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.
Related Posts
January 24, 2021
CBC “Pandemic tests limits of religious freedom as churches set to fight B.C.’s COVID-19 rules in court”
The CBC's Jason Proctor wrote an article today on "Pandemic tests limits of religious freedom as churches set to fight B.C.'s COVID-19 rules in…
January 23, 2021
CRA provides additional information on foreign activities by Canadian charities
After years of seeing less and less transparency about registered charities in Canada coming from the CRA, for various reasons, we now have one…
January 14, 2021
Going the Extra Mile: The Liability of Foreignness in U.S. Foundation International Grantmaking to Local NGOs
I recently ran across a very good article entitled: "Going the Extra Mile: The Liability of Foreignness in U.S. Foundation International Grantmaking…