2011 National Charity Law Symposium

2011 National Charity
Law Symposium
Presented by the CBA and OBA Charity and
Not-for-Profit Law Sections and the
Continuing Legal Education Committee
2011 National Charity Law
Symposium
Friday, May 6, 2011
Hyatt Regency Toronto
370 King Street West, Toronto,
ON
Sponsors:
Co-Chairs:
Terrance S. Carter, Carters Professional Corporation, Orangeville, ON
Linda J. Godel, Torkin Manes LLP, Toronto, ON
Mark your calendar! The Annual National Charity Law Symposium will be back again in the spring of
2011. This joint program of the Canadian Bar Association’s and the Ontario Bar Association’s Charity
and Not-For-Profit Law Sections will bring together leading experts from across Canada to speak
about the latest developments in this rapidly changing area. Refreshers on key issues affecting
charities in Canada will also be addressed.
Get the lowdown on the reform of the Disbursement Quota under the Income Tax Act. Listen to a
panel of Federal Court of Appeal and Tax Court judges discuss charity law cases. Learn about
corporate giving. Delve into charitable trusts. Explore issues involved with dual loyalties on boards.
Discuss the meaning of non-profits under the Income Tax Act. Follow up on Canada Revenue Agency’s
Fundraising Guidance. Hear more about the Canada Not-for-Profit Corporations Act.
Plus, get an exclusive update direct from the Canada Revenue Agency on current issues impacting
your clients!
Don’t get caught unaware – mark your calendars today!
Une date à retenir! Le Symposium national annuel du droit des organismes de bienfaisance est une fois encore de
retour au printemps 2011. Ce programme, une collaboration des Sections du droit des organismes de
bienfaisance et à but non lucratif de l’Association du Barreau canadien et de l’Association du Barreau de l’Ontario,
réunira d’éminents spécialistes de l’ensemble du Canada, pour discuter des plus récents développements dans ce
domaine, dont l’évolution est rapide. Un regard nouveau sera porté sur certains enjeux clés qui concernent les
organismes de bienfaisance au Canada.
Renseignez-vous sur les composantes essentielles de la réforme du contingentement des versements en vertu de
la Loi de l’impôt sur le revenu. Assistez aux discussions d’un panel composé de juges de la Cour d’appel fédérale et
de la Cour canadienne de l’impôt, qui porteront sur différentes causes de droit des organismes de bienfaisance.
Découvrez ce qu’impliquent les dons de sociétés. Explorez le monde des fondations de bienfaisance. Étudiez les
questions que suscitent les loyautés doubles dans les conseils d’administration. Discutez de ce que signifie « sans
but lucratif » selon la Loi de l’impôt sur le revenu. Informez-vous des développements récents qui sont reliés aux
Lignes directrices sur les activités de financement publiées par l’Agence du revenu du Canada. Apprenez-en
davantage au sujet de la Loi canadienne sur les organisations à but non lucratif.
De surcroît, dans une présentation réservée aux participants au Symposium, l’Agence du revenu du Canada fera
elle-même le point sur des enjeux d’actualité qui ont des répercussions pour vos clients.
Ne vous faites pas prendre de court – inscrivez dès aujourd’hui à votre agenda la date de ce Symposium!
Ce programme est offert uniquement en anglais.
Pr o g r a m
8:00 – 8:30
REGISTRATION
8:30 – 8:35
OPENING COMMENTS
Co-Chairs:
Terrance S. Carter, Carters Professional Corporation, Orangeville, ON
Linda J. Godel, Torkin Manes LLP, Toronto, ON
TIMELY NEW TAX TOPICS TO CONSIDER
8:35 – 9:05
Disbursement Quota Reform: The Ins and Outs of What You Need to Know
Theresa L.M. Man, Carters Professional Corporation, Orangeville, ON
9:05 – 9:35
Maintaining Non-Profit Exempt Status: Irreconcilable Differences?
Esmail Bharwani, Miller Thomson LLP, Calgary, AB, and
Susan M. Manwaring, Miller Thomson LLP, Toronto, ON
9:35 – 10:05
Considerations and Strategies in Corporate Giving
Laura E. West, Fasken Martineau, Toronto, ON
10:05 – 10:35
Revisiting Charitable Trusts as an Organizational Option
Arthur Drache, C.M., Q.C., Drache Aptowitzer, Ottawa, ON
10:35 – 11:00
REFRESHMENT BREAK
INSIGHTFUL REFLECTIONS ON CHARITY LAW
11:00 – 11:30
The U.K’s Raging Public Benefit Debate and Its Relevance in Canada
Kathryn Chan, Benefic Group, Vancouver, BC
11:30 – 12:25
Bringing Charity Cases Before the Courts: Perspectives From the Bench
Moderator: Justice Patrick Boyle, Tax Court of Canada, Ottawa, ON
Panellists: The Honourable Donald G. H. Bowman, Q.C., former Chief Justice of the Tax
Court of Canada, Fraser Milner Casgrain LLP, Toronto, ON, and Justice Karen Sharlow,
Federal Court of Appeal, Ottawa, ON
GUESS WHO’S COMING TO LUNCH
12:25 – 1:20
LUNCH
1:20 – 1:55
CRA Comes to Lunch
Cathy Hawara, Director General, Charities Directorate, Canada Revenue Agency, Ottawa,
ON
1:55 – 2:05
Short Break
OPERATIONAL ISSUES TO REMEMBER
2:05 – 2:35
Here Comes the CNCA: Are You Ready to Advise Your Clients?
