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Events & Presentations
Spring 2017 - Carters Charity & NFP Webinar Series
The first of a Series of Eight Webinars was held on April 20, 2017 with a session by Esther Shainblum entitled "Implications of the Patients First Act in Ontario".
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The Ottawa Region Charity & Not-for-Profit Law Seminar
was held on February 16, 2017. The Ottawa Region Charity & Not-for-Profit Law Seminar is designed to assist charities and not-for-profits in understanding developing trends in the law in order to reduce unnecessary exposure to legal liability.
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2016 Church & Charity Law Seminar
was held on November 10, 2016. The Church & Charity Law Seminar is designed to assist churches and charities in understanding developing trends in the law in order to reduce unnecessary exposure to legal liability.
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Healthcare Philanthropy: Check-Up 2016
was co-hosted by Carters and Fasken Martineau on June 23, 2016 with a two part session entitled "When is a Gift Not a Gift?" and "What to Do When Gifts Go Bad" presented by Theresa L.M. Man and Terrance S. Carter
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Carters Webinar Series - Spring 2016
The Fourth in a Series of Four Webinars was held on June 8, 2016 with a session by Linsey E.C. Rains entitled "The ABC's of GST/HST for Charities & NPOs".
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2016 National Charity Law Symposium
was held on May 27, 2016 with a session by Theresa L.M. Man entitled "Accounting for and Allocating Costs Legal Perspective".
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Carters Webinar Series - Spring 2016
The Third in a Series of Four Webinars was held on May 18, 2016 with a session by Barry W. Kwasniewski entitled "Human Rights Challenges in the Workplace".
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Carters Webinar Series - Spring 2016
The Second in a Series of Four Webinars was held on May 4, 2016 with a session by Sepal Bonni entitled "Going Social: Using Social Media to Accomplish Your Mission".
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Carters Webinar Series - Spring 2016
The first of a Series of Four Webinars was held on April 21, 2016 with a session by Terrance S. Carter entitled "Going into Business? The Social Enterprise Spectrum for Charities".
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The Ottawa Region Charity & Not-for-Profit Law Seminar
was held on February 11, 2016. The Ottawa Region Charity & Not-for-Profit Law Seminar is designed to assist charities and not-for-profits in understanding developing trends in the law in order to reduce unnecessary exposure to legal liability.
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Ontario Bar Association's Institute 2016 "Critical Issues for Investment by Charities"
was held on February 5, 2016 with a session by Terrance S. Carter entitled "Critical Issues for Investment by Charities".
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13th Foundation, Endowment & Not-for-Profit Investment Summit "Avoiding Pitfalls in Drafting Gift Agreements"
was held on January 20, 2016 with a session by Terrance S. Carter entitled "Avoiding Pitfalls in Drafting Gift Agreements".
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Imagine Canada's "Board Meetings 101: Getting it Down Right and Keeping it There"
was held on December 10, 2015 with Ryan M. Prendergast entitled "Board Meetings 101: Getting it Down Right and Keeping it There" webinar.
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Imagine Canada's "Board Meetings 101: Avoiding Members' Machinations"
was held on November 26, 2015 with Jacqueline M. Demczur entitled "Board Meetings 101: Avoiding Members' Machinations" webinar.
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22nd Annual Church & Charity Law Seminar
was held on November 12, 2015. The Church & Charity Law Seminar is designed to assist churches and charities in understanding developing trends in the law in order to reduce unnecessary exposure to legal liability.
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Imagine Canada's "Board Meetings 101: Avoiding Directors' Tribulations"
was held on October 29, 2015 with Theresa L.M. Man entitled "Board Meetings 101: Avoiding Directors' Tribulations" webinar.
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Imagine Canada's "Getting Ready 101: Considerations Before Calling a Board or Members' Meeting"
was held on October 1, 2015 with Terrance S. Carter entitled "Getting Ready 101: Considerations Before Calling a Board or Members' Meeting" webinar.
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BDO & RBC's "Hot Topics: A Not-For-Profit Key Message Update"
was held on October 21, 2015 with Terrance S. Carter entitled "Hot Topics: A Not-For-Profit Key Message Update".
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CLF National Conference's "2015 Essential Charity Law Update"
was held on September 25, 2015 with Terrance S. Carter entitled "2015 Essential Charity Law Update".
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Avoiding Board Meeting Nightmares
was presented by Theresa L.M. Man and Terrance S. Carter at the CSAE Summer Summit on Thursday, July 9, 2015.
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CCIC's The Three Hot Legal Issues for Charities Operating Abroad
was held on May 13, 2015 with Terrance S. Carter entitled "The Three Hot Legal Issues for Charities Operating Abroad".
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Imagine Canada's Holding Board Meetings 101
was held on April 16, 2015 with Theresa L.M. Man entitled "Holding Board Meetings 101"
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Imagine Canada's Tips and Traps of the T3010 Webinar
was held on March 26, 2015 with Jacqueline M. Demczur entitled "Tips and Traps of the T3010"
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Imagine Canada's Preparing for and Surviving a CRA Audit Webinar
was held on February 26, 2015 with Terrance S. Carter entitled "Preparing for and Surviving a CRA Audit"
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2015 Ottawa Region Charity & NPOs Law Seminar
was held on February 12, 2015. The 2015 Ottawa Region Charity & Not-for-Profit Law Seminar is designed to assist charities and not-for-profit organizations in understanding developing trends in the law in order to reduce unnecessary exposure to legal liability.
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Imagine Canada's Legal Issues in Managing Endowment Funds Webinar
was held on November 25, 2014 with Terrance S. Carter entitled "Legal Issues in Managing Endowment Funds"
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Understanding the Different Roles of Not-For-Profit Boards and CEOs / Executive Directors
was held on October 30, 2014 at Credit Valley Golf/Country Club.
