Summary of Meetings: Charities & Not-For-Profit
Number of Meetings Held:7
September 29, 2020
Registration Count: 46
Guest Speaker: Margaret Mason, Partner, Norton Rose Fullbright LLP
Meeting Title/Topic: Multiple Entity Corporate Structure for Charities
Synopsis:Margaret Mason provided an overview of the advantages and pitfalls in using multi-entity structures for charities, along with suggested best practices before advising a client to embark on this kind of corporate structuring.
October 29, 2020
Registration Count: 30
Guest Speaker: Benjamin Buckingham, Associate at De Jager Volkenant
Meeting Title/Topic: Case Law Update
Synopsis: Ben Buckingham provided an update on recent societies and charity law cases that have been reported in British Columbia and other jurisdictions.
November 19, 2020
Registration Count: 41
Guest Speaker: Dierk Ullrich, Partner at Fasken LLP Shanlee von Vegesack, Associate at Fasken LLP
Meeting Title/Topic: Business with a Heart of Gold – The New BC Benefit Companies
Synopsis:The Charities & Not-For-Profit Law Section conducted an overview of the various corporate structures that may help facilitate your company’s ESG mission and an analysis of the legal requirements, pros and cons of such structures. We welomed featured speakers Dierk Ullrich, Partner at Fasken LLP, and Shanlee von Vegesack, Associate at Fasken LLP.
January 28, 2021
Registration Count: 67
Guest Speaker: Nikki Keith, Partner at Wilson M. Beck Insurance Services Inc. Karen Zimmer, Partner at Alexander Holburn
Meeting Title/Topic: Insurance Considerations for Not-For-Profits and Charities
Synopsis:This presentation covered all manner of insurance issues applicable to not-for-profits and charities including, for example, approrpiate insurance coverage for not-for-profits and charities, and the impact of Covid-19 on the insurance industry and what that may mean for charities and not-for-profits.
March 04, 2021
Registration Count: 79
Guest Speaker: Adam Aptowitzer, of Drache, Aptowitzer (Ottawa); Glen Bloom, of the Canadian Cultural Property Export Review Board (Ottawa); Karen Duffek and Dr. Susan Rowley, Curators at the UBC Museum of Anthropology
Meeting Title/Topic: Donation and Taxation in the Material World: Art, Land and other Gifts in Kind
Synopsis: Our expert panel of lawyers and collectors presented on a range of issues related to the world of gifts-in-kind including tax implications, certification of cultural property, deeds of gift and the administration of gifts in kind by collectors.
April 29, 2021
Registration Count: 41
Guest Speaker: Jill Zelmanovits, CEO of Girl Guides Canada Krista L. Isberg, Associate at Farris LLP
Meeting Title/Topic: Minors Participating in Non-profits
Synopsis:The speakers discussed a variety of issues that arise when the members of a society or not-for-profit are minors, including opportunities for minors to take on responsibility and act in positions of authority, opportunities to increase personal accountability by members who are minors, and the legal limitations on that accountability.
May 20, 2021
Registration Count: 61
Guest Speaker: Kate Bake-Paterson, DLA Piper; Liz Moxham, University of British Columbia
Meeting Title/Topic: Donor-Advised Funds - Life and Death
Synopsis: Kate Bake-Paterson and Liz Moxham presented a Donor Advised Fund (DAF) case study following the life and death of a donor, beginning with a donor wanting to establish a DAF as a planned giving vehicle through to her death (and beyond). The presentation covered such issues as:
- the implications of creating a DAF both for the donor and for the charity that might otherwise have been receiving direct gifts from the donor;
- how donors and charities work with DAFs;
- what happens upon the death of a donor, among others