Charity Begins at Work: Law Firms Give and Get by Doing Good included quotes from Terrance Carter.

Lawyers Weekly, Volume 27 No. 39, February 22, 2008.

CHARITY LAW - Looking back at developments in 2007 affecting nonprofits is the first of three articles that review changes in charity law over the year, by Terrance S. Carter and M. Elena Hoffstein.

Canadian Fundraiser, Volume 18 No. 3, February 15, 2008

Supreme Court Ventures into Religious Disputes by Terrance Carter and Derek Mix-Ross.

Christian Week , Volume 21 No. 22, Feb 1, 2008

Supreme Court of Canada Decision Permits Judicial Interference in Religious Disputes by Terrance Carter and Derek Mix-Ross.

Charitable Thoughts, Volume 11 No. 2, January 2008 .

The Supreme Court should not be an arbiter of religion by Terrance Carter and Derek Mix-Ross.

The Lawyers Weekly, Vol. 27 No. 34, January 18, 2008 .

PUBLIC PERCEPTION: The best way to avoid trouble is to be too good to attract it provides a synopsis of John Pellowe's presentation at the 2007 Annual Church & Charity Law™ Seminar held in the Greater Toronto Area on November 7th.

Canadian Fundraiser, Volume 17 No. 23, December 15, 2007

New rules require foundations to get rid of excess shareholdings by Theresa Man.

The Lawyers Weekly, Vol. 27 No. 29, November 30, 2007 .

Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 126 entitled “Supreme Court of Canada Confirms the Common Law With Respect To Charity and Sports Organizations” by Karen J. Cooper and Terrance S. Carter.

Canadian Fundraiser, Volume 17 No. 21, November 15, 2007
Charities Legislation & Commentary 2008 Edition, co-edited by Maria Elena Hoffstein, Terrance S. Carter, and Adam M. Parachin, which has been endorsed by Imagine Canada, is now available through LexisNexis Butterworths online catalogue.
October 2007
Preface

Supreme Court of Canada Confirms the Common Law With Respect To Charity and Sports Organizations by Karen J. Cooper and Terrance S. Carter.

International Journal of Civil Society Law, Volume V Iss. 4, October 2007.

Telemarketers May Feel Pinch of National Do-Not-Call List by Terrance Carter and Nancy Claridge.

The Lawyers Weekly, Vol. 27 No. 20, September 28, 2007 .

Gifts In Trust: British Columbia Tackles the Challenge of Protecting Designated Gifts by Nancy E. Claridge and Terrance S. Carter, assisted by Derek B. Ross.

Canadian FundRaiser eNews, Vol. 17 No. 16, August 31, 2007.

Guidelines for Applying the New Intermediate Sanctions for Charities by Karen Cooper and Paula Thomas.

Bar-Ex News, 29 August 2007 (log-in required).

Don't Conscript Lawyers to this War by Terrance Carter and Sean Carter.

The Lawyers Weekly, Vol. 27 No. 15, August 24, 2007 .

Donation Tax Shelters Involving Flow-Through Shares by Theresa Man, Karen Cooper and Terrance Carter.

Bar-Ex News, 17 August 2007, Bar-Ex.com (log-in required)

Alta. C.A. Upholds Province's Obligation to Accommodate Religious Beliefs by Terrance Carter and Nancy Claridge.

Bar-Ex News, 17 August 2007 (log-in required)

Charities / Not-for-Profit Law: Recent Developments of Importance by Terrance S. Carter and M. Elena Hoffstein.

The Canadian Legal Lexpert Directory 2007, June 2007

Major Changes to Anti-terrorism Laws Recommended by House of Commons Subcommittee Report by Sean S. Carter and Terrance S. Carter.

Charitable Thoughts, Volume 10 No. 4, June 2007

Building a Legacy with Endowed Gifts by Terrance S. Carter.

Your Guide to Charitable Giving & Estate Planning, Leave a Legacy GTA
National Post insert, May 2007.

Non-Share Capital Corporations Must Interpret By-Laws Fairly, Reasonably and in Good Faith by Terrance S. Carter and Paula J. Thomas.

Charitable Thoughts, Volume 10, No. 3, April 2007

Anti-Terrorism Report: Recognizes draconian legislation's deleterious effect on charities by Sean S. Carter and Terrance S. Carter.

Canadian Fundraiser, Volume 17 No. 7, April 15, 2007

Non-share capital corporations must apply rules as rigorously and fairly as those with shares by Terrance Carter and Paula Thomas.

The Lawyers Weekly, Vol. 26 No. 45 April 6, 2007

Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 110 entitled " Non-Share Capital Corporations Must Interpret By-Laws Fairly, Reasonably and in Good Faith" by Terrance S. Carter and Paula J. Thomas.

Canadian Fundraiser, Volume 17 No. 6, March 31, 2007

Federal Budget will have Major Impact on Charitable Donations by Karen J. Cooper and Terrance S. Carter.

The Lawyers Weekly, Vol. 26 No. 44 March 30, 2007

Charity Law - How court decisions can make a difference to the sector by Terrance S. Carter and M. Elena Hoffstein.

Canadian Fundraiser, Volume 17 No. 5, March 15, 2007

Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 111 entitled "GST/HST on Membership Fees" by Karen J. Cooper.

Canadian Fundraiser, Volume 17 No. 5, March 15, 2007

Charity Law - CRA policies, publications, and other legislative initiatives by Terrance S. Carter and M. Elena Hoffstein.

Canadian Fundraiser, Volume 17 No. 4, February 28, 2007

Canadian Fundraiser eNews included a link to "Corporate Giving: A Tax Perspective" by Theresa L.M. Man.

