Mark Blumberg will be speaking on top compliance issues and transparency with investments at the 17th Annual Foundation, Endowment and Not for Profit Investment Summit (January 22-23, 2020)

4:25 PM (January 22)
Navigating the Top Compliance Issues Facing Canadian Foundations

Foundations that are registered charities need to comply with corporate or trust law as well as Income Tax Act requirements.  Prepare your organization for some of the most important compliance issues facing foundations as well as recent developments in compliance. Create an action plan to:

  • Address the compliance obligations of donor-advised fund
  • Assess the requirements of perpetual endowments
  • Improve your compliance across a range of issues

Mark Blumberg
Partner, Blumberg Segal LLP


1:00 PM  (January 23)
Revisit your Investment Policy Statement to Ensure Transparent Fund Stewardship

Foundations face a growing need to ensure their community is engaged in their mission statement. For organizations committed to transparency, their IPS must reflect a more complex fund stewardship. Bring your governance to the next level an action plan to:

  • Develop a bottom-up relationship with the community you serve
  • Include the needs of your donors and community in your fund
  • stewardship discussions
  • Clarify your IPS to ensure it remains relevant to your community

Improve your fund stewardship governance to include greater transparency and community engagement.

Jason Krueger
President & CEO, CBWC Foundation

Mark Blumberg
Partner, Blumberg Segal LLP