I will be co-chairing this morning session on February 16, 2010.  I will also be delivering a presentation on “Top 15 Legal and Ethical Concerns for Charities in Ontario – Red, White and Yellow Flags”

For further details see:

Charity and Not-For-Profit Law: Doing Good, While Avoiding Legal and Liability Problems: A Primer for Lawyers on Advising and Sitting on Non-Profit Boards and Charities


Date: Tuesday, February 16, 2010
Time: 10:00 AM
Location: Fairmont Royal York, 100 Front Street West, Toronto

Are your volunteer non-profit board activities putting you at risk of potential liability? Leading counsel in the charity and not-for-profit areas will help you avoid potential legal problems in assisting your community as advisor or participant on non-profit and charity boards. This program will look at the advantages and disadvantages of charitable registration. It will consider fundraising issues, including Canada Revenue Agency’s new Guidance on Fundraising as well as the limits on charities conducting business activities. At the end of this program, you will leave with a valuable checklist to enable you to deal with the top 15 legal and ethical concerns for charities.

2.5 hours Corporate and Commercial Law

* Plus applicable taxes

Click Here to Register

Mark A. Blumberg, Blumberg Segal LLP
Barbro E. Stalbecker-Pountney, Barrister & Solicitor
Full Program Agenda
10:00 am Introductory Remarks

10:05 am Lawyers on Non-Profit and Charity Boards: Prestige, Reward, Pro Bono, Anxiety, Conflicts of Interest and Other Pitfalls
• Potential issues in advising board directors
• Your role as a board member: lawyer or not
• Conflict of interest
• Will you be covered by your professional insurance policy?
Terrance S. Carter, Carters Professional Corporation – Orangeville
William T. Pashby, Borden Ladner Gervais LLP
Kathleen A. Waters, President and CEO, LawPRO

11:00 am Non-Profits Doing Good without Charitable Status
• Disadvantages of charitable registration developing trends
• Operating without a charity number
• The process of charitable registration in a nutshell
• Maintaining charitable status
M. Elena Hoffstein, Fasken Martineau DuMoulin LLP

11:35 am Break

11:50 am Fundraising
• Overview of CRA’s new Guidance on Fundraising
• Issues with fundraising events such as galas, golf tournaments, bingo, and lotteries
• Potential opportunities for non-traditional fundraising for non-profit organizations such as
earned income or “social enterprise”
Barbara Wallace, Director, Legal Affairs, Canadian Council of Christian Charities – Elmira

12:25 pm Top 15 Legal and Ethical Concerns for Charities in Ontario – Red, White and Yellow Flags
• Examples include failure to file T3010, noncharitable activities, incorrect receipts, gifts to non-qualified donees, failure to maintain direction and control of funds and resources, political activities, and unrelated business activities
Mark A. Blumberg, Blumberg Segal LLP

1:00 pm Program Concludes