Annual Report 2017/2018

  • July 05, 2018

Summary of Meetings: Charities & Not-For-Profit Law

Number of Meetings Held:6

Thursday, September 21, 2017
Guest Speaker: Steven Carey - Associate, Alexander Holburn Beaudin + Lang LLP
Meeting Title/Topic: Lobbying Issues for Non-Profit Organizations
Synopsis: Steven Carey discussed the lobbyist registration laws and how they apply to non-profit organizations.

Thursday, October 19, 2017
Guest Speaker: Michael Blatchford, Partner - Norton Rose Fulbright Canada LLP
John F. Noonan - Professional Registered Parliamentarian
Meeting Title/Topic: Meetings and Parliamentary Procedure
Synopsis: Speakers Michael Blatchford, a lawyer at Norton Rose Fulbright Canada LLP, and John F. Noonan, a professional registered parliamentarian, demystified the concepts of how to effectively guide a meeting of a non-profit and "Robert's Rules of Order". They provided practical advice on assisting organizations with effective meeting procedures and avoiding traps for the unwary.

Tuesday, December 5, 2017
Guest Speaker: N/A
Meeting Title/Topic: Roundtable Societies Act Q&A Session
Synopsis: To celebrate the one year anniversary of the Societies Act, the Charities and Not-for-Profit Subsection held a roundtable Societies Act Q&A session. The session will be facilitated by members of the Subsection Executive. At the session, we discussed issues that have arisen under the new legislation.

Monday, March 12, 2018
Guest Speaker: Mary Childs, Associate Counsel, Miller Thomson LLP
Meeting Title/Topic: Non-Profit and Charitable Cooperatives
Synopsis: Speaker Mary Childs presented on cooperatives and how they can be used as a vehicle for non-profit organizations and charities.

Thursday, May 17, 2018
Guest Speaker: Karen Brown, LLB, Director, Legacy & Estate Giving, St. Paul’s Foundation
Emma Ferguson, Associate Counsel, Alexander Holburn Beaudin + Lang LLP
Roger Lee, Partner, DLA Piper LLP
Meeting Title/Topic: Expanding Definition of Will Under WESA
Synopsis: The speakers reviewed the development of what is accepted as a will under Part 4, Division 5 of the Wills, Estates and Succession Act ("WESA"), including documents that would not have been testamentary instruments under the former legislation that are now considered to be legitimate testamentary instruments under WESA. The speakers will also look at what developments may be made in this area in the future.

Thursday, June 7, 2018
Guest Speaker: Stephanie J. Daniels, Partner, Farris Vaughn, Wills & Murphy LLP
Krista L. Isberg, Associate, Farris Vaughn, Wills & Murphy LLP
Meeting Title/Topic: Case Study: Negotiating Endowment Agreements and Donor Advised Fund Agreements
Synopsis:The speakers provided a general presentation regarding drafting Endowment Agreements and Donor Advised Fund Agreements. Specifically, the speakers commented on providing clarity as to what has been gifted, and provisions regarding investment of gifted funds, reporting obligations to donors, frequency and nature of distributions, and the ability to distribute capital and/or terminate the fund.

Comments and Observations of the Chair

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