Canadian Planned Giving

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2014 Federal Budget and its Impact on Canadian Charities

Today Finance Minister Jim Flaherty introduced the Canadian Federal Budget 2014.  The budget had a large number of provisions dealing with non-profits and charities. Here are some excerpts from the Federal Budget in one PDF document.    Overall I was very pleased with the provisions of the budget dealing with charities.

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Bequests - Avoiding problems with the ultimate planned gift

Here is a copy of my article ‘Bequests - Avoiding problems with the ultimate planned gift’ which was presented at a recent Ontario Bar Association Conference.

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Bequests - Encouraging Bequests While Avoiding Legal and Ethical Issues

I recently delivered a presentation to a number of international development charities in Ottawa entitled “Encouraging Bequests While Avoiding Legal and Ethical Issues”.  It covered issues such as the CRA Fundraising Policy and its effect on planned giving and bequests, 15 steps to create a basic planned giving program with or without money, 18 legal concerns with bequests to avoid, and 6 ethical issues with bequests and planned giving to be aware of.  A copy of the presentation is in PDF here.

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Bequests in Canada: 16 Steps to Creating a Planned Giving Program

Here is a copy of a presentation I recently delivered on promoting bequests to charities.  As charities seek to diversify or increase revenue, bequests become an even more important potential source.  It covers some of the advantages and disadvantages with using bequests, whether an organization should create a bequest program, 16 steps to setting up a planned giving program that emphasizes bequests, as well as legal, ethical, and practical issues to keep in mind.

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Canadian Charities and Terrorism: Preventing Abuse of Your Favourite Canadian Charity

Charities, by virtue of their reputation and access to resources, in some cases make a tempting target for terrorists who are trying to acquire funds and/or legitimacy. Canadian charities need to be diligent in ensuring that their resources are used appropriately and not diverted to non-charitable uses, including terrorism. This article provides some basic guidance as to steps a Canadian charity can take to avoid having their resources misappropriated for terrorism or other inappropriate uses such as fraud.

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Planned Giving and Professional Advisors - The Why and How to Involve Professional Advisors

In this article I discuss the importance of Canadian charities involving professional advisors in their planned giving efforts.

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Planned Giving in a Global World - CAGP Annual Conference April 2008

Planned Giving in a Global World is my presentation at the CAGP national convention about Planned Giving by Canadian charities for projects outside of Canada. The description of the presentation was “In this session, we will discuss basic information that a planned giving officer needs to know to allow for planned gifts in support of charitable activities outside of Canada. Topics will include the legal requirements and restrictions for Canadian charities operating abroad; examples of charities losing their status for non-compliance with CRA requirements; different organizational models for charities operating abroad; common mistakes and concerns with charities operating outside of Canada; and an overview of recent developments and flexibility in charities operating abroad.”

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Planned Giving Internationally in “Your Guide to Charitable Giving and Estate Planning”.

This article discusses a Canadian legal perspective on Planned Giving Internationally. It was written by Mark Blumberg and recently appeared in “Your Guide to Charitable Giving and Estate Planning”, a supplement that appeared in the Globe and Mail on Friday May 11, 2007 and was produced by the Greater Toronto Area Roundtable of the Canadian Association of Gift Planners.

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Starting a Basic Planned Giving Program for a Canadian Charity -  A Lawyer’s Perspective

In this article I provide some suggestions to charities in Canada as to how they can easily start a planned giving program for their charity.

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What is planned giving?

In this article I discuss different planned giving vehicles in Canada.

Do you require legal advice with respect to Canadian or Ontario non-profits or charities?


Charity Lawyer Mark Blumberg

Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.
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