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Imagine Canada's Free Charity Tax Tools Webinar
was held on September 23, 2014 and presented by Terrance S. Carter entitled "Political Activities by Charities: If you do it, do it smart!"
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Healthcare Philanthropy: Check-Up 2014
co-presented by Carters and Fasken Martineau for the 10th anniversary on June 13, 2014, included a presentation by Terrance S. Carter entitled "Legal Issues in Managing Endowment Funds." PDF HANDOUT
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Healthcare Philanthropy: Check-Up 2014
co-presented by Carters and Fasken Martineau for the 10th anniversary on June 13, 2014, included a presentation by Ryan M. Prendergast entitled "Anti-Spam and Healthcare Philanthropy: Practical Guidance for Compliance." PDF HANDOUT
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Across The Country In 90 Minutes
The Canadian Bar Association's National Wills, Estates and Trusts Section's inaugural 3-part webinar academy will include Terrance S. Carter presenting "Essential Charity Law Update" during Session III of the series on June 3, 2014. PDF HANDOUT
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Distress Centres Ontario
hosted a webinar by Ryan M. Prendergast on April 29, 2014, entitled "Navigating Canada's New Anti-Spam Laws for Charities and Non-Profit Organizations." PDF HANDOUT
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Orchestras Canada
hosted a webinar by Ryan M. Prendergast on April 23, 2014, on Preparing for Canada's Anti-Spam Legislation.
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CAGP (Canadian Association of Gift Planners) - ACPDP Annual National Conference
held from April 9-11, 2014, in Vancouver, British Columbia, featured a presentation by Terrance S. Carter entitled "Issues Arising from Management of Endowment Funds." PDF HANDOUT
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CAGP (Canadian Association of Gift Planners) - ACPDP Annual National Conference
held from April 9-11, 2014, in Vancouver, British Columbia, featured a presentation by Karen J. Cooper entitled "There are Many Gifts in Kind in the Sea." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
held on March 25, 2014, was a presentation by Barry W. Kwasniewski entitled "The Do's and Don'ts of Employee Acquisition and Termination for Charities and Non-Profit Organizations." PDF HANDOUT
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Halton Nonprofit Network
hosted an event on February 26, 2014 featuring a presentation by Terrance S. Carter entitled "Directors and Officers Liability: The Essentials and Beyond for Charities and Not-for-Profits." PDF HANDOUT
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Imagine Canada's FREE Charity Tax Tools Webinar
held on February 25, 2014 was a presentation by Ryan M. Prendergast entitled "Navigating Canada's New Anti-Spam Laws for Charities and Non-Profit Organizations." PDF HANDOUT
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The Ottawa Region Charity & Not-for-Profit Law Seminar
was held at the Centurion Conference Centre in Ottawa on Thursday, February 13, 2014. Materials are now available.
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The OBA Institute - The Latest Developments in Charity & Not-For-Profit Law
held on February 7, 2014, included a presentation from Karen J. Cooper entitled "NPOs Making Money ... and Other Compliance Issues." PDF HANDOUT
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CSAE Trillium Chapter 4th Annual Winter Summit
held on January 30, 2014, included a presentation by Terrance S. Carter and Ryan M. Prendergast entitled "Complying with Canada's Anti-Spam Legislation: Legal Updates for Associations." PDF HANDOUT
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CSAE Trillium Chapter 4th Annual Winter Summit
held on January 30, 2014, included a presentation by Theresa L.M. Man and Terrance S. Carter entitled "Legal Update on Maintaining NPO Status." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
held on January 28, 2014 featured a presentation by Terrance S. Carter entitled "Drafting Issues for Restricted Gift Agreements Including Endowments."
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Redeemer University
had Terrance S. Carter as a guest lecturer during their Not-for-Profit Management course on January 9, 2014, with his session entitled "Legal Context of the Not-for-Profit Sector." PDF HANDOUT
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Mohawk College Foundation - Charity Law Seminar
held on December 17, 2013 featured a session presented by Terrance S. Carter entitled "Getting Ready for the ONCA: A Step-by-Step Guide." PDF HANDOUT
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Mohawk College Foundation - Charity Law Seminar
held on December 17, 2013 featured a session presented by Terrance S. Carter entitled "The Basics of Charitable Donations Including the First-Time Donors Super Credit." PDF HANDOUT
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Mohawk College Foundation - Charity Law Seminar
held on December 17, 2013 featured a session presented by Terrance S. Carter entitled "2013 Essential Charity Law Update." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
held on December 10, 2013, was a presentation by Theresa L.M. Man entitled "Getting Ready for ONCA: A Step-by-Step Guide." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
held on December 3, 2013, featured a presentation by Karen J. Cooper entitled "The Basics of Charitable Donations including the First-Time Donor's Super Credit." PDF HANDOUT
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Institute of Corporate Directors (ICD) Conference
held on November 28, 2013 included a presentation by Terrance S. Carter entitled "Navigating Changes for Not-For-Profit Organizations - Are You Ready?" PDF HANDOUT
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20th Annual Church & Charity Law Seminar
Presentation materials are now available.
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AFP Congress
held on November 18, 2013, included a presentation by Terrance S. Carter with M. Elena Hoffstein entitled "Drafting Issues for Designated Gifts." PDF HANDOUT
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16th Annual Estates and Trusts Summit
hosted by the Law Society of Upper Canada (LSUC) included a presentation by Terrance S. Carter entitled "Essential Charity Law Update." PDF HANDOUT Paper
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Ukrainian Canadian Congress
held on November 9, 2013, included a presentation by Theresa L.M. Man entitled "Essential Charity Law Update." PDF HANDOUT
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"Listed entities", the Anti-Terrorism Act and Implications for Canadian NGOs
a full day discussion and learning forum held in Ottawa, Ontario, on November 6, 2013, included Sean S. Carter in a panel on the Act and legal implications.
