 |
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).
|
 |
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

|
 |
Canadas
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

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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 
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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 
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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 
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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

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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

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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
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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 
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Parliamentary Library of Australia
lists Carter & Associates as a key
resource in its online reference tools under anti-terrorism
law in Canada.
June 2004

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Income
Tax Act Changes and Charities by
Terrance S. Carter and Theresa L.M. Man.
The Lawyers Weekly
Apr 9, 2004
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Christianity.ca
article on Same-sex Marriage includes
quotes from Terrance Carter's presentation at the 2004 Annual
Church & the Law Seminar.
April 2004

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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
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CharityVillage.com
reproduces Charity Law Bulletin No. 34
titled "Policy Based Governance - What Works and What Doesn't"
by Donald J. Bourgeois.
March 2004
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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
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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
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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
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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
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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
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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
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Charity
Law Bulletin No. 34 by Donald J. Bourgeois was reproduced
in Charitable Thoughts.
"Policy Based Governance - What Works and What Doesnt"
Charitable Thoughts,
Vol 7No 3, Feb 2004
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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" |
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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CCRA Adopts
New Policy on Charities that Promote Racial Equality
by Terrance S. Carter.
The Lawyers Weekly,
November 28, 2003

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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
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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

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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 
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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

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Compliance
audit can be a useful tool for board and executive by
Don Bourgeois.
Canadian
FundRaiser, Vol 13 No 17, Sep 15, 2003
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Terrance
Carter quoted by the British Columbia Law Institute.
Terrance Carters 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
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Part I
of Donor-Restricted Charitable Gifts: A Practical Overview Revisited
II by Terrance S. Carter.
The Philanthropist
Vol 18 No. 1 September 2003
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Mervyn
F. White, of Carter & Associates, quoted in LawPro
warning youd better
get your privacy policy in place this issue is not going
away.
Excerpt from LawPro,
Summer 2003
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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.
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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 
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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
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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 |
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"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. 
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The
Lawyers Weekly coverage of Carter & Associates,
"Small-town firm has national reputation".
June 13, 2003 
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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 |
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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 
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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). |
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Ontario
Bar Association includes Charity Law Bulletin No 19 in its'
newsletter for lawyers
(Charitable Thoughts, Vol. 6
No. 2, March 2003). 
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Canadian
FundRaiser eNews summarizes Charity Law Bulletin
No 19 Vol 13, No 6. March 31,
2003
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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
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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 
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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.
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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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