October 7, 2019 @ 8:30 am – 4:00 pm
55 Gould Street, Toronto, Ontario, M5B 1E9

Topics and speakers:

  • Update on the Status of the Sector – Mark Blumberg, Blumberg Segal LLP
  • Laws of Attraction: How to target the right donors at the right time – Claire Kerr, Care2
  • Gift Acceptance: To Accept or not to Accept, that is not the only Question – Adam Greco, Blumberg Segal LLP
  • Privacy and Regulatory Issues for Charities dealing with Health Care Information – Kathy O’Brien, DDO Health LLP
  • Keeping it Separate: Charities and Close Long-term Relationships with Non-charities – Maddy Sawyer, Blumberg Segal LLP
  • Some recent Social Finance Developments – Richard Bridge, Charity Lawyer
  • Preventing and if necessary, surviving CRA Charity Audits – Gary Huenemoeder, Blumberg Segal LLP
  • Donor Advised Funds (DAFs) – Neither miracle philanthropic vehicle or hidden charity disaster? – Mark Blumberg, Blumberg Segal LLP
  • Catalyst for Change – Reflections on the Senate of Canada’s Study of the Charitable Sector – Honourable Ratna Omidvar, Senator for Ontario
  • Offshore Tax Havens: Not just Shell Companies, but Shell Charities too – Marco Chown Oved, Toronto Star
  • The new Ontario Not-for-Profit Corporations Act (ONCA) – major issues for Ontario non-profits to consider – Mark Blumberg, Blumberg Segal LLP

It will be a full day packed with practical legal and ethical compliance information geared toward charities, professional advisors and those interested in regulatory issues affecting charities and the non-profit sector. Space is limited.

The price is $275 for the day. It includes breakfast, lunch, breaks, coffee and drinks, HST and handouts.  

The Blumbergs’ Canadian Charity Law Institute will be of interest to staff at non-profits and charities responsible for compliance issues, professional advisors such as lawyers, accountants, and investment advisors who advise charities and non-profits, and board members of Canadian non-profit and charities.

For lawyers, this event qualifies for 6.5 hours of Law Society of Ontario Substantive Hours but does not qualify for Professionalism Hours.  For accountants, this may count as 6.5 hours of Continuing Professional Development.

If you have questions please call Daniela Campos at 416-361-1982 x. 252 or email daniela@blumbergs.ca

Tickets are fully refundable until thirty (30) days prior to the event but not thereafter. If you register and are unable to attend, you are welcome to substitute someone else from your organization at any time. Dates, locations and other details may be subject to change should circumstances arise. All efforts will be made to notify you as soon as possible in this event.