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2013 Public Sector and Not-for-Profit Financial Reporting Conference
hosted by Chartered Professional Accountants of Canada in Ottawa, Ontario, included Terrance S. Carter in a panel discussion October 24, 2013, on "Endowments: Understanding the Definition and the Accounting Issues." PDF HANDOUT
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OACAO (Older Adult Centres' Association of Ontario) Conference 2013
included a presentation by Theresa L.M. Man on October 21, 2013, entitled "Getting Ready for the ONCA: A Step By Step Guide" PDF HANDOUT
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Half-Day Workshop on Transitioning to the Ontario Not-for-Profit Corporations Act
hosted by Carters Professional Corporation in Ottawa, Ontario, on Friday, October 4th, 2013. PDF HANDOUT
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Half-Day Workshop on Transitioning to the Ontario Not-for-Profit Corporations Act
hosted by Carters Professional Corporation in Toronto, Ontario, on Wednesday, October 2nd, 2013. PDF HANDOUT
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York Region Community Investment 2013 Professional Development Curriculum
included a presentation by Theresa L.M. Man and Terrance S. Carter entitled "How to Get Ready for the Ontario Not-for-Profit Corporations Act, 2010" on June 21, 2013. PDF HANDOUT
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Canadian Baptists of Ontario and Quebec Assembly 2013
held in Etobicoke, Ontario, included a presentation by Terrance S. Carter entitled "The In's and Out's of the CNCA and the ONCA for Churches" on June 15, 2013. PDF HANDOUT
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Healthcare Philanthropy: Check-Up 2013
hosted by Fasken Martineau and Carters on June 11, 2013, included a presentation by Theresa L.M. Man entitled "Thorny Issues Arising from the ONCA/CNCA." PDF HANDOUT
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Healthcare Philanthropy: Check-Up 2013
hosted by Fasken Martineau and Carters on June 11, 2013, included a presentation by Terrance S. Carter entitled "Considerations in Drafting and Managing Restricted Gifts." PDF HANDOUT
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NonProfit Centers Steering Committee
held in Denver, Colorado, included a presentation by Theresa L.M. Man entitled "Canada Rules: Legal Structures, Taxation, and Financing" on June 4, 2013. PDF HANDOUT
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Ontario Hospital Association's Workshop for Foundation Boards
included a presentation by Terrance S. Carter and Malcolm Burrows entitled "Financial Accountability and Internal Controls" on May 27, 2013. PDF HANDOUT
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National Charity Law Symposium
hosted by the Canadian and Ontario Bar Associations in Toronto, Ontario, on May 10, 2013, included a presentation by Theresa L.M. Man on "An Overview of CRA's Community Economic Development Guidance, Including Program Related Investments." PDF HANDOUT Paper
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Imagine Canada's Charity Tax Tools Webinar
was a presentation by Theresa L.M. Man on May 7, 2013, entitled "Working With the CNCA - Tough Questions."
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Institute of Corporate Directors (ICD) - Southwestern Ontario Chapter
included Terrance S. Carter on a panel discussing "The Changing Landscape for Not-for-Profit in Canada" in Kitchener, Ontario, on April 25, 2013. PDF HANDOUT
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Institute of Corporate Directors (ICD) - Southwestern Ontario Chapter
included Terrance S. Carter on a panel discussing "The Changing Landscape for Not-for-Profit in Canada" in London, Ontario, on April 23, 2013. PDF HANDOUT
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Canadian Association of Gift Planners (CAGP) 2013 National Conference
held in the National Capital Region included a presentation entitled "Drafting Issues for Donor Restricted Gifts" by Terrance S. Carter on April 18, 2013. PDF HANDOUT
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Canadian Association of Gift Planners (CAGP) 2013 National Conference
held in the National Capital Region included a presentation entitled "Practical Implications of CRA New Governance Rules: Top Ten CRA Compliance Issues Gift Planners Need to Know" by Karen Cooper and Theresa Man on April 18, 2013. PDF HANDOUT
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Institute of Corporate Directors - Peel Region
hosted an afternoon session on Legislative Changes Facing the NFP World in Mississauga, Ontario, that included a presentation by Terrance S. Carter entitled "Reacting to Change: NFP Boards and New Corporate Legislation" on April 9, 2013. PDF HANDOUT
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Ontario Bar Association Health Law Section CLE
on Not-For-Profit and Charitable Organizations in the Health Sector: Evolving Governance & Compliance Issues held in Toronto, Ontario, on April 8, 2013, included a presentation by Theresa L.M. Man on "Working With The CNCA: Incorporation and Continuance." PDF HANDOUT Paper
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Canadian Society of Association Executives - Trillium Chapter (CSAE)
hosted a morning workshop presented by Theresa L.M. Man and Terrance S. Carter entitled "The New Ontario Not-for-Profit Corporations Act, 2010" on April 3, 2013. PDF HANDOUT
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2013 FEO Conference (Festivals & Events Ontario)
included a presentation by Terrance S. Carter entitled "Not-for-Profit Law Potpourri - Key Issues to Consider" on March 1, 2013. PDF HANDOUT
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The Third Annual CSAE Trillium Chapter Winter Summit
included a presentation by Theresa L. Man on February 8, 2013, entitled "The New Ontario Not-for-Profit Corporations Act (ONCA) and Why You Need to Get Ready Now." PDF HANDOUT
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The Third Annual CSAE Trillium Chapter Winter Summit
on February 8, 2013, included a presentation by Terrance S. Carter entitled "Digging for Dirt - Accessing Corporate Records." PDF HANDOUT
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2013 Ottawa Region Charity and Not-For-Profit Law Seminar
Thursday, February 7, 2013, Ottawa Region Presentation materials are now available.
