Annual Report 2023-2024

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

Number of Meetings Held:5

November 29, 2023
Online Registration Count: 55
Guest Speakers: Daniel Szeto, Norton Rose Fulbright and Ryan Lee, Watson Goepel
Meeting Title/Topic: Pickleball & Properties: 2 Case Comments on Recent Society Governance Disputes
Synopsis: Daniel Szeto presents the Gowing v Mayne Island Community Centre Society, 2023 BCSC 1286 as an example of the authority afforded to societies to self-govern. Ryan Lee discusses the decision The Order of St. Basil the Great in Canada v St. Mary’s Ukrainian Senior Citizens Housing Society, 2023 BCSC 23 and the “oppression remedy” (s. 102 of the Societies Act, S.B.C. 2015, c. 8).

January 18, 2024
Online Registration Count: 48
Guest Speakers: Brayden K. Volkenant, Associate at DeJager Volkenant
Meeting Title/Topic: Society Disputes: Can’t We All Just Get Along?
Synopsis: Brayden K. Volkenant discusses best practices for trying to assist clients with preventing Society disputes, including implementation of clear Society structures and constating documents, and more.

February 15, 2024
Online Registration Count: 33
In-Person Registration Count: 13
Guest Speakers: Michael Blatchford, Partner, Norton Rose Fulbright
Meeting Title/Topic: Charitable Receipting: Tips & Traps
Synopsis: Michael Blatchford, Partner, Norton Rose Fulbright, sheds light on legal and practical challenges in charitable receipting and include pointers on inter-charity gifts, split receipting, valuation and more.

April 18, 2024
Online Registration Count: 37
Guest Speakers: Sarah G. Fitzpatrick, Partner at Miller Thomson LLP
Meeting Title/Topic: A Case Study of CRA and Qualifying Disbursements: Donor-Advised Funds
Synopsis: Sarah Fitzpatrick, Miller Thomson LLP, discusses the qualifying disbursement rules, the regulatory considerations raised by CRA’s guidance, and the limitations imposed by the new anti-directed giving rules.

May 30, 2024
Online Registration Count: 43
Guest Speakers: Paul Peterson, Lawyer, The Nature Conservancy of Canada and David Cunnington, BC Ecological Gifts Program Coordinator, Environmental Climate Change Canada
Meeting Title/Topic: Land Trusts: Charities, Legislation and Conserving Natural Landscapes
Synopsis: Paul Peterson, Lawyer, The Nature Conservancy of Canada, and David Cunnington, BC Ecological Gifts Program Coordinator, Environmental Climate Change Canada, discuss land trusts and charities working with federal and provincial legislation for the conservation of natural landscapes.