| 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
- Policy Based Governance - What Works and What Doesn’t
- Bill C-45 and its Effect on Criminal Liability and Insurance
Coverage for Charities
- CCRA Policy Statements Concerning Charitable Property
- Upcoming Seminar (Feb 10) - "Healthcare Philanthropy:
Challenges and Solutions" with keynote speaker Maureen
Kidd, Director General of the CCRA Charities Directorate (see
below for more details)
Printer friendly version at www.carters.ca/pub/update/charity/jan04.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
"Policy Based Governance - What Works and What Doesn’t"
(Charity Law Bulletin No. 34 January 28, 2004) by Donald J.
Bourgeois.
[PDF] http://www.carters.ca/pub/bulletin/charity/2004/chylb34.pdf
[WEB] http://www.carters.ca/pub/bulletin/charity/2004/chylb34.htm
"Bill C-45 and its Effect on Criminal Liability and Insurance
Coverage for Charities" (Charity Law Bulletin No. 35 January
30, 2004) by Mervyn F. White, Bruce W. Long and Shen Goh.
[PDF] http://www.carters.ca/pub/bulletin/charity/2004/chylb35.pdf
[WEB] http://www.carters.ca/pub/bulletin/charity/2004/chylb35.htm
"CCRA Policy Statements Concerning Charitable Property"
(Charity Law Bulletin No. 36 January 30, 2004) by Terrance S.
Carter and Suzanne E. White.
[PDF] http://www.carters.ca/pub/bulletin/charity/2004/chylb36.pdf
[WEB] http://www.carters.ca/pub/bulletin/charity/2004/chylb36.htm
In the Press
Coverage of the 2003 Annual Church & the Law Seminar in
The Lawyers Weekly (January 30, 2004).
"Churches should establish
their position on same-sex marriage - pro or con"
[Link] http://www.carters.ca/news/2004/lawyerwkly/clss0130.pdf
"Churches must adapt to changing
times - and laws"
[Link] http://www.carters.ca/news/2004/lawyerwkly/cl0130.pdf
Charity Law Bulletin No. 25 by Terrance S. Carter was reproduced
in Charitable Thoughts (Vol 7 No 2, January 2004) New
CCRA Policy on Political Activities
[PDF] http://www.carters.ca/news/2004/charthts/TSCjan.pdf
"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 remarks at the Ontario Bar
Association meeting of the Charity and Not-for-Profit Law Section
recently published in Charitable Thoughts (Vol 7 No 2,
January 2004).
[PDF] http://www.carters.ca/news/2004/charthts/mjwjan.pdf
Charity Law Bulletin No. 28 by Mark J. Wong was reproduced
in The Canadian Association Ezine (January 2004). "Impact
of the Personal Information Protection and Electronic Documents
Act (PIPEDA) on Charitable and Non-Profit Organizations"
[Link] http://www.axi.ca/tca/Jan2004/guestarticle_5.shtml
The Canadian Association Ezine 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.
[Link] http://www.axi.ca/tca/Jan2004/accordingtotherules.shtml
Recent Events and Presentation Materials
New Lawyer - Carter & Associates is pleased to announce
that R. Johanna Blom, B.A., J.D., has joined the firm's litigation
group and will be practicing in the area of Charity and Not-for-Profit
Law as well as Human Rights and Family Law. (January 2004)
[WEB] http://www.carters.ca/lawyers/jblom.html
How Should the Church Respond to Recent Legal Developments
in Canada? and presentations made by Carter & Associates
lawyers at this legal seminar hosted by Grace Apostolic Church
in association with Canadian Apostolic Ministries in
Scarborough, Ontario (January 31, 2004):
Same Sex Marriages: What Churches and Religious Charities
Can Do in Response"
by Terrance S. Carter and Mervyn F. White,
[PDF] http://www.carters.ca/pub/seminar/charity/2004/tscmfw0131.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/tscmfw0131.htm
Criminal Code Amendments (Bill C-250- Hate Crimes)"
by Bruce W. Long,
[PDF] http://www.carters.ca/pub/seminar/charity/2004/bwl0131.pdf
[WEB]
http://www.carters.ca/pub/seminar/charity/2004/bwl0131.htm
Recent Case Law Affecting Churches"
by Mervyn F. White, and
PDF] http://www.carters.ca/pub/seminar/charity/2004/mfw0131.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/mfw0131.htm
Board Governance Issues for Church Boards and Trustees"
by Terrance S. Carter
Legal Duties,
[PDF] http://www.carters.ca/pub/seminar/charity/2004/tsc0131a.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/tsc0131a.htm
Good Governance,
[PDF] http://www.carters.ca/pub/seminar/charity/2004/tsc0131b.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/tsc0131b.htm
Due Diligence
[PDF] http://www.carters.ca/pub/seminar/charity/2004/tsc0131c.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/tsc0131c.htm
Hospitals and Foundations Seminar Series (Day 1 - January
22, 2004) "Hospitals and Foundations in Transition: Issues
and Opportunities" with keynote speaker David A. Brown,
Chair of the Ontario Securities Commission.