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Imagine Canada's Charity Tax Tools Webinar
was a presentation by Terrance Carter on December 4, 2012, entitled "An Extended Overview of Directors and Officers Duties and Liabilities."
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Institute of Corporate Directors - Breakfast Seminar
on November 28, 2012, included Terrance S. Carter participating in a panel discussion entitled "Reacting to Change: NFP Boards and New Corporate Legislation." PDF HANDOUT
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World Vision Canada - Law Day 2012
included a presentation by Terrance S. Carter entitled "Essential Charity Law Update" on November 27, 2012. PDF HANDOUT
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19th Annual Church & Charity Law Seminar
Presentation materials are now available.
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An Ontario Bar Association Professional Development Program
held in Toronto on November 13, 2012, included a panel discussion with Terrance S. Carter and M. Elena Hoffstein of Fasken Martineau DuMoulin LLP on Practical Issues Arising from the CRA Guidance on Fundraising. PDF HANDOUT
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Canadian Society of Association Executives (CSAE) National Conference & Showcase
on November 3, 2012, included a presentation by Karen J. Cooper entitled "Update and Maintaining Your NPO Status." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
was a presentation by Theresa L.M. Man on October 31, 2012, entitled "CNCA: Continuance and More." PDF HANDOUT
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Canadian Construction Association (CCA) Conference
held in Montreal on October 25, 2012, included a presentation by Karen J. Cooper entitled "Tax Policy Issues and Not-for-Profits: What Your Association Needs to Know." PDF HANDOUT
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OACAO Annual Conference 2012 (Older Adults Centre's Association of Ontario)
on October 23, 2012, included a presentation by Terrance S. Carter entitled "The In's and Out's of the Canada Not-for-Profit Corporations Act (CNCA) and the Ontario Not-for-Profit Corporations Act (ONCA)." PDF HANDOUT
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Ontario Land Trust Alliance (OLTA)
seminar on October 19, 2012, included the following presentation by Karen J. Cooper: "Demystifying Tax Changes for Land Trusts." PDF HANDOUT
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Ontario Land Trust Alliance (OLTA)
seminar on October 19, 2012, included the following presentation by Karen J. Cooper: "Update on Continuing Under the Canada and Ontario Not-for-Profit Corporation Acts." PDF HANDOUT
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Kenora Rainy River DVCCC Community Capacity Training 2012
on October 18, 2012, included the following presentation by Ryan M. Prendergast: "Ontario Not-For-Profit Corporations Act, 2010." PDF HANDOUT
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Kenora Rainy River DVCCC Community Capacity Training 2012
on October 18, 2012, included the following presentation by Ryan M. Prendergast: "Legal Duties and Liabilities of Directors and Officers of Charities and Not-for-Profits and Risk Management." PDF HANDOUT
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Pillar Nonprofit Network "Foundation Investment Forum: Philosophy, Process and People"
included a presentation by Theresa L.M. Man on October 16, 2012, entitled "Emerging Issues for Foundation Directors." PDF HANDOUT
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Joint Estate Planning Seminar
included a presentation by Karen J. Cooper on October 12, 2012, entitled "Crafting Your Will to Secure Your Family and Charity." PDF HANDOUT
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CIBC Wood Gundy National Business Conference
included a presentation by Theresa L. Man on October 11, 2012, entitled "The Use of Private Foundations for Planned Giving." PDF HANDOUT
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Association of Treasurers of Religious Institutes 25th Anniversary
included a presentation by Karen J. Cooper on September 30, 2012, entitled "Essential Charity Law Update." PDF HANDOUT
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Canadian Council of Christian Charities (CCCC) Conference 2012
included a presentation by Terrance S. Carter with Barry Bussey entitled "Mission Drift and Corporate Objects" on September 25, 2012. PDF HANDOUT
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Canadian Council of Christian Charities (CCCC) Conference 2012
included a presentation by Terrance S. Carter entitled "Foreign Activities: How to Get Ready for a CRA Audit" on September 25, 2012. PDF HANDOUT
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Government Relations Institute of Canada Seminar: Non-Profit Organizations and Advocacy
held at the University of Toronto on September 19, 2012, included a presentation by Terrance S. Carter entitled "New Rules for Charities Engaged in Advocacy." PDF HANDOUT
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2012 Christian Legal Institute
hosted by the Christian Legal Fellowship in London, Ontario, included a presentation by Terrance S. Carter, entitled "Current Legal Issues in Charity Law" on August 23, 2012. PDF HANDOUT
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The Canadian Legal Conference
This annual program of the Canadian Bar Association held in Vancouver, British Columbia, included Theresa Man as a speaker on the topic of "Charities and Social Enterprise: Related Business" on August 13, 2012. PDF HANDOUT
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Canadian Society of Association Executives (CSAE) 7th Annual Summer Summit
included a presentation by Terrance Carter and Theresa Man entitled "Qualified to be a Director? Considerations in Becoming and Remaining a Director" on July 12, 2012. PDF HANDOUT
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Canadian Society of Association Executives (CSAE) 7th Annual Summer Summit
included a presentation by Terrance Carter and Theresa Man entitled "Essential Legal Update for Not-for-Profit and Charitable Organizations: What You Need to Know" on July 12, 2012. PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
on June 19, 2012, presented by Terrance S. Carter was on "The Impact of the 2012 Federal Budget on Political Activities by Charities."
