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Program Code:
500
Date:
Friday, April 25, 2008
Time:
2:00 PM to 3:15 PM
EST
SPEAKER
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Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto. Mark works primarily in the areas of non-profits and charities, and estate planning. Mark is a member of the Law Society of Upper Canada, the Society of Trust and Estate Practitioners (STEP), CAGP-ACPDP™, and the Estate Planning Council of Toronto. Mark is a member of Princess Margaret Hospital Foundation Planned Giving Advisory Committee and the SickKids Legacy Advisors Committee.
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Description
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.