Canadian Fundraiser, Volume 17 No. 4, February 28, 2007

Charity Law - Looking back at legislative, judicial impacts on charities by Terrance S. Carter and M. Elena Hoffstein.

Canadian Fundraiser, Volume 17 No. 3, February 15, 2007

2006 charity and not-for-profit law developments: the year in review by Terrance S. Carter and M. Elena Hoffstein.

Bar-Ex.com, February 6, 2007
Anti-terrorism law increases burden for charities by Terrance S. Carter & Sean S. Carter.
Law Times Vol. 18 No. 5 February 5, 2007

New anti-terrorist financing law has direct impact for charities by Terrance S. Carter and Sean S. Carter.

Bar-Ex.com, February 2, 2007

Charity law expert warns Catholic Church, other religions to remain vigilant about tax status loss by Deborah Gyapong included comments from Terrance S. Carter of Carters Professional Corporation.

Catholic Online, January 31, 2007
Planned Giving for High Net Worth Clients by Karen J. Copper and Theresa L.M. Man in this semi-annual newsletter of the Canadian Cancer Society.
The Advisor Update, Vol. 3, Iss.1, Winter 2007

Bill C-33 - Proposed Amendments to the Income Tax Act Affecting Charities by Theresa L.M. Man and Terrance S. Carter.

Charitable Thoughts, Vol. 10 No. 2 December 2006

Advancing Religion as a Head of Charity: What Are the Boundaries? by Terrance S. Carter.

The Philanthropist, Volume 20 No. 4, December 2006

New Disbursement Quota Rules Under Bill C-33 by Maria Elena Hoffstein and Theresa L.M. Man.

The Philanthropist, Volume 20 No. 4, December 2006

Canadian Fundraiser eNews included a link to "Canadian's Opinions About Charities" by Terrance S. Carter.

Canadian Fundraiser, Volume 16 No. 23, December 15, 2006

Loss of competitive advantage is not identical to loss of earning capacity by Thelson Desamour.

The Lawyers Weekly, Vol. 26 No. 30 December 8, 2006

Khawaja Does Not Adequately Protect Charities by Terrance S. Carter and Sean S. Carter.

The Lawyers Weekly, Vol. 26 No. 29 December 1, 2006

Canadian Fundraiser eNews included a link to "Donations of Premium Points" by Karen J. Cooper.

Canadian Fundraiser, Volume 16 No. 22, November 30, 2006
Strategies for Charitable Donations: How to give possessions away but still use them by Karen J. Cooper and Theresa L.M. Man.
The Bottom Line, Volume 22 No. 14, November 2006

Endowed Gifts Require Planning by Terrance S. Carter.

Catholic Register, November 5, 2006

Canadian Charities: The Forgotten Victims of Canada's Anti-terrorism Legislation by Terrance S. Carter.

International Journal of Civil Society Law, Volume IV Iss. 4, October 2006.

Operator's Licences & Religious Freedom by Mervyn F. White and Anne-Marie Langan.

Christian Legal Journal, Fall 2006.

Canadian Fundraiser eNews included a link to "Planned Giving for High Net Worth Clients" by Karen J. Cooper and Theresa L.M. Man.

Canadian Fundraiser, Volume 16 No. 19, October 31, 2006
Charities Legislation & Commentary 2007 Edition co-edited by Elena Hoffstein, Terrance S. Carter, and Adam M. Parachin, which has been endorsed by Imagine Canada, is now available through Butterworths online catalogue.
October 2006

Charities and Not-for-Profit Fundraising Handbook, 2nd Edition - Preface and Chapter 1 Now Available. By Donald J. Bourgeois, counsel to Carters Professional Corporation.

Posted October 2006

Branding & Trade Marks Handbook for Charitable and Not-for-Profit Organizations - Introduction and Chapter 1 Now Available. Co-authored by Terrance S. Carter and U. Shen Goh of Carters Professional Corporation.

Posted October 2006

The Legal Context of Nonprofit Management, by Terrance S. Carter and Karen J. Cooper, chapter 5 of The Management of Nonprofit and Charitable Organizations in Canada, is now available to download.

Posted October 2006

Terrance S. Carter Interviewed on CTV NewsNet Regarding the Recent Court Decision Finding the Definition of Terrorist Activities in Contravention of the Charter Terrance Carter appeared live on the CTV NewsNet broadcast in an interview by Marcia MacMillan concerning the recent decision from Ontario's Superior Court of Justice to strike down a portion of the definition of "terrorist activity" in the Criminal Code.

CTV NewsNet, October 25, 2006

Book Review by Charity Village calls Management of Nonprofit and Charitable Organizations in Canada "The new (only?) bible of Canadian nonprofit management." In their review of the book edited by Vic Murray and contributed to by Terrance S. Carter and Karen J. Cooper of Carters Professional Corporation, Charity Village goes on to say that "Nonprofit executives and managers would be remiss not to include it on their list of essential reading."

CharityVillage.com, accessed on October 16, 2006

Premium Points May or May Not Constitute a Gift, Depending on Circumstances refers to comments made by Karen J. Cooper in Charity Law Bulletin No. 99, dated September 21, 2006..

Canadian Fundraiser Vol.16 No.19, October 15, 2006

Report on CRA Technical Issues Committeeby Terrance S. Carter.

Charity Talk, CBA National Charities and Not-for-Profit Law Section Newsletter, October 2006.

Charities Dangerously Seen as Weak Points in War on Terrorism by Terrance S. Carter.

Canadian Fundraiser Vol.16 No.18, September 30, 2006
Canadian Fundraiser eNews included a link to "Donations of Premium Points" by Karen J. Cooper..
Canadian Fundraiser Vol.16 No.18, September 30, 2006

Minister's decision to suspend CAC needs to be reconsidered by Terrance S. Carter.