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STEP Canada's 14th National Conference
held in Toronto included a presentation by Karen J. Cooper entitled "Corporate and Tax Update" in the Charity and Not-for-Profit Update Workshop on June 11, 2012. PDF HANDOUT
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The Law Society of Upper Canada's Six-Minute Business Lawyer
held in Toronto, Ontario, on June 7, 2012, included a presentation by Terrance Carter entitled "What's New in the Governance of Not-for-Profit Corporations? (CNCA/ONCA)." PDF HANDOUT Paper
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Carters/Fasken Martineau Healthcare Philanthropy: Check-Up 2012
was a free seminar held at the Toronto office of Fasken Martineau DuMoulin LLP on May 16, 2012, and included a presentation by Theresa L.M. Man entitled "The Ontario Not-for-Profit Corporations Act (ONCA) and You." PDF HANDOUT
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Carters/Fasken Martineau Healthcare Philanthropy: Check-Up 2012
was a free seminar held at the Toronto office of Fasken Martineau DuMoulin LLP on May 16, 2012, and included a presentation by Terrance S. Carter entitled "Essential Charity Law Update." PDF HANDOUT
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County of Carleton Law Association (CCLA) 18th East Region Solicitors Conference 2012
held in Montebello, Quebec, on May 12, 2012, included a presentation by Karen J. Cooper on "The New Not-for-Profit Corporations Acts." PDF HANDOUT
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The 2012 National Charity Law Symposium
a joint program of the Canadian Bar Association's and the Ontario Bar Association's Charity and Not-For-Profit Law Sections held in Toronto, Ontario, on May 4, 2012, included a presentation by Karen J. Cooper entitled "New Ineligibility Requirements for Directors, Officers and Staff of Registered Charities." PDF HANDOUT Paper
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CAGP-ACPDP 2012 Annual National Conference
held in Victoria, B.C. included a presentation by Theresa L.M. Man entitled "Donor Rights and Remedies" on April 19, 2012. PDF HANDOUT
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CAGP-ACPDP 2012 Annual National Conference
held in Victoria, B.C. included a presentation by Terrance S. Carter entitled "Essential Charity Law Update" on April 19, 2012. PDF HANDOUT
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Emerging Issues in Directors' and Officers' Liability 2012
a continuing professional development program hosted by the Law Society of Upper Canada in Toronto, Ontario, on March 1, 2012, included a presentation by Terrance S. Carter entitled "Directors' and Officers' Duties and Liabilities under the CNCA and the ONCA." PDF HANDOUT Paper
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Insight 10th Annual Business Law and Practice Conference
held in Toronto, Ontario, included a presentation by Terrance S. Carter entitled "Getting Ready for the New Ontario Not-for-Profit Corporations Act (ONCA)" on February 29, 2012. PDF HANDOUT
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Christian Legal Fellowship (CLF) 2012 National Christian Law Student Conference
hosted at Osgoode Hall Law School in Toronto, Ontario, February 24-26, 2012, included a presentation by Terrance S. Carter entitled "Personal Reflection on Integration of Faith and Practice."
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Ottawa Chamber of Voluntary Organizations (CVO)
hosted a workshop by Karen J. Cooper entitled "How Will Changes to the Canada Not-for-Profit Corporations Act Affect Your Organization?" in Ottawa on February 14, 2012. PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
on February 14, 2012, was a presentation by Terrance S. Carter entitled "The New CRA Fundraising Guidance - What Practitioners and Boards need to Know."
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2012 OBA Institute - Board Issues under the New Not-For-Profit Corporations Act (Canada and Ontario)
held in Toronto, Ontario, on February 10, 2012, included a presentation by Terrance S. Carter entitled "Digging For Dirt: Handling Requests For Information." PDF HANDOUT Paper
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CLTA Presentation to Standing Committee on Finance
On Tuesday, February 7, 2012, Karen Cooper made a presentation to the Standing Committee on Finance regarding Tax Incentives for Charitable Donations in her capacity as a Director of the Canadian Land Trust Alliance (CLTA) on Parliament Hill. The transcript of this presentation is available online.
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2012 Ottawa Region Charity and Not-For-Profit Law Seminar
Thursday, February 2, 2012, Ottawa Region Presentation materials are now available.
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World Vision Canada's Law Day
held in Mississauga Ontario, on December 6, 2011, included a presentation by Terrance S. Carter entitled "Tax Receipting and Return of a Gift." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
on December 6, 2011 was a presentation by Theresa L.M. Man entitled "Highlights of the new Canada Not-for-Profit Corporations Act, and What Federal Corporations Need to Do."
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A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
Hosted by Carters, these seminars provided in depth practical information to help charitable and not-for-profit organizations incorporated under the Canada Corporations Act understand the process of continuing under the CNCA, which is now in force.
Ottawa - November 29, 2011.
Toronto - December 1, 2011.

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The County of Carlton Law Association's Annual Update in Issues in Ethics and Professionalism
held on December 1, 2011, included a presentation by Karen J. Cooper on Charities and Not-for-Profit Corporations.
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AFP Congress 2011
held in Toronto, Ontario, included a presentation by Theresa L.M. Man and Terrance S. Carter of Carters and Laura West of Fasken Martineau on November 28, 2011, entitled "Essential Charity Law Update - What Every Fundraiser Needs to Know." PDF HANDOUT
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Town of Ajax Health System Foundation
hosted a presentation by Terrance S. Carter and Theresa L.M. Man on November 23, 2011, on both the Ontario Not-for-Profit Corporations Act and the Canada Not-for-Profit Corporations Act. PDF HANDOUT
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Association for Research on Nonprofit Organizations and Voluntary Action - ARNOVA's 40th Annual Conference
held in Toronto, Ontario, included a presentation by Terrance S. Carter on November 17, 2011, entitled "Directors and Officers Duties and Liabilities of Charities and Not-for-Profit Organizations in Canada."
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Imagine Canada's Charity Tax Tools Webinar
on November 15, 2011, was a presentation by Karen J. Cooper entitled "Is a Corporate Foundation for You?"
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18th Annual Church & Charity Law Seminar
Presentation materials are now available.
