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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