The Lawyers Weekly, Vol. 26 No. 15 August 25, 2006

Driver's Licence Photo Requirement Found to Violate Freedom of Religion by Anne-Marie Langan, assisted by Derek Ross.

The Lawyers Weekly, Vol. 26 No. 15 August 25, 2006

Unprecedented Anti-Terrorism Due Diligence Standards Emerge for Charities by Terrance S. Carter and Sean S. Carter.

Charitable Thoughts, Volume 10 Issue No. 1 August 2006

Ministers Decision to Suspend CAC Needs to be Reconsidered by Terrance S. Carter.

Charitable Thoughts, Volume 10 Issue No. 1 August 2006
Canada Revenue Agency: Suspension of Charities Advisory Committee Appears Ill-Advised by Terrance S. Carter.
Canadian Fundraiser Vol.16 No.12 June 30, 2006

NEW Branding & Trade Marks Handbook for Charitable and Not-for-Profit Organizations, co-authored by Terrance S. Carter and U. Shen Goh of Carters Professional Corporation, is now available from LexisNexis Butterworths.

June 2006

Director and Officer Liability for Charitable Corporations by Terrance S. Carter.

Checkmark, Spring 2006

The Management of Non-Profit and Charitable Organizations in Canada, with a chapter by Terrance S. Carter and Karen J. Cooper of Carters Professional Corporation, is now available from LexisNexis Butterworths.

Spring 2006

Your Guide to Charitable Giving & Estate Planning An invaluable booklet included in the Globe & Mail as an insert featured articles by Terrance S. Carter of Carters as well as M. Elena Hoffstein of our affiliated firm Fasken Martineau DuMoulin LLP, among others.

Globe & Mail, May 25, 2006
Health Care - Integration has Several Implications for Hospital Funds by Terrance S. Carter.
Canadian Fundraiser Vol.16 No.7 April 15, 2006

Canada Revenue Agency releases Guidelines on Public Benefit Test by Terrance S. Carter and Karen J. Cooper.

The Lawyers Weekly, Vol. 25, No. 45 April 7, 2006

CRA Reversal Means Foundations can Now Incur Debts by Theresa Man.

The Bottom Line, Vol.22 No. 4, April 2006

Proposed Elimination of Tax on Gifts of Public Company Shares by Karen J. Cooper.

Charitable Thoughts, Vol. 9, No. 4, March 2006 (Ontario Bar Association)
Canadian Fundraiser eNews included a link to "Proposed Elimination of Tax on Gifts of Public Company Shares" by Karen J. Cooper.
Canadian Fundraiser Vol.16 No.5 March 15, 2006

Take a close look at valuations by promoters of donation tax shelters by Karen J. Cooper and Terrance S. Carter.

The Lawyers Weekly, Vol. 25, No. 41 March 10, 2006

A Comparison of the Three Categories of Registered Charities by Theresa L.M. Man and Terrance S. Carter.

The Philanthropist, Vol. 20, No. 1 February 2006

New CRA Policy on Umbrella Organizations by Jacqueline M. Connor and Terrance S. Carter.

The Philanthropist, Vol. 20, No. 1 February 2006
Tax Shelters - Case judgement heightens concern about valuations of gifts by Karen Cooper and Terrance Carter.
Canadian Fundraiser Vol. 16 No. 4 February 28, 2006
Canadian Fundraiser eNews included a link to "Beware of Donation Tax Shelter Valuations," by Karen J. Cooper and Terrance S. Carter.
Canadian Fundraiser Vol.16 No.3 February 15,2006

Church Law Bulletin No. 16 Reproduced in The Christian Legal Journal Winter 2006 Issue by Anne-Marie Langan and Terrance S. Carter.

The Christian Legal Journal, Winter 2006

Investment Executive article "Appreciation" gifts lower sum on donation receipt" cites Terrance S. Carter on split-receipting by Stewart Lewis.

Investment Executive, February 2006 Issue

Nonprofit Alert includes a reference to Church Law Bulletin No. 16
The January/February 2006 issue of the Nonprofit Alert, published by Gammon & Grange P.C., a firm that specializes in tax exempt organizations in the U.S. in Washington, D.C., included a note about Church Law Bulletin No. 16 entitled "Knights of Columbus and Religious Charities that Rent Out their Facilities."

Nonprofit Alert, January / February 2006

B.C. Court of Appeal Affirms Lower Court Ruling Upholding the CRA Split-Receipting Guidelines by Terrance S. Carter and Nancy E. Claridge.

Charitable Thoughts, Vol. 9, No. 3, January 2006 (Ontario Bar Association)
Inquiries Still Required When Charities Issue Donation Receipts by Theresa L.M. Man and Terrance S. Carter.
Charitable Thoughts, Vol. 9, No. 3, January 2006 (Ontario Bar Association)

Gift Planning in Canada Reproduces Disbursement Quota Flow Chart from Charity Law Bulletin No. 67
The January 2006 issue of Gift Planning in Canada, published by The Hillborn Group, included the complex disbursement quota flow chart that first appeared in Charity Law Bulletin No. 67 entitled "Disbursement Quota Formula Under Bill C-33 (March 2004 Federal Budget Enabling Legislation).

Request a copy of GPIC from info@hilborn.com.
January 2006

Charity Tax Rules have Evolved by Theresa L.M. Man and Terrance S. Carter.

The Lawyers Weekly Vol.25 No.32, Dec 23, 2005

CRA's New Guidelines Help Umbrella Organizations Qualify as Charities by Jacqueline M. Connor and Terrance S. Carter.