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Imagine Canada's 2011 Nonprofit Risk Management Conference
held in Toronto, Ontario, on November 8, 2011, included a presentation by Terrance S. Carter entitled "Indentifying the Top Legal Risk Management Challenges of 2012 and Beyond." PDF HANDOUT
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Imagine Canada's 2011 Nonprofit Risk Management Conference
held in Toronto, Ontario, on November 8, 2011, included a presentation by Theresa L.M. Man entitled "Tax Receipting and Completing the T3010." PDF HANDOUT
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Christian Legal Society 50th Anniversary Conference
held in Chicago October 20-23, 2011, included a workshop by Terrance S. Carter on "Consideration in Setting Up a Charity in Canada." PDF HANDOUT
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Imagine Canada's Charity Tax Tools Webinar
on October 18, 2011 was a presentation by Terrance S. Carter entitled "Donation or Sponsorship? Know the Rules, Reap the Rewards."
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Ottawa Festivals
included a presentation by Karen J. Cooper entitled "Essentials of the New Canada Not-for-Profit Corporations Act (CNCA)" on October 18, 2011. PDF HANDOUT
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Charity Tax Tools Webinar Series
Donation or Sponsorship? Know the Rules, Reap the Rewards Tuesday, October 18, 2011
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Osgoode Hall Law School CLE Program Legal and Risk Management for Charities and NPOs
included a presentation by Terrance S. Carter on October 6, 2011 entitled "Charities and the Anti-Terrorism Financing/Money Laundering Regime." PDF HANDOUT Paper
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Osgoode Hall Law School CLE Program Legal and Risk Management for Charities and NPOs
included a presentation by Karen J. Cooper and Theresa L.M. Man on October 5, 2011 entitled "The Federal Government Budget and Its Implications for Charities and NPOs." PDF HANDOUT
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Osgoode Hall Law School CLE Program Legal and Risk Management for Charities and NPOs
included a presentation by Theresa L.M. Man on October 5, 2011 entitled "The Practical Impact of the Canada Not-for-Profit Corporations Act (CNCA)." PDF HANDOUT Paper
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The OBA Charity & Not-for-Profit Law Section
hosted a luncheon on September 12, 2011, at which Theresa Man participated as a panelist discussing "What Happened Over the Summer? An update on interesting cases and developments for charity and not-for-profit law practitioners." PDF HANDOUT
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2011 Canadian Business & Community Partnership Forum & Awards
being presented by Imagine Canada and Volunteer Canada at Le Chateau Montebello in Quebec from June 7 - 9, 2011, will include presentations by Terrance S. Carter and Karen J. Cooper from Carters.
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Disbursement Quota Reform: The Ins and Outs of What You Need to Know
Presented by Theresa L.M. Man at the CBA/OBA 2011 National Charity Law Symposium, May 6, 2011. PDF HANDOUT Paper
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Here Comes The CNCA: Are You Ready To Advise Your Clients?
Presented by Jane Burke-Robertson of Carters and Linda J. Godel of Torkin Manes LLP at the CBA/OBA 2011 National Charity Law Symposium, May 6, 2011.
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2011 CBA/OBA National Charity Law Symposium - May 6, 2011
Hosted by Canadian Bar Association and the Ontario Bar Association at the Hyatt Regency in Toronto.
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Duties and Liabilities of Directors and Officers of Charities and Non-Profit Organizations
Presented by Terrance S. Carter for the professional development course "Emerging Issues in Directors' and Officers' Liability 2011" from the Law Society of Upper Canada on March 29, 2011. Handout Paper
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Canadian Association of Gift Planners (CAGP) 2011 National Conference
included a presentation by Theresa L.M. Man and Mark Climie-Elliott CFRE, Climie-Elliott, on April 14, 2011 entitled "Why the T3010B Matters to Gift Planners and What You Need to Know." PDF HANDOUT
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Canadian Association of Gift Planners (CAGP) 2011 National Conference
included a presentation by Karen J. Cooper and Bruce R. Hill CFRE, Consultant on April 14, 2011 entitled "Considerations in Developing Gift Acceptance Policies." PDF HANDOUT
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Canadian Association of Gift Planners (CAGP) 2011 National Conference
included a presentation by Terrance S. Carter on April 14, 2011, entitled "Essential Charity Law Update: What Every Gift Planner Needs to Know." PDF HANDOUT
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A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
CLIENT BREAKFAST SEMINAR: Ottawa, April 13, 2011.
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A Closer Look at Continuing Under the Canada Not-for-Profit Corporations Act
CLIENT BREAKFAST SEMINAR: Toronto, April 7, 2011.
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How to Prepare your Client for a CRA Audit
was presented by Karen J. Cooper for the Ontario Bar Association CLE program in Toronto, Ontario, on April 5, 2011. PDF HANDOUT
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2011 Ottawa Region Charity and Not-For-Profit Law Seminar Materials Now Available
Wednesday, February 16, 2011, Ottawa Region A Practical Seminar Dedicated to Assisting Charities and Not-for-Profits Understand and Comply with Recent Developments in the Law
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Emerging Issues in Directors' and Officers' Liability 2011
a professional development course from the Law Society of Upper Canada, included a presentation entitled “Duties and Liabilities of Directors and Officers of Charities and Non-Profit Organizations” by Terrance S. Carter on March 29, 2011. PDF HANDOUT Paper
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Key Legal Compliance Issues for Charities and Not-for-Profits
was presented by Theresa Man at the First Annual Canadian Society of Association Executives (CSAE) Trillium Chapter Winter Summit in Hamilton, Ontario on February 25, 2011.
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Essential Charity & Not-for-Profit Law Update
was presented by Terrance Carter at the First Annual Canadian Society of Association Executives (CSAE) Trillium Chapter Winter Summit in Hamilton, Ontario on February 25, 2011.
