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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
- Endowed and Restricted Gifts: What the Gift Planner
Needs to Know
- Summary and Disbursement Quota Rules
- Due Diligence in Avoiding Risks for Directors of Charities
and Not-for-Profits
- Good Governance in Meeting the Duties of Directors
and Not-for-Profits
- The Legal Duites of Directors and Not-for-Profits
Printer friendly version at www.carters.ca/pub/update/charity/may03.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
Carter & Associates and Fasken Martineau Lawyers Consulting
Editors of "Charities Law, 2003/2004 Edition" 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 key Federal and Ontario statutes applicable
to charities. Copies can be obtained through Butterworths at
www.butterworths.ca/book.asp?bookid=550.
[PDF] www.carters.ca/news/2003/newbook.pdf
"Endowed and Restricted Gifts: What the Gift Planner Needs
to Know" by Terrance S. Carter of Carter & Associates
and M. Elena Hoffstein and Edgar A. Frechette of Fasken Martineau
DuMoulin LLP, May 1st, 2003.
[PDF] www.carters.ca/pub/seminar/charity/2003/CAGP0501.pdf
"Summary of Disbursement Quota Rules" by M. Elena
Hoffstein of the affiliated law firm Fasken Martineau DuMoulin
LLP - May 2003.
[PDF] www.carters.ca/pub/article/charity/2003/quota_meh.pdf
In the Press
Ontario Bar Association includes Charity Law Bulletin No 19
in its' newsletter for lawyers (Charitable Thoughts, Vol. 6
No. 2, March 2003).
[PDF] www.carters.ca/pub/article/charity/2003/Cross-Over_Mar03.PDF
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.
Recent Events and Upcoming Events
"The 2003 Annual Church & the Law™ Seminar"
to be held on Wednesday, November 12th, 2003. Held every year
since 1994, The Annual Church & The Law™ Seminar is
designed to provide churches & religious charities with
practical information on current legal issues in order to assist
them in avoiding unnecessary exposure to legal liability. While
the topics presented are directed at churches & religious
charities, they also have general application to non-religious
charities and not-for-profit organizations. More than 560 people
attended the 2002 Church & The Law™ Seminar (www.carters.ca/pub/seminar/chrchlaw/2002/index.html).
Registration details to follow.
[PDF] www.carters.ca/pub/seminar/chrchlaw/2003/notice.pdf
[WEB] www.carters.ca/pub/seminar/chrchlaw/2003/notice.htm
Presentations made by Terrance S. Carter at the Institute of
Chartered Accountants of Ontario Annual Breakfast (May 13th,
2003).
"Due Diligence in Avoiding Risks for Directors of Charities
and Not-for-Profits" by Terrance S. Carter
[PDF] www.carters.ca/pub/seminar/charity/2003/tsc0513a.pdf
[WEB] www.carters.ca/pub/seminar/charity/2003/tsc0513a.htm
[SUMMARY] www.carters.ca/pub/article/charity/2003/Legal%20Duties.pdf
"Good Governance in Meeting the Duties of Directors of
Charities and Not-For-Profits" by Terrance S. Carter and
Theresa L.M. Man.
[PDF] www.carters.ca/pub/seminar/charity/2003/tsc0513b.pdf
[WEB] www.carters.ca/pub/seminar/charity/2003/tsc0513b.htm
[SUMMARY] www.carters.ca/pub/article/charity/2003/Good%20Governance.pdf
"The Legal Duties of Directors of Charities and Not-for-Profits"
by Terrance S. Carter and Jacqueline M. Connor.
[PDF] www.carters.ca/pub/seminar/charity/2003/tsc0513c.pdf
[WEB] www.carters.ca/pub/seminar/charity/2003/tsc0513c.htm
[SUMMARY] www.carters.ca/pub/article/charity/2003/DueDiligenceinAvoidingRisks.pdf
"A Selective Overview of Legal Issues for Corporate Grant
Makers" presented to The Association of Corporate Grantmakers
by Terrance S. Carter (May 27th, 2003).
[PDF] www.carters.ca/pub/seminar/charity/2003/tsc0527.pdf
[WEB] www.carters.ca/pub/seminar/charity/2003/tsc0527.htm
"Endowed and Restricted Gifts: What the Gift Planner Needs
to Know", presented to the Canadian Association of Gift
Planners National Conference in Vancouver (May 1st, 2003) by
M. Elena Hoffstein and Edgar A. Frechette of Fasken Martineau
DuMoulin LLP and Terrance S. Carter of Carter & Associates.
[PDF] http://www.carters.ca/pub/seminar/charity/2003/CAGP0501.pdf
"Anti-Terrorism Legislation in Canada" to be presented
by Terrance S. Carter at the SUMMER LAW INSTITUTE on Wednesday,
August 27, 2003. A program of the Ontario Justice Education
Network, this series is for High School Teachers only and is
being held at Osgoode Hall, 130 Queen St. W. in Toronto.
Acknowledgements, Errata and Other Miscellaneous Items
If the above links do not work from your mail program, simply
copy the link text and paste it into the address field of your
internet browser.
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For more information, please refer to our Privacy Policy at
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in both printer friendly [PDF] and web browser friendly [WEB]
formats. To view and print PDFs, you must have Adobe's Free
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link to install it now, www.adobe.com/products/acrobat/readstep.html
If you have trouble opening a PDF file and have downloaded and
installed the Acrobat Reader, try saving the file to your computer
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Disclaimer: Web site materials and all Legal Updates
are distributed with the understanding that they do not constitute
legal advice or establish the solicitor/client relationship
by way of any information contained therein. The contents are
intended for general information purposes only and under no
circumstances can be relied upon for legal decision making without
first consulting with a lawyer and obtaining a written opinion
concerning the specifics of your particular situation. The views
expressed by the contributors to the Various Legal Updates are
those of the contributors and do not necessarily reflect the
views of Carter & Associates.
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