Tuesday June 3, 2025 - 12:00 - 1:30 pm
By Terrance S. Carter, Jacqueline M. Demczur, Malcolm Burrows, and Nicola Elkins
The use of donor advised funds (“DAFs”) is becoming an increasingly popular vehicle for encouraging and facilitating philanthropy in Canada. This webinar will include an explanation of the legal and regulatory landscape impacting the use of DAFs by Canadian charities. There will also be presentations from the leaders of two well-known Canadian public foundations with DAFs, who will speak to the evolving nature of DAFs beyond traditional giving and granting, as well as key operational and administrative issues associated with managing DAFs and working with DAF donors on an ongoing basis.
This webinar is eligible for 1.5 Substantive hours towards the annual Law Society of Ontario (LSO) CPD and CPA Professional Development requirements
SPEAKER BIOGRAPHIES
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Terrance S. Carter, B.A., LL.B, TEP, Trademark Agent – Managing Partner of Carters, Mr. Carter practices in the area of charity and not-for-profit law, and is counsel to Fasken on charitable matters. Mr. Carter is a co-author of Corporate and Practice Manual for Charitable and Not-for-Profit Corporations (Thomson Reuters), a co-editor of Charities Legislation and Commentary (LexisNexis, 2023), and co-author of Branding and Copyright for Charities and Non-Profit Organizations (2019 LexisNexis). He is recognized as a leading expert by Lexpert, The Best Lawyers in Canada and Chambers and Partners. Mr. Carter is a former member of CRA Advisory Committee on the Charitable Sector, and is a Past Chair of the Canadian Bar Association and Ontario Bar Association Charities and Not-for-Profit Law Sections. |
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Jacqueline M. Demczur, B.A., LL.B. – A partner with the firm, Ms. Demczur practices in charity and not-for-profit law, including incorporation, corporate restructuring, and legal risk management reviews. Ms. Demczur has been recognized as a leading expert in charity and not-for-profit law by Lexpert, The Best Lawyers in Canada, and Chambers and Partners. She is a contributing author to Industry Canada’s Primer for Directors of Not-For-Profit Corporations and has written numerous articles on charity and not-for-profit issues for the Lawyers Weekly, The Philanthropist and Charity & NFP Law Bulletin, among others. Ms. Demczur is also a regular speaker at the annual Charity & Not-for-Profit Law Seminars. |
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Malcom Burrows is a philanthropic advisor and gift planner with over 30 years of experience working at charities and in wealth management. In addition to being Head, Philanthropic Advisory Services at Scotia Wealth Management he is founder and Executive Director of Aqueduct Foundation, a public foundation with donor advised and other charitable funds. Malcolm is an active educator, writer, and volunteer in the charitable sector. He is a proud Friend of CAGP, class of 2003. |
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Nicola Elkins is President of Cause Strategies Inc., a charitable foundation management solutions provider since 2008. She is also Founder and CEO of Benefaction Foundation. She has built a reputation as a valuable resource for those who want to integrate charitable giving into their client’s financial, estate and succession plans and to help them to leave a legacy. She is the managing editor of the Master Financial Advisor - Philanthropy course offered by the CAGP, Spire Philanthropy and the Knowledge Bureau. She also sits on its Government Relations Committee and is co-chair of its new DAF Working Group which is about building a better relationship between the DAF community and the charitable sector. |