The Lawyers Weekly Vol.25 No.29, Dec 2, 2005

Charitable Giving: Sweeping Amendments are in Place by Theresa Man and Terrance S. Carter.

The Bottom Line, Vol.21 No. 16, December 2005

Guiding the Urge to Give: Organizational Implications by Karen Cooper and Terrance Carter as part of the STEP Study in the Society of Trust and Estate Practitioners Newsletter.

STEP INSIDE, Vol.5 No.1, Fall 2005
Incorporation: Factors to Consider by Don Bourgeois, Counsel to Carter & Associates, in a semi-annual newsletter of the Canadian Cancer Society.
The Advisor, Vol. 4, Iss.1, Fall 2005
Discipline of Church Dissidents by Terrance S. Carter, assisted by Anne-Marie Langan and Nancy E. Claridge.
Christianity.ca, November 9, 2005
International Journal of Civil Society Law
included a link to Charity Law Bulletin No. 78 in its electronic newsletter.
IJCSL Newsletter, Vol. 2 Iss.12, November 2005
Church can punish its members, including politicians by Terrance S. Carter in The Catholic Register, a Toronto-based weekly newspaper distributed across Canada.
The Catholic Register Nov. 3, 2005
Charities Legislation & Commentary 2006 Edition co-edited by Elena Hoffstein, Terrance S. Carter, and Adam M. Parachin, which has been endorsed by Imagine Canada, is now available through Butterworths online catalogue.
Preface
Regulatory Regime - New rules seen as consistent with recommendations of VSI by Karen Cooper.
Canadian Fundraiser Vol. 15 No. 20 Oct. 31, 2005
Time to Act on Fundraising Laws by Terrance S. Carter & Nancy E. Claridge.
Law Times Vol. 16 No. 32 Oct. 24, 2005
Canada’s 2005 National Symposium on Charity Law: An Executive Review by Terrance S. Carter.
International Journal of Civil Society Law, V.3 I.4 October 2005

Amendments Imply Sweeping Changes for Charity by Theresa Man.

The Bottom Line, Vol.21 No. 13, Mid-October 2005
The Age Old Question of the Division of Church & State is in the Spotlight Again by Terrance S. Carter.
Christian Legal Journal Fall 2005

Creating a charitable green gifts program by Karen J. Cooper.

The Lawyers Weekly Vol.25 No.22, Oct 14, 2005
ITA Amendments: Consolidates Proposals from Variety of Sources by Theresa L.M. Man.
Canadian Fundraiser Vol. 15 No. 18 Sep. 30, 2005

Wills, Living Wills - What You Need and Why by Jacqueline M. Connor for the newly launched Canadian version of Lawyers.com in the ‘Legal Topics’ section.

September 2005

New Appeals Regime Intends to be More Accessible and Affordable for Charities by Karen J. Cooper.

The Lawyers Weekly Vol.25 No.17, Sep 9, 2005
Charity Law and Income Tax Changes Covered in a Recent Interview with Theresa Man Theresa Man of Carter & Associates was recently interviewed concerning changes to the Income Tax Act affecting charities enacted by Bill C-33, as well as common pitfalls faced in the operation of charities for an article that appeared in a Toronto daily newspaper.
Ming Pao Daily News, September 6, 2005

How do Charitable Organizations and Foundations Differ under Income Tax? by Theresa L.M. Man and Terrance S. Carter.

The Lawyers Weekly Vol.25 No.16, Sep 2, 2005

Charities in Canada now Have Access to Tax Court by Karen J. Cooper.

The Bottom Line, Vol.21 No. 9, August, 2005

Civil Marriage Act Designed to Protect those Opposed to Same-Sex Marriage by Terrance S. Carter and Anne-Marie Langan.

The Lawyers Weekly Vol.25 No.15, August 26, 2005
International Journal of Civil Society Law Newsletter referenced Charity Law Bulletin No. 73, "A Comparison of the Three Categories of Registered Charities" by Theresa L.M. Man and Terrance S. Carter.
IJCSL Newsletter Vol.2 Issue 9 August 2005
A Comparison of the Three Types of Registered Charities by Theresa L.M. Man and Terrance S. Carter.
Canadian Fundraiser Vol. 15 No. 15 Aug. 15, 2005

New Sanctions and Penalties for Charities by Karen J. Cooper.

The Lawyers Weekly Vol.25 No.12, July 22, 2005

The Canadian Association e-Zine reproduced Charity Law Bulletin No.70, "Privacy Legislation Increasingly Applied to Charitable and Non-Profit Organizations," by U. Shen Goh.

Canadian Association e-Zine, Summer 2005
Canadian Fundraiser eNews included a link to "Proposed Amendments to the Ontario Heritage Act on Charities and Not-for-Profit Organizations," by Terrance S. Carter and Ann Walters.
Canadian Fundraiser Vol.15 No.13 July 15,2005

Terrance S. Carter was quoted in the Globe and Mail, citing tax amendments have come a long way but, the process can still be improved.

Excerpt from Globe and Mail, July 12, 2005

Terrance S. Carter was quoted in the Globe and Mail, concerning charities giving tax advice.

Excerpt from Globe and Mail, July 12, 2005

PIPEDA applies to some charity activities by U. Shen Goh.

