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
June 29, 2020
Some compliance trends or task over the next 6 months for Canadian registered charities
Here are a number of trends or compliance suggestions for charities over the next six months: If you are an Ontario corporation under the Ontario…
June 28, 2020
Upcoming Webinars for the Canadian Charity Law Association
The Canadian Charity Law Association is delivering some upcoming webinars. Registration is free but space is limited. Topics are subject to change.…
June 27, 2020
CNCA changes to allow for extensions for AGMs etc in Bill C-17 has first reading
The Federal government has brought in a new bill C-17 dealing with various COVID issues. One, in particular, we have discussed is making changes to…