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The Canadian Society of Association Executives (CSAE) Ottawa-Gatineau Chapter February Luncheon
included Barry W. Kwasniewski as guest speaker on the topic of Social Networking Risk Management at the RA Centre in Ottawa on February 23, 2011. PDF HANDOUT
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2011 Ottawa Region Charity and Not-For-Profit Law Seminar
Wednesday, February 16, 2011, Ottawa Region A Practical Seminar Dedicated to Assisting Churches and Charities Understand and Comply with Recent Developments in the Law
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Volunteer Ottawa
hosted a workshop at the C3 Centre in Ottawa with a presentation by Karen J. Cooper entitled "Risk Management Directors’ and Officers’ Liability" on February 9, 2011. PDF HANDOUT
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Canadian Association of Gift Planners Ottawa Roundtable Ontario's Forum
included a presentation by Karen J. Cooper with Michelle Osborne from the University of Toronto entitled "Endowments - Bird in the Hand or Two in the Bush?". PDF HANDOUT
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The Windsor Essex Estate Planning Council
hosted a luncheon in Windsor, Ontario, with Terrance Carter presenting the following: "Practical Implications of CRA's New Fundraising Guidance"
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The Windsor Essex Estate Planning Council
hosted a luncheon in Windsor, Ontario, with Terrance Carter presenting the following: "Essential Charity Law Update"
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The Windsor Essex Estate Planning Council
hosted a luncheon in Windsor, Ontario, with Terrance Carter presenting the following: "Basic Tax Considerations in Charitable Giving"
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Implications of Disbursement Quota (DQ) Reform
was presented by Terrance S. Carter as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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The York Small Business Enterprise Centre's Green Connections "Networking" Meeting
held in Newmarket, Ontario, included a presentation by Ryan M. Prendergast on "Advantages and Disadvantages of Incorporation as a Not-for-Profit"
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The Greater Dufferin Area Estate Planning Council (GDAEPC)
hosted a presentation by Terrance S. Carter entitled "Basic Tax Considerations in Charitable Giving"
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The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: Due Diligence in Avoiding Risks for Directors and Officers of Charities and Not-for-Profits (Summary B)
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The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: Due Diligence in Avoiding Risks for Directors and Officers of Charities and Not-for-Profits
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The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: The Legal Duties of Directors and Officers of Charities and Not-for-Profits (Summary A)
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The Orangeville Optimists Club Meeting
included the following presentation by Terrance S. Carter: The Legal Duties of Directors and Officers of Charities and Not-for-Profits
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The AFP Greater Toronto Congress 2010
held at the Metro Toronto Convention Centre, included a presentation by Terrance S. Carter and M. Elena Hoffstein of Fasken Martineau entitled "Essential Charity Law Update: What Every Fundraiser Needs to Know"
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The Certified General Accountants of Ontario Annual Conference (Ottawa)
held at the Fairmont Chateau Laurier in Ottawa, Ontario, included presentations by Karen J. Cooper entitled "Liability of Directors and Officers" and "The Income Tax Act and Charities"
2010 Annual Church & Charity Law Seminar
was held on Thursday, November 18, 2010 at the Portico Community Church in Mississauga, with over 800 in attendance
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Certified General Accountants of Ontario Conference 2010
held in Toronto, Ontario, included a session by Karen J. Cooper entitled "Liability of Directors and Officers of Not-for-Profits"
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The New York University School of Law National Centre on Philanthropy and the Law
annual conference "Nonprofit Speech in the 21st Century: Time for a Change?" included Terrance S. Carter in the Comparative Panel: 21st Century Nonprofit Speech Around the World presenting a paper entitled "Charities Speaking Out: The Evolution of Advocacy and Political Activities by Charities In Canada"
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Ontario Land Trust Alliance (OLTA) 2010 Gathering "Expanding Horizons"
in Peterborough, Ontario, included a presentation by Karen J. Cooper on "Recent Tax Changes"
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Imagine Canada's 2010 Risk Management Conference
held in Toronto, Ontario, included the following: "The HR Doctor Is In! - Bring your Issues for the Expert Panel" with Barry W. Kwasniewski on the panel, "You're Fired! - Terminations, Corrective Action and Dismissals" with Barry W. Kwasniewski speaking, and "Highlights of CRA Compliance Requirements for Charities" by Esther S.J. Oh
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Demander l'enregistrement titre d'organisme de bienfaisance
was presented by Karen J. Cooper as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Valuation Principles: How to Determine the Value of Gifts-in-Kind and Donor Benefit
was presented by Karen J. Cooper as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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The Impact of Anti-terrorism Legislation on Charities
was presented by Terrance S. Carter at the University of Ottawa
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Colliers International Not-for-Profit Advisory Group Breakfast Meeting
at the Ontario Heritage Centre included a presentation by Terrance S. Carter entitled "Investment Decision Making During Difficult Financial Times"
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Record Keeping: Maintaining Books and Records
was presented by: Theresa L M Man as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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The 2010 Canadian Land Trust Annual Conference
held in Banff, Alberta, included the following presentation by Karen J. Cooper on October 1, 2010: "Tax Law Part II: The Implications of the New CRA Fundraising Guidance for Land Trusts"
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The 2010 Canadian Land Trust Annual Conference
held in Banff, Alberta, included the following presentation by Karen J. Cooper on October 1, 2010: "Recent Changes in Tax Law: Part I"
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Considerations When Drafting Restricted Charitable Purpose Trusts
was presented by Terrance S. Carter at the Ontario Bar Association CLE Program Trusts, Trustees, Trusteeships 2010, held in Toronto, Ontario
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CCCC 2010 Annual Conference
held at the Victoria Inn Hotel & Convention Centre, Winnipeg, Manitoba, included the following presentation by Terrance S. Carter: "Anti-Terrorism Law: What Christian Charities Need to Know"
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CCCC 2010 Annual Conference