The Lawyers Weekly Vol. 25 No. 9 July 1, 2005
Charitable Thoughts recently published "Effect of Inter-Charity Transfers on Disbursement Quota Calculation under Bill C-33" by Theresa L.M. Man and Terrance S. Carter.
Charitable Thoughts Vol. 8 No. 5 May, 2005
Threatening the Balance of the Scales of Justice: Unrepresented Litigants in the Family Courts of Ontario The prize-winning paper from the Queen's University Law School 2004 Paths Less Travelled Conference by Anne-Marie Langan.
Queen's Law Journal, Spring 2005 Volume 30(2)
Christianity.ca included a link to Church Law Bulletin No. 10 in its e-newsletter
Virtual House News, May 12, 2005
Guide to Charitable Giving and Estate Planning from Leave a Legacy in the Globe & Mail. This invaluable booklet was included as an insert in the Globe & Mail, with articles by Terrance S. Carter of Carter & Associates and M. Elena Hoffstein of our affiliated firm Fasken Martineau DuMoulin LLP, among others.
May 5, 2005
Carter & Associates lawyers Jane Burke-Robertson and Terrance S. Carter recognized as leading experts in the area of Charities/Not-for-Profit Law by Lexpert. Terrance S. Carter also co-authored the section summary for the charity practice area with M. Elena Hoffstein of our affiliated firm Fasken Martineau DuMoulin LLP, who was also recognized along with Howard M. Carr and Edgar A. Frechette of Fasken Martineau DuMoulin LLP, totalling five lawyers between the affiliated firms out of 22 charities lawyers recognized across Canada.
The Canadian Legal LEXPERT Directory
Canadian Fundraiser eNews reference Carter & Associates lawyers in relation to the definition of charity and budget provisions.
Canadian Fundraiser Vol. 15 No.8 Apr 30, 2005
Canadian Fundraiser eNews coverage of the Imagine Canada Symposium at which Terrance Carter was a panelist discussing the impact on philanthropy of the Tsunami disaster.
Canadian Fundraiser Vol. 15 No.7 Apr 15, 2005
How does the same-sex marriage Reference affect those opposed? by Terrance S. Carter and Mervyn F. White, assisted by Anne-Marie Langan.
The Lawyers Weekly Vol. 24 No.46 Apr 15, 2005
Income Tax Amendments Affect Charities by Terrance S. Carter and Theresa L.M. Man.
The Lawyers Weekly Vol. 24 No.45 Apr 8, 2005
The Year in Review: 2004 Canadian Charity and Not-for-profit Law Developments Related to Planned Giving, by Terrance S. Carter and Theresa Man.
Planned Giving Pulse , March 2005
Anti-terrorism legislation requires due diligence from tsunami relief agencies by Terrance S. Carter and Sean S. Carter.
The Lawyers Weekly Vol. 24 No.41 Mar 11, 2005
Christian Legal Fellowship included a link to Church Law Bulletin No. 7, " Supreme Court Same Sex Marriage Reference: What Are The Implications For Churches And Religious Officials?” by Terrance S.Carter and Mervyn F. White.
Christian Legal Fellowship, March 10, 2005
CharityVillage.com links to Legal Risk Management Checklists for Charities and Not-for-Profit Organizations by Jacqueline M. Connor and Terrance S. Carter of Carter & Associates.
March 2005
Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 64, "2004 Charity and Not-For-Profit Law Developments: The Year in Review" by Terrance S. Carter and M. Elena Hoffstein.
Canadian Fundraiser Vol. 15 No. 3 February 15, 2005
Recent Changes to the Income Tax Act Affecting Charities in Canada, by Terrance S. Carter and Theresa Man.
International Journal of Civil Society Law, January 2005
Recent Proposed Policies from Canada Revenue Agency (CRA) that Refer to Advancement of Religion, by Jacqueline M. Connor and Terrance S. Carter.
Christian Legal Journal, January 2005
The Canadian Association e-Zine reproduced Charity Law Bulletin No. 60, "New Canada Not-For-Profit Corporations Act and Its Impact on Charitable and Non-profit Corporations" by Jacqueline M. Connor and Terrance S. Carter.
Canadian Association e-Zine January 2005
A review of draft amendments to the Income Tax Act by Theresa L.M. Man and Terrance S. Carter.
The Bottom Line January 2005
Windsor Star and other media cover United Way Distinguished Speaker Luncheon with Terrance S. Carter speaking on "Director & Officer Liability & Beyond."
Windsor Star January 20, 2005
The Philanthropist recently published the second part of “Charities and Compliance with Anti-Terrorism Legislation: A Due Diligence Response by Terrance S. Carter.
The Philanthropist Vol. 19 No. 2, December 2004
ChristianWeek coverage of the 2004 Annual Church & Charity Law Seminar Highlights of the one day seminar were outlined in an article entitled "Churches encouraged to stay on top of legal issues."
ChristianWeek Vol 18, No 19, December 17, 2004
Emerging International Information Collection and Sharing Regimes: The Consequences for Canadian Charities, by Terrance S. Carter and Sean S. Carter.
The International Journal of Not-for-Profit Law, Vol. 7 Issue 1, Nov. 2004
Canadian Fundraiser eNews includes coverage of Mervyn White's presentation at the 2004 Annual Church & Charity Law Seminar on operational risk management. "Risk Management - It's a wild and scary world out there - be on guard"
Canadian Fundraiser Vol. 14 No. 22 Nov. 30, 2004
Canadian FundRaiser eNews includes coverage of Terrance Carter's presentation at a Canadian Fundraiser workshop in September on Director's Liability.  "Director's Liability - Litigation, prosecution - boogeymen with real substance"
Canadian FundRaiser eNews , Vol 14 No 21, Nov 15, 2004
Legal Liabilities in Fundraising: Complying with anti-terrorism legislation is another challenge, by Terrance S. Carter - The tenth in a series of articles providing a practical overview of legal risks associated with charitable fundraising in Canada.
Canadian Fundraiser Vol. 14 No. 20 Oct. 31, 2004
Charitable Thoughts recently published "Charities and the GST / HST – Part I" by Terrance S. Carter assisted by Nancy E. Claridge.
Charitable Thoughts Vol. 8 No. 2 October 2004
Canadian Fundraiser eNews reviews Charity Law Bulletin No. 53 "Cy Pres Granted to Enable Charitable Trust to Meet Disbursement Quota," by Terrance S. Carter and Nancy E. Claridge, in its article entitled “Disbursement Quota - Lesson: make sure trust terms are broad enough to permit change.”
Canadian Fundraiser Vol. 14 No. 20 Oct. 31, 2004
Christian Legal Journal reproduced Church Law Bulletin No. 5, entitled "Supreme Court of Canada Adopts Broad View of Religious Freedom" by Terrance S. Carter.
Christian Legal Journal Fall 2004
Legal Liabilities in Fundraising: Own securities can be source of funds, undertaken correctly, by Terrance S. Carter - The ninth in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian Fundraiser Vol. 14 No. 19 Oct. 15, 2004
Charity Village recently published "Supreme Court of Canada Adopts Broad View of Religious Freedom" by Terrance S. Carter and Nancy E. Claridge as a featured article.
Charity Village Oct. 12, 2004
The Philanthropist recently published “Charities and Compliance with Anti-Terrorism Legislation: The Shadow of the Law” by Terrance S. Carter.
The Philanthropist Vol. 19 No. 1, September 2004
Legal Liabilities in Fundraising VIII: Self-Insured Gift Annuities are Rarely Used - With Reason, by Terrance S. Carter - The eighth in a series of articles providing a practical overview of legal risks associated with charitable fundraising in Canada.
Canadian Fundraiser Vol. 14 No. 18 Sep. 30, 2004
The Lawyers Weekly recently published "Directorate Announces Reforms to Charitable Regs" by Terrance S. Carter and Nancy E. Claridge.
The Lawyers Weekly Vol. 24 No.19 Sep. 24, 2004
The Lawyers Weekly recently published "SCC Decides on Religious Freedom" by Terrance S. Carter and Nancy E. Claridge.
The Lawyers Weekly Vol. 24 No.19 Sep. 24, 2004
Legal Liabilities in Fundraising VII: Gifts of Shares or Interest in Business and Real Property, by Terrance S. Carter - The seventh in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian Fundraiser Vol. 14 No. 17 Sep. 15, 2004
Canadian Fundraiser eNews included a quote from Charity Law Bulletin 51, “Supreme Court of Canada Adopts Broad View of Religious Freedom” by Terrance S. Carter.
Canadian Fundraiser Vol. 14 No. 17 Sep. 15, 2004
Legal Liabilities in Fundraising VI: Sponsorship arrangements can also be fraught with potholes for the unwary, by Terrance S. Carter - The sixth in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian Fundraiser Vol. 14 No. 16 Aug. 31, 2004