Jane Burke-Robertson, Carters Professional Corporation, Ottawa, ON
Linda J. Godel, Torkin Manes LLP, Toronto, ON
2:35 – 3:05
Books and Records: Thinking Outside the Box
Teresa Douma and Barbara Wallace, Canadian Council of Christian Charities, Elmira, ON
3:05 – 3:25
REFRESHMENT BREAK
CHALLENGING NEW THOUGHTS TO KEEP YOU IN YOUR SEAT
3:25 – 3:55
Discriminatory Charities: Is it Charitable to Discriminate?
Adam Parachin, University of Western Ontario, London, ON
3:55 – 4:25
Dual Loyalties on Non-Profit Boards: Serving Two Masters
Clifford S. Goldfarb, Gardiner Roberts LLP, Toronto, ON
4:25 – 4:55
Reflections on CRA’s Fundraising Guidance: Two Years Later
Carole Chouinard, Gowling Lafleur Henderson LLP, Ottawa, ON
4:55 – 5:00
CLOSING REMARKS OF CO-CHAIRS
5:00
WINE AND CHEESE RECEPTION
ACCREDITATION
The time spent attending this program (6.5 hours) may be applied towards the annual CPD requirement in British Columbia,
Northwest Territories, New Brunswick, Saskatchewan, Quebec and Ontario. (Please note that these CPD hours are not
accredited by the LSUC for the New Member Requirement or the Professionalism Credit for “ongoing members”, ie. with 2+
years of practice.)
This program has been approved for LawPro CLE Premium Credit.
Accreditation information is available at:
http://cba.org/pd/details.aspx?id=NA_CHAR11
Speakers subject to change
Re g i s t r a t i o n F o r m
Joint CBA/OBA
2011 National Charity Law Symposium
MEETING VENUE
Hyatt Regency Toronto
370 King Street, Toronto, ON
Telephone: 1-800-233-1234 (416-343-1234)
HOTEL RESERVATION
Please contact the hotel directly at 1-800-233-1234 to
make your reservation. Refer to the group: CDN BAR
ASSN when reserving to obtain the preferred rate. The
preferred room rate is available until April 5, 2011.
TRAVEL
Book online at www.aircanada.com to take advantage of
a 10% discount on Tango Plus, Latitude and Executive
airfares to Toronto (YYZ). You must quote promotion
code: CNRKYZZ1 at the time of booking and you must
book online.
CAR RENTAL
AVIS, the official rental car supplier of the CBA, offers
several special rates. Call 1-800-331-1600 or visit
www.avis.com to reserve your car. You must quote
discount number C136498.
REGISTRATION
Pay by credit card (Visa, MasterCard or AMEX), or send
cheque or money order made payable to the Canadian
Bar Association together with this registration form to:
Friday May 6, 2011
Hyatt Regency, Toronto, ON
q CBA Members
q Students (CBA Members)
q Non-Members
PAYMENT MUST BE RECEIVED PRIOR TO THE
ACTUAL CONFERENCE TOGETHER WITH A
COMPLETED REGISTRATION FORM. ALL
RECEIPTS ARE MAILED OUT AFTER THE
CONFERENCE.
TOTAL
$325.00 + HST
$200.00 + HST
$425.00 + HST
$367.25
$226.00
$480.25
qYes, I will attend the Wine and Cheese Reception on Friday, May 6, 2011
qYes, I would like to join the CBA now and pay the member fee to attend this
program. I understand that a membership representative will be contacting me.
CBA Membership No.
q Mr. q Ms.
Surname
Leslie Huard
PD Coordinator
Canadian Bar Association
865 Carling Ave., Suite 500
Ottawa, ON, K1S 5S8
Fax to: 613-237-0185
Email: [email protected]
FEE
Given Names
Firm or Organization
Address
City
Province
Office Phone No.
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CANCELLATION POLICY
There will be a 20% administrative charge for any
cancellation received in writing prior to April 4, 2011.
Please indicate special needs (dietary, wheelchair access, etc.)
There will be no refunds for “no-show” registrants.
Method of Payment (payment due with registration application)
INFORMATION
For further information about this program, please
contact Leslie Huard at the CBA National Office by
telephone at 613-237-2925 or 1-800-267-8860 ext. 186,
or by e-mail at [email protected].
Cheque (payable to the CBA) q Visa q Mastercard q Amex q
We encourage limited use of scented product during the
conference in consideration of scent-sensitive participants.
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visit our website at www.cba.org/PD
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PERSONAL INFORMATION CONSENT
CBA’s programs are supported by preferred suppliers, sponsors, and exhibitors. Subject to
the following paragraph, I understand that the provision of contact information on this form
constitutes my consent to such information being disclosed to the preferred suppliers,
sponsors, and exhibitors of this program. For further information about the CBA’s treatment
of personal information, see members’ Privacy Policy at www.cba.org.
By checking this box q , I do not wish my contact information disclosed to the preferred
suppliers, sponsors, and exhibitors of this program. I understand that my name will not appear
on the delegates list.