held at the Victoria Inn Hotel & Convention Centre, Winnipeg, Manitoba, included the following presentation by Terrance S. Carter: "Special Considerations in Gift Planning for Christian Charities"
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CLF 2010 National Conference
held at the Delta Toronto Airport West, in Toronto, Ontario, included a presentation entitled "Essential Charity Law Update" by Terrance S. Carter
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The Association of Treasurers of Religious Institutes' 2010 Conference "Riding the Waves of Change"
held at the Delta Halifax in Halifax, Nova Scotia, included a presentation entitled "Current Issues Under the Income Tax Act Affecting Religious Institutes" by Karen J. Cooper
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Key Legal Compliance Issues for Charities and Not-for-Profits
was presented by Terrance S. Carter as part of the Regional Municipality of Halton's free seminar series "Leadership Matters: Building Your Legal Know How" in Oakville, Ontario
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The Implications of the New CRA Fundraising Guidance for Charities
was presented by Terrance S. Carter as part of the Regional Municipality of Halton's free seminar series "LeadershipMatters: Building Your Legal Know How" in Burlington, Ontario
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St. Paul University's Faculty of Canon Law Legal Seminar
held at the university in Ottawa, Ontario, on August 18-25, 2010, will include the following presentation: "Canada Revenue Agency" by Karen J. Cooper
St. Paul University's Faculty of Canon Law Legal Seminar
held at the university in Ottawa, Ontario, on August 18-25, 2010, will include the following presentation: "Corporate Compliance Issues for Religious Orders" by Terrance S. Carter and Jennifer M. Leddy
The CBA Canadian Legal Conference 2010
was held in Niagara Falls, Ontario, and included a talk by Karen J. Cooper and Jane Burke-Robertson in the session entitled "A Comparison of Jurisdictions for Your Charitable Organization"
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The Implications of the New CRA Fundraising Guidance for Charities
was presented by Terrance S. Carter as part of the Regional Municipality of Halton's free seminar series "Leadership Matters: Building Your Legal Know How" in Milton, Ontario
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Filing the T3010B Registered Charity Information Return
was presented by Theresa L.M. Man as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation:"The Top 5 Things Charities and Not-for-Profits Need to Know about the HST" by Paul V. Cassucio of Fasken Martineau
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Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation:"The Practical Implications of CRA's Fundraising Guidance: One Year Later" by Terrance S. Carter
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Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation: "What the Federal Budget Disbursement Quota Reform Will Mean to Your Charity" by Theresa L.M. Man
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Healthcare Philanthropy: Check-Up 2010
hosted by Carters Professional Corporation and Fasken Martineau DuMoulin LLP, was held at The Estates of Sunnybrook in Toronto, Ontario, included the following presentation: "Charity Law Update: The Year in Review" by M. Elena Hoffstein of Fasken Martineau
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Thoughts on Child Protection Policies: How to Make them Work for your Non-Profit or Charity
was presented by Esther S.J. Oh as part of a risk management seminar series hosted by Imagine Canada
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The 2010 Christian Legal Intervention Academy
hosted by Faith and Freedom Alliance at St. Michael's College in Toronto, Ontario, included the following presentation: "Human Rights Concerns: What Churches And Religious Organizations Can Do In Response" by Terrance S. Carter
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The 2010 Christian Legal Intervention Academy
hosted by Faith and Freedom Alliance at St. Michael's College in Toronto, Ontario, included the following presentation: "Human Rights: an Overview" by Mervyn F. White
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Hamilton Law Association's CLE Round Table Session on Charity Law
included a presentation by Terrance S. Carter entitled "Advising the Charitable Client."
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Fundraising Activities and CRA Guidelines
was presented by Terrance S. Carter as part of Imagine Canada's Charity Tax Tuesdays, a free webinar series for Canadian charities
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Social Enterprise in Canada: Towards a New Paradigm
was presented by Jane Burke-Robertson at the CSIED Social Enterprise Seminar in Ottawa, Ontario
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Owen Sound Regional Hospital Foundation Workshop for Professional Advisors
included a presentation by Terrance S. Carter entitled "Implications of Disbursement Quota Reform"
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2010 Church Protection Plus Risk Management Symposium
hosted by Robertson Hall in Mississauga, Ontario, included a presentation by Bruce W. Long entitled "Criminal Charges and Regulation Offences"
Certified General Accountants of Ontario's Not-for-Profit Symposium
held in Toronto, Ontario, included "Directors' & Officers' Liability - The Essentials and Beyond" presented by Karen J. Cooper
Employment Law, Legislation and Guidelines
was presented by U. Shen Goh as part of the Regional Municipality of Halton's free seminar series "Leadership Matters: Building Your Legal Know How" in Georgetown, Ontario
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17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Managing Endowments in Difficult Economic Times," M. Elena Hoffstein of Fasken Martineau
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17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Basic Tax Considerations in Gift Planning," Terrance Carter with Laura West of Fasken Martineau
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17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Implications of Disbursement Quota Reform," Theresa L.M. Man
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17th Annual National CAGP-ACPDP Conference
held in Edmonton, Alberta, included the following presentation: "Navigating a CRA Audit and Living to Tell the Tale" by Karen J. Cooper
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County of Carlton Law Association - 16th East Region Solicitors Conference 2010
held in Montebello, Quebec, included a presentation by Jane Burke-Robertson entitled "Ins and Outs of the Canada Not-for-Profit Corporations Act"
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2010 National Charity Law Symposium
hosted by the Charity and Not-for-Profit Sections of the Canadian Bar Association and the Ontario Bar Association and co-chaired by Terrance S. Carter, in Toronto, Ontario, include the following presentation by Karen J. Cooper: "Environmental Issues Under the 4th Head of Charity"
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Managing the Risk of Employee Liability for Charities and Nonprofits
was presented by Barry W. Kwasniewski as part of a risk management seminar series hosted by Imagine Canada
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