Canadian Fundraiser eNews included a reference to Terrance Carter's comments in Charity Law Bulletin No. 49 in an article entitled "Court reaffirms hospital can't collect money promised to it."

Canadian Fundraiser, Vol. 14 No. 15
August 31, 2004
Legal Liabilities in Fundraising V: Avoiding Liability Involving Donor-Restricted Gifts by Terrance S. Carter - The fifth installment in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian Fundraiser, Vol. 14 No. 15
August 15, 2004

Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 49, "Ontario Court of Appeal Affirms Unenforceability of Pledges" by Terrance S. Carter.

Canadian FundRaiser, Vol. 14 No. 15
August 15, 2004
The International Journal of Civil Society Law - a publication of the Catholic University of America, Columbus School of Law - reproduced Charity Law Bulletin No. 46, titled "New Telemarketing Rules will have Onerous Impact on Charities", by Terrance S. Carter.
Volume II Issue 3, July
Legal Liabilities in Fundraising IV: Avoiding Liability Arising from Testamentary Gifts by Terrance S. Carter - The fourth installment in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian FundRaiser, Vol. 14 No. 14 July 31, 2004
Legal Liabilities in Fundraising III: Looking at the Donor's Rights and Remedies, by Terrance S. Carter - The third installment in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian FundRaiser, Vol. 14 No. 13 July 15, 2004
Legal Liabilities in Fundraising II: Fundamental legal considerations involved in fundraising, by Terrance S. Carter - The second installment in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian FundRaiser, Vol. 14 No. 12, June 30, 2004
Law Times Focus on Privacy Law Features an Interview with Mark J. Wong of Carter & Associates on recent Canadian legislation, PIPEDA, and their potential application to Charities and Not-for-Profit Organizations.
Law Times Vol.15 No.20 June 21, 2004   Exerpt
Legal Liabilities in Fundraising I: Risk management needs to be proactive, planned, by Terrance S. Carter - The first installment in a series of articles providing a practical overview of the legal risks associated with charitable fundraising in Canada.
Canadian FundRaiser, Vol. 14 No. 11,June 15, 2004
Christian Week coverage of Bruce Long's presentation at the Law and Church Leadership Seminar in Moncton, NB - Passage of Bill-250 marks uncertain days for churches, by Diane Trail..
Christian Week, Vol 18 Issue 6 June 8, 2004
Charities and Compliance with Anti-Terrorism Legislation in Canada: The Shadow of the Law by Terrance S. Carter.
The International Journal of Not-for-Profit Law Vol. 6 No..3, June 2004

Parliamentary Library of Australia lists Carter & Associates as a key resource in its online reference tools under anti-terrorism law in Canada.

