CHARITY LAW UPDATE

September 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

  •  Update on Christian Brothers
  •  Employment Issues for Non-Profit Organizations
  •  2003 Annual Church & the LawSeminar
  •  Law Society of Upper Canada's 6th Annual Estates and Trusts Forum

Printer friendly version at www.carters.ca/pub/update/charity/sep03.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

"Update on Christian Brothers" (Charity Law Bulletin No. 24, September 30, 2003) by Terrance S. Carter and R. Johanna Blom.
     [PDF] www.carters.ca/pub/bulletin/charity/2003/chylb24.pdf
     [WEB] www.carters.ca/pub/bulletin/charity/2003/chylb24.htm


In the Press

Mervyn F. White, of Carter & Associates, quoted in LawPro warning “you’d better get your privacy policy in place - this issue is not going away.”
     [Excerpt: LawPro, Summer 2003] www.carters.ca/news/2003/lawpro/summer03.htm


Recent Events and Presentation Materials

Carter & Associates is pleased to announce that John M.C. Latham, B.A., LL.B., has joined the firm's solicitors group and will be practicing in the area of Charity Law as well as Corporate and Commercial Law. (September, 2003)
     [CV] www.carters.ca/lawyers/jlatham.html

"Recent Initiatives by CBA National Charity and Not-For-Profit Law Section with CCRA and Finance" presented by Terrance S. Carter at an Ontario Bar Association Luncheon of the Charity and Not-For-Profit Law Section on Thursday, September 25, 2003.

"Employment Issues for Non-Profit Organizations" presented by Mark J. Wong of Carter & Associates to the United Way of Peel Region. September 17, 2003
     [PDF] www.carters.ca/pub/seminar/charity/2003/mjw0917.pdf
     [WEB] www.carters.ca/pub/seminar/charity/2003/mjw0917.htm


Upcoming Events and Presentations

"Key Legal Responsibilities Of Charities In Planned Giving" to be presented by Terrance S. Carter for the Canadian Cancer Society in Ottawa on October 8, 2003.

Criminal Code amendments regarding hate propaganda (Bill C-250) as they affect churches and religious charities, will be discussed by Bruce W. Long as part of his presentation at "The 2003 Annual Church & the Law™ Seminar".

"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).
Register NOW! Deadline is November 4, 2003, SPACE IS LIMITED!
[PDF] www.carters.ca/pub/seminar/chrchlaw/2003/brochure.pdf
[WEB] www.carters.ca/pub/seminar/chrchlaw/2003/brochure.htm

"Current Changes to the Income Tax Act and Rules Relating to Charities and Charitable Gifts" to be presented by Terrance S. Carter at the Law Society of Upper Canada's 6th Annual Estates and Trusts Forum being held on November 19th & 20th, 2003.
[Flyer] http://ecom.lsuc.on.ca/pdf/flyers/estatesandtrusts.pdf

"Recent Changes Under The Income Tax Act and Related Policies Affecting Charities" to be presented by Terrance S. Carter for the Ottawa Chapter of the Canadian Association of Gift Planners on November 26, 2003.


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.

Get on Our E-Mailing List: If you would like to be added to our electronic mailing list and receive regular updates when new materials are added to our site, send an email to info@carters.ca with "Subscribe" in the subject line. Feel free to forward this email to anyone (internal or external to your organization) who might be interested.

To be Removed: If you wish to be removed from our mailing list, please reply to this message with Remove in the subject line.

Privacy: We at Carter & Associates know how important your privacy is to you. Our relationship with you is founded on trust and we are committed to maintaining that trust. Personal information is collected solely for the purposes of establishing and maintaining client lists; representing our clients; and to establish and maintain mailing lists for the distribution of publications as an information service. Your personal information will never be sold to or shared with another party or organization. For more information, please refer to our Privacy Policy at www.carters.ca/privacy.pdf.

Viewing PDF files: We try to make materials available in both printer friendly [PDF] and web browser friendly [WEB] formats. To view and print PDFs, you must have Adobe's Free Acrobat Reader installed on your computer. Click on the following 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 and opening it from there.

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.

Copyright: All materials from Carter & Associates are copyrighted and all rights are reserved. Please contact us for permission to reproduce any of our materials.


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