"Privacy Compliance: What Charities Need to Do" to
be presented by Mark J. Wong to the United Way of Peel Region
(January 20, 2004).
[PDF] http://www.carters.ca/pub/seminar/charity/2004/mjw0120.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/mjw0120.htm
"Directors, Officers and Trustees - How to do your job
and avoid liability at the same time" to be presented by
Donald J. Bourgeois at The Essential Curriculum in Charities
course from Osgoode Hall Law School. (January 15, 2004).
"Recent Changes to the Income Tax Act and Policies Relating
to Charities and Charitable Gifts" was presented by Terrance
S. Carter for the Waterloo-Wellington Estate Planning Council.
(January 8, 2004)
[PDF]
http://www.carters.ca/pub/seminar/charity/2004/tsc0108.pdf
[WEB] http://www.carters.ca/pub/seminar/charity/2004/tsc0108.htm
"Director's Liabilities" was presented by Donald
J. Bourgeois for the Etobicoke District Chartered Accountants'
Association. (January 5, 2004)
Upcoming Events and Presentations
Hospitals and Foundations Seminar Series (Day 2 - February
10, 2004) "Healthcare Philanthropy: Challenges and Solutions"
with keynote speaker Maureen Kidd, Director General of the CCRA
Charities Directorate, and talks on;
"Recent Changes to the Income
Tax Act and Policies Affecting Charities" by Terrance S.
Carter,
"Policy Based Board Governance:
What Works & What Doesn’t" by Donald J. Bourgeois,
and
"How to Avoid Liability in
Fundraising" by Terrance S. Carter. More details on Fasken's
website.
[Link] www.fasken.com/web/fmdwebsite.nsf/AllDoc/37E6A298DCAE34CD85256E1
60068128D?OpenDocument
"Performance Expectations and Employment Law - Maintaining
a Balance" to be presented by Mervyn F. White at the "Not-for-Profit
Performance Management Made Easy" workshop sponsored by
Canadian Fundraiser (February 18, 2004).
"Recent Changes to the Income Tax Act and Policies Relating
to Charities and Charitable Gifts" to be presented by Terrance
S. Carter for the Society of Estate and Trust Practitioners
(STEPS) in Toronto (March 4, 2004).
2nd National Symposium on Charity Law (April 14, 2004)
"What's New and What's Coming", being held in Toronto
by the Canadian Bar Association (CBA), Ontario Bar Association
(OBA) and the Canadian Association of Gift Planners (CAGP),
is Co-Chaired by Terrance S. Carter with talks from Carter &
Associates lawyers on;
"Extra Provincial Corporate
and Fundraising Compliance for Charities"
by
Jacqueline M. Connor and Esther S.J. Oh,
"Board Governance - When
Does It Become Director’s Negligence"
by
Donald J. Bourgeois (counsel to Carter & Associates),
"Reform of the Canada Corporations
Act"
by
Jane Burke-Roberston (counsel to Carter & Associates), and
"Avoiding Wasting Assets
II - Intellectual Property Protection for Charities"
by
Terrance S. Carter.
More details at the CBA website.
[Link] http://www.cba.org/CBA/CLE/cle00/charities.asp
"Looking a Gift Horse in the Mouth: Legal Liabilities
in Fundraising" to be presented by Terrance S. Carter at
the 11th National CAGP Conference in Toronto (April 15,
2004).
More details at the CAGP website.
[Link] http://www.cagp-acpdp.org/ancon_frame.htm
Acknowledgements, Errata and Other Miscellaneous Items
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