June 2004
Income Tax Act Changes and Charities by Terrance S. Carter and Theresa L.M. Man.
The Lawyers Weekly Apr 9, 2004
Christianity.ca article on Same-sex Marriage includes quotes from Terrance Carter's presentation at the 2004 Annual Church & the Law Seminar™.
April 2004
Corporate Brief, a legalworks publication of CCH reproduced Charity Law Bulletin No. 34 titled "Policy Based Governance - What Works and What Doesn't" by Donald J. Bourgeois.
No. 115, March 2004
CharityVillage.com reproduces Charity Law Bulletin No. 34 titled "Policy Based Governance - What Works and What Doesn't" by Donald J. Bourgeois.
March 2004
Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 35 by Mervyn F. White, Bruce W. Long and Shen Goh calling it "13 due diligence tips to avoid criminal negligence charges under the government's new Bill C-45".
Vol 14 No 5, Mar 16, 2004
Policies permit board to delegate operations, retain control by Donald J. Bourgeois was published in Canadian Fundraiser eNews.
Vol 14 No 5, Mar 16, 2004
Mervyn F. White appeared on Listen Up TV to discuss the issues surrounding Bill C-250 (Hate Propaganda) and religious freedom of speech Thursday March 11, 2004.
Thursday March 11, 2004
Part II of Donor-Restricted Charitable Gifts: A Practical Overview Revisited II by Terrance S. Carter now available (March 2004).
The Philanthropist Vol 18 No. 2 December 2003
Canadian Fundraiser eNews included a link to Charity Law Bulletin No. 35 on "Bill C-45 and its Effect on Criminal Liability and Insurance Coverage for Charities" by Mervyn F. White, Bruce W. Long and Shen Goh.
Canadian Fundraiser eNews, Vol 14 No 4, Feb 15, 2004
Today's Family News included a link to Charity Law Bulletin No. 31 titled "Same Sex Marriage: What Churches and Religious Organizations Can Do In Response" (February 3, 2004).
Today's Family News, Feb 3, 2004
Charity Law Bulletin No. 34 by Donald J. Bourgeois was reproduced in Charitable Thoughts. "Policy Based Governance - What Works and What Doesn’t"
Charitable Thoughts, Vol 7No 3, Feb 2004
Charity Law Bulletin No. 31 by Terrance S. Carter and Esther S. J. Oh was reproduced in Christian Legal Journal (Winter 2004). "Same Sex Marriage: What Churches and Religious Organizations Can Do In Response"
Coverage of the 2003 Annual Church & the Law Seminar in The Lawyers Weekly.
Churches should establish their position on same-sex marriage - pro or con Churches must adapt to changing times - and laws
The Lawyers Weekly, January 30, 2004
Charity Law Bulletin No. 25 by Terrance S. Carter was reproduced in Charitable Thoughts. New CCRA Policy on Political Activities
Charitable Thoughts, Vol 7 No 2, Jan 2004
Impact of the Personal Information Protection and Electronic Documents Act (PIPEDA) on Charitable and Non-Profit Organizations by Mark J. Wong and based on his recent remarks at the Ontario Bar Association meeting of the Charity and Not-for-Profit Law Section recently published.
Charitable Thoughts, Vol 7 No 2, Jan 2004
Charity Law Bulletin No. 28 by Mark J. Wong was reproduced by Association Xpertise Inc. (AXI), consultants to associations and nonprofits, titled "Impact of the Personal Information Protection and Electronic Documents Act (PIPEDA) on Charitable and Non-Profit Organizations".
Canadian Association e-zine, Jan 2004
The Canadian Association E-zine included a link to Charity Law Bulletin No. 33 on the "New CCRA Policy on Gift Certificates" by Terrance S. Carter and Suzanne E. White.
Canadian Association e-zine, Jan 2004
Internet Search Engine Rankings High. A recent survey of search engines found Carter & Associates' site www.charitylaw.ca to be the #1 recommended site in the world on MSN.com, Lycos.com and Dogpile.com for charity law, as well as #1 in the world for charity and not-for-profit law on Google, and Alta Vista.
January 2004
Terrance Carter and Charity Law Bulletin No. 30 on "Tax Shelter Donation Schemes" cited in "In Brief".
Canadian FundRaiser, Vol 13 No 24, Dec 31, 2003
Don Bourgeois cited in article by Jim Hilborn titled "Government proposes to kill 'buy low/donate high' tax shelters".
Canadian FundRaiser, Vol 13 No 23, Dec 15, 2003
Canadian FundRaiser eNews included a link to Charity Law Bulletin No. 28 on the "Impact of the Personal Information Protection and Electronic Documents Act".
Canadian FundRaiser, Vol 13 No 23,Dec 15, 2003
Charity Law Bulletin No. 27 summarized in Canadian FundRaiser article titled "Saskatchewan eases directors' load - will Canada follow suit?" by Jane Burke-Robertson.
Canadian FundRaiser, Vol 13 No 22, Nov 30, 2003
CCRA Adopts New Policy on Charities that Promote Racial Equality by Terrance S. Carter.
The Lawyers Weekly, November 28, 2003
Canadian FundRaiser eNews included links to Charity Law Bulletins 25 and 27 on Saskatchewan non-profit directors relieved of liability and Carter & Associates comment on latest CCRA policy on charity political activism.
Canadian FundRaiser, Vol 13 No 21, Nov 23, 2003
Charity Law Bulletin No. 22 summarized in Charitable Thoughts by Jacqueline M. Connor and Terrance S. Carter.
Charitable Thoughts, Vol. 7, No. 1, October 2003
Law Times Focus on Trusts & Estates Law features advice from Terrance S. Carter of Carter & Associates on the New Definition of 'Gift' by the Canada Customs and Revenue Agency and 'Split Receipting'.
Law Times Vol.14 No.36 October 27, 2003
CharityVillage.com included links to two Carter & Associates resources, "Legal Risk Management Checklist for Not-for-Profit Organizations" and "Legal Risk Management Checklist for Charities" by Terrance S. Carter and Jacqueline M. Connor.
September 15, 2003
Compliance audit can be a useful tool for board and executive by Don Bourgeois.
Canadian FundRaiser, Vol 13 No 17, Sep 15, 2003
Terrance Carter quoted by the British Columbia Law Institute. Terrance Carter’s article titled “Case comment: Christian Brothers decision exposes charitable trust assets to tort creditors”, The Philanthropist (2001) No. 28, was quoted by the British Columbia Law Institute Committee on the Modernization of the Trustee Act in its report on “Creditor Access to the Assets of a Purpose Trust”, which adopted his recommendation for legislative change.
British Columbia Law Institute
Creditor Access to the Assets of a Purpose Trust
Part I of Donor-Restricted Charitable Gifts: A Practical Overview Revisited II by Terrance S. Carter.
The Philanthropist Vol 18 No. 1 September 2003
Mervyn F. White, of Carter & Associates, quoted in LawPro warning “you’d better get your privacy policy in place – this issue is not going away.”
Excerpt from LawPro, Summer 2003
Canadian FundRaiser article on Planned Giving & the Law features advice given by Terrance S. Carter at a presentation to the Canadian Cancer Society in August 2003.
Canadian FundRaiser Enews Vol 13 No 15, August 15, 2003.
Good Governance in Meeting the Duties of Directors of Charities and Not-For-Profits reproduced by Association Xpertise Inc. (AXI), consultants to associations and nonprofits.
Canadian Association e-zine, July 2003
Consulting Editors of Charities Law, 2003/2004 Ed
Charity lawyers Terrance S. Carter from the law firm of Carter and Associates and Maria Elena Hoffstein and Adam M. Parachin from the affiliated law firm of Fasken Martineau DuMoulin LLP are Consulting Editors of Charities Law, 2003/2004 Edition, a one-stop source for researching the key Federal and Ontario statutes applicable to charities. Copies can be obtained through Butterworths at http://www.lexisnexis.ca/bookstore/bookinfo.php?pid=605. Postcard
Donald J. Bourgeois, Counsel to Carter & Associates, is author of "The Law of Charitable and Not-for-Profit Organizations - 3rd Edition". This book provides an overview of the laws governing charitable and not-for-profit organizations. Copies can be obtained through Butterworths at http://www.butterworths.ca/bookstore/bookinfo.php?pid=12
"U.K. anti-terrorism policy has implications for Canadian charities" by Sean S. Carter
and R. Johanna Blom was published in The Lawyers Weekly.
June 20, 2003.
The Lawyers Weekly coverage of Carter & Associates, "Small-town firm has national reputation".
June 13, 2003
Internet Presence High - A recent survey of search engines found Carter & Associates' site www.charitylaw.ca to be the #1 recommended site in the world on Lycos.com for charity law, #2 on MSN.com and # 3 on Google, Yahoo, and Alta Vista. June 18th 2003
CharityVillage.com included a link to Charity Law Bulletin No. 20, entitled "CCRA and Charities: What's New? A Summary of Developments from June 2002 through March 2003" by R. Johanna Blom and Terrance S. Carter.
April 14, 2003
The Canadian Centre for Philanthropy deems Charity Law Bulletin No.20 "a handy summary of important recent developments at Canada Customs and Revenue Agency (CCRA)" in its' newsletter In The Know (Volume 2.7, April 10, 2003).
Ontario Bar Association includes Charity Law Bulletin No 19 in its' newsletter for lawyers
(Charitable Thoughts, Vol. 6 No. 2, March 2003).
Canadian FundRaiser eNews summarizes Charity Law Bulletin
No 19 Vol 13, No 6. March 31, 2003
Latest issue of the Charity Law Bulletin deemed "an excellent overview" of legal liability and charity affiliations according to the Canadian Centre for Philanthropy publication "In the Know". . View the excerpt or get the entire issue at www.ccp.ca.
February 13th, 2003

