CHARITY LAW UPDATE

February 2003
Editor: Terrance S. Carter

Please find below a listing of materials that were made available on our websites at www.charitylaw.ca, www.carters.ca and www.antiterrorismlaw.ca during the month of January, 2004. Click on these links to go to one of our sites or on the links below to go straight to an item of interest to you. Materials are often provided in both web and PDF formats, see the note below on viewing PDFs. Please feel free to forward this email to anyone (internal or external to your organization) who might be interested.

Highlights

  •  Cross-Over Liabilty: Principles from the Residential Schools Cases
  •  Legal Risk Management Checklist for Charities & Not-for-Profits (Newly Revised)
  •  Primer for Directors of Not-for-Profit Corporations
  •  Key Legal Responsibilities of Charities in Planned Giving
Printer friendly version at www.carters.ca/pub/update/charity/feb03.pdf

Get on Our Mailing List: To automatically receive the free monthly Charity Law Update, send an email to info@carters.ca with "Subscribe" in the subject line. Please feel free to forward this Update to anyone (internal or external to your organization) who may be interested in being put on our monthly mailing list.


New Publications

"Cross-Over Liability: Principles From The Residential Schools Cases", Charity Law Bulletin No. 19 by Esther S.J. Oh, January 31st, 2003.
     [PDF] www.carters.ca/pub/bulletin/charity/2003/chylb19.pdf
     [WEB] www.carters.ca/pub/bulletin/charity/2003/chylb19.htm

Newly Revised "Legal Risk Management Checklist for Charities & Not-for-Profits" provides a brief outline of some of the more important issues that directors and/or executive directors of a charity may need to consider in ensuring due diligence, February 2003.
     [PDF] www.carters.ca/pub/checklst/feb03charlist.pdf

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] http://strategis.ic.gc.ca/epic/internet/incilp-pdci.nsf/vwGeneratedInterE/h_cl00688e.html
[French] http://strategis.ic.gc.ca/epic/internet/incilp-pdci.nsf/vwGeneratedInterF/h_cl00688f.html

     "Rights and Powers", Chapter 4, by Terrance S. Carter & Jacqueline M. Connor
     [PDF] www.carters.ca/pub/article/charity/2002/dirprimch4.pdf

     "Risk Protection", Chapter 6, by Terrance S. Carter
     [PDF] www.carters.ca/pub/article/charity/2002/dirprimch6.pdf


In the Press

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", February 13th, 2003. View the excerpt or get the entire issue at www.ccp.ca.
     [Excerpt] www.carters.ca/news/2003/ccp/13feb03.htm


Recent Events and Upcoming Events

Carter & Associates is pleased to sponsor "Voices" with Carol Ann Cole speaking on what we can do to work towards equality and musical performances by Leslie Arden along with the Orangeville Chorus of Sweet Adelines in Celebration of International Women's Day and in support of Family Transition Place, on Tuesday, March 4th, 2003.
     [PDF] www.carters.ca//news/2003/local/VOICES20-20Mar2042003.pdf

Presentations from Terrance S. Carter at the Charitable and Nonprofit Primer presented by Pro Bono Law Ontario & Charitable Organization Representation Project (CORPO) on February 28th, 2003.

     "Advising the Charitable Client"
     [PDF] www.carters.ca/pub/seminar/charity/2003/tsc0228a.pdf
     [WEB] www.carters.ca/pub/seminar/charity/2003/tsc0228a.htm

     "Lawyers’ Due Diligence (Legal Risk Management Checklist)"
     [PDF] www.carters.ca/pub/seminar/charity/2003/tsc0228b.pdf
     [WEB] www.carters.ca/pub/seminar/charity/2003/tsc0228b.htm

"Key Legal Responsibilities of Charities in Planned Giving" presented By Terrance S. Carter for the CANADIAN CANCER SOCIETY, February 13th, 2003.
     [PDF] www.carters.ca/pub/seminar/charity/2003/tsc0213.pdf
     [WEB] www.carters.ca/pub/seminar/charity/2003/TSC0213.htm


Acknowledgements, Errata and Other Miscellaneous Items

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DISCLAIMER: This is a summary of current legal issues provided as an information service by Carter & Associates. It is current only as of the date of publication and does not reflect subsequent changes in the law. The Charity Law Update is distributed with the understanding that it does not constitute legal advice or establish the solicitor/client relationship by way of any information contained herein. The contents are intended for general information purposes only and under no circumstances can be relied upon for legal decision-making. Readers are advised to consult with a qualified lawyer and obtain a written opinion concerning the specifics of their particular situation.
© 2004 Carter & Associates