The Primer for Directors of Not-for-Profit Corporations, with contributions from Carter & Associates lawyers Terrance S. Carter and Jacqueline M. Connor, is now available through Industry Canada's website, strategis.ic.gc.ca [English][French]
Rights and Powers Chapter 4
Risk Protection Chapter 6

Website recognized as one of eight Useful Resources on the Internet in the Ontario Bar Association Newsletter Charitable Thoughts. Terry Carter and www.charitylaw.ca, both from Carter & Associates, are listed as part of a Charity Law Resource Kit
Vol.6, No.1, January 2003.
Investment Executive points out the need for advisors of charities to take into account new rules enabling delegation and includes quotes from Terrance S. Carter.
December, 2002
 
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PARTNERS
Terrance S. Carter, B.A., LL.B.
Jane Burke-Robertson, B.Soc. Sci., LL.B. 
Mervyn F. White, B.A., LL.B.
Karen J. Cooper, LL.B., LL.L., TEP 
Theresa L.M. Man, M.Mus., LL.B., LL.M.
Jacqueline M. Demczur, B.A., LL.B.
Esther S.J. Oh, B.A., LL.B.
-----------------------------------
ASSOCIATES
Jennifer M. Leddy, B.A., LL.B.
Barry W. Kwasniewski, B.B.A., LL.B.
U. Shen Goh, LL.B., LL.M.
Nancy E. Claridge, B.A., M.A., LL.B.
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COUNSEL
Bourgeois, Donald J., B.A., LL.B.  
Long, Bruce W., B.